Sr. Tax Accountant

We are a growing tax and accounting firm seeking an experienced, client-focused accounting professional who is looking for more than a traditional accounting position.

This role offers the opportunity to become a trusted advisor to our clients, play a key role in the firm's growth, and potentially transition into a leadership and ownership position in the future.

The ideal candidate is technically strong, highly personable, and capable of working independently while developing lasting client relationships. We are looking for someone who wants to help build a thriving practice and share in its long-term success.

The Tax Accountant will manage a diverse client base while providing tax compliance, tax planning, accounting, and advisory services. This individual will work directly with business owners, high-net-worth individuals, trusts, and closely held businesses to develop proactive tax strategies and financial solutions.

A successful candidate will be comfortable leading client meetings, identifying planning opportunities, and operating with a high degree of autonomy. Over time, the individual will have opportunities to assume increased management responsibilities and potentially participate in succession planning and ownership discussions.

The Tax Accountant will manage a diverse client base while providing tax compliance, tax planning, accounting, and advisory services. This individual will work directly with business owners, high-net-worth individuals, trusts, and closely held businesses to develop proactive tax strategies and financial solutions.

A successful candidate will be comfortable leading client meetings, identifying planning opportunities, and operating with a high degree of autonomy. Over time, the individual will have opportunities to assume increased management responsibilities and potentially participate in succession planning and ownership discussions.

• Prepare and review business tax returns, including Forms 1120, 1120S, and 1065.
• Prepare and review individual, trust, estate, and gift tax returns.
• Develop annual tax projections and quarterly estimates for individuals and closely held businesses.
• Lead tax planning meetings and provide proactive tax-saving strategies.
• Research federal and state tax issues and provide practical recommendations.
• Assist clients with complex tax scenarios and planning opportunities.

• Review financial statements and supporting schedules for accuracy and tax compliance.
• Analyze and prepare adjusting journal entries and year-end accounting adjustments.
• Review bookkeeping records and assist with accounting matters for small and mid-sized businesses.
• Provide financial guidance and consultative services to business owners.

• Build long-term relationships with clients through exceptional service and responsiveness.
• Meet directly with clients to review tax returns, discuss planning opportunities, and answer financial questions.
• Serve as a trusted advisor and primary point of contact for key client relationships.
• Identify opportunities to expand services and strengthen client retention.

• Support business development initiatives and practice growth.
• Mentor junior staff and contribute to team development.
• Participate in operational and strategic planning initiatives.
• Help position the firm for long-term growth and succession planning.

• Good standing Enrolled Agent.
• 7+ years of public accounting and tax experience.
• Strong experience preparing and reviewing:
• Individual tax returns
• Partnerships (1065)
• S-Corporations (1120S)
• C-Corporations (1120)
• Trust and estate returns
• Experience conducting tax planning meetings with…