Tax Senior

A bit about us

This firm offers a total suite of financial services including wealth advisory, tax, and more. It recently acquired a growth-focused public tax practice and operates as a tax operation within a larger offering, providing excellent work/life balance and opportunities for professional growth.

• Raises twice a year
• Promotions are merit based
• Bonuses and profit sharing twice a year
• Great work life balance – typically 40 hours a week during the non-busy season, 50 hours during busy season
• Benefits: company pays 100% of employee benefits; family/dependent coverage can be added on (not paid)
• Hybrid schedule (3 days per week)

We are seeking a highly motivated and experienced Tax Senior to join our team. The ideal candidate will have experience in tax planning and compliance, preparing returns for individuals, partnerships, corporations, and other entities, and working with clients to ensure compliance with tax laws and regulations. As a Tax Senior, you will work closely with the Tax Manager and other tax professionals to provide exceptional service and help clients achieve their tax-related goals.

• Prepare and review federal and state tax returns for individuals, partnerships, corporations, and other entities, ensuring compliance with all relevant tax laws and regulations.
• Research tax issues and develop tax planning strategies for clients.
• Communicate with clients to gather information and respond to inquiries related to tax returns and tax planning strategies.
• Assist with tax audits and other tax-related inquiries from the IRS or state tax authorities.
• Supervise, train, and mentor tax staff, providing guidance and feedback to help them develop their skills.
• Work with partners and other managers to develop and implement tax strategies for clients.
• Identify opportunities to cross‑sell other services to existing clients and participate in business development activities to attract new clients.
• Maintain a thorough understanding of tax laws and regulations, staying up-to-date on changes.
• Maintain a positive and professional image for the firm in all interactions with clients, staff, and other stakeholders.

• Bachelor's degree in accounting, finance, or a related field.
• Certified Public Accountant (CPA) license required.
• At least 3 years of experience in tax planning and compliance, including experience preparing tax returns for individuals, partnerships, corporations, and other entities.
• Excellent analytical, organizational, and problem-solving skills.
• Strong attention to detail and accuracy.
• Excellent communication and interpersonal skills, with the ability to build strong client relationships and work effectively with staff and other stakeholders.
• Ability to manage multiple priorities and meet deadlines in a fast‑paced, dynamic environment.
• Proficient in tax software and Microsoft Office Suite.

Salary range: $90,000 – $115,000 per year.

Benefits include comprehensive employee benefits coverage, family/dependent coverage add‑ons, hybrid schedule, annual raises, merit‑based promotions, bonuses, profit sharing, and a supportive, collaborative work environment.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Jobot may perform background checks with your authorization and will consider qualified candidates with criminal histories in a manner consistent with applicable laws.