Sr. Tax Accountant​/Tax Manager

Senior Tax Accountant / Tax Manager

Salary: $100,000 - $125,000 per year

We are a trusted public accounting firm dedicated to helping individuals, businesses, and organizations achieve their financial goals through personalized, high-quality service. With decades of experience, we provide a comprehensive range of services, including tax planning and preparation, audit and assurance, accounting, payroll, retirement plan administration, and business consulting. Built on a foundation of integrity, professionalism, and lasting client relationships, we combine technical expertise with a commitment to understanding each client’s unique needs and delivering practical, reliable solutions.

The Senior Tax Accountant/Tax Manager is responsible for managing a portfolio of individual and business tax clients while providing exceptional client service, technical tax expertise, and leadership to accounting staff. This role oversees tax compliance, tax planning, client accounting services, and financial reporting engagements while ensuring timely, accurate, and compliant deliverables. The ideal candidate is a CPA (or CPA-eligible) with public accounting experience who can independently manage client relationships, supervise staff, and contribute to the firm’s continued growth.

• Prepare and review complex federal and state individual, partnership, S corporation, C corporation, trust, and other business tax returns.
• Provide proactive tax planning, consulting, and strategic recommendations to clients.
• Ensure timely and accurate completion of all tax engagements in accordance with applicable laws and firm standards.
• Identify and mitigate tax risks while maintaining compliance with federal, state, and local tax regulations.
• Prepare tax work papers, research technical tax issues, and respond to client tax inquiries.
• Manage tax audits, notices, and information requests from taxing authorities.
• Maintain tax balances and reconcile tax‑related general ledger accounts.

• Review and adjust client accounting records to ensure accuracy prior to tax return preparation.
• Prepare and review journal entries, account reconciliations, and year‑end adjusting entries.
• Ensure client books reconcile to prior‑year tax returns.
• Provide Quick Books consulting, setup, troubleshooting, and training.
• Prepare financial statements and other management reports as needed.

• Build and maintain strong, long‑term relationships with clients.
• Serve as a trusted advisor by providing responsive communication and proactive guidance.
• Manage multiple client engagements while meeting deadlines and quality standards.
• Communicate project status, information requests, and recommendations to clients and internal team members.

• Supervise, mentor, and review the work of accounting staff.
• Coordinate workflow and assignments to maximize efficiency and client service.
• Provide coaching and performance feedback to junior team members.
• Promote collaboration and support firm recruiting, training, and professional development initiatives.

• Manage or assist with audit, review, and compilation engagements for privately held, nonprofit, and governmental entities.
• Prepare compiled financial statements and related regulatory filings.
• Ensure engagements comply with professional standards and firm quality requirements.

• Identify opportunities to improve tax, accounting, and client service processes.
• Develop and implement best practices that increase efficiency and accuracy.
• Stay current on tax legislation, accounting standards, and regulatory changes through continuing professional education.

• Bachelor’s degree in Accounting or related field.
• CPA license.
• Minimum of 10 years of public accounting experience with increasing responsibility.
• Strong experience preparing and reviewing complex individual and business tax returns.
• Experience with tax planning and client consulting.
• Working knowledge of Quick Books and financial statement preparation.
• Experience supervising or mentoring accounting staff preferred.
• Excel…