Senior Tax Accountant

Job Highlights

• Hybrid: in-office and remote work environment
• Increased hours during peak seasons

Seeking a Senior tax accountant who will play a critical role in assisting with the management of client relationships and the formulation and implementation of tax advice. This role involves working closely with tax managers and other team members to ensure exceptional service delivery. The senior tax accountant will assist with processing client financials, correspondence, reports, data entry, and tax preparation for both individuals and businesses.

• Prepare complex federal, state, and local tax returns for individuals, businesses, and trusts including but not limited to 1040s, 1120s, 1120S’s, 1065s, 1041s, and 990s
• Prepare and review extensions, projections, and quarterly estimated tax payments
• Analyze financial statements and supporting documentation to ensure accurate tax reporting
• Input, research, and correct transactions in Quick Books Online; reconcile accounts, make journal entries, and produce financial statements
• Assist with managing client relationships and support tax managers in client communication and tax planning initiatives
• Support the coordination of integrated tax-saving strategies with Archford wealth advisors
• Research tax matters and clearly communicate findings in responses to notices from taxing authorities
• Identify tax planning opportunities based on a deep understanding of client business and personal financials
• Assist colleagues with tax software and accounting platforms
• Help implement best practices for process improvement and firm-wide efficiency
• Flexibly prioritize and manage multiple projects, meeting deadlines with a high degree of accuracy

• Monitor developments in tax legislation and continue professional education to maintain and enhance tax knowledge
• Provide insights and suggestions for refining firm policies and workflow enhancements

• Minimum of 5 years of client-facing public accounting experience
• Experience preparing business tax returns a plus
• Strong client service orientation and a team mentality
• Excellent verbal, written, and interpersonal communication skills
• Aptitude to understand client concerns, questions, and problems, and identify appropriate solutions
• Proficiency in Quick Books, Ultra Tax, Salesforce/CRM system, Microsoft Office 365, and Microsoft Outlook are preferred

Offers a competitive benefits package to eligible employees, including health, dental, vision, 401(k) retirement plan with matching contributions, life insurance, supplemental coverages, health savings and flexible spending account options, and ten paid holidays.

• Paid Time Off (PTO) for vacation, sickness or personal time
• Support for continuing education and relevant designations