Tax Senior

Tax Senior

Ready to take your tax career to the next level with a firm that values work-life balance and long-term development?

With a nearly 100-year history and offices across the Midwest, we are an established full-service CPA and business advisory practice. We serve closely held businesses, high-net-worth individuals, and non-profits by combining the resources of a major regional firm with a supportive, team-first culture.

We are seeking a Tax Senior to join our team. In this role, you will manage complex tax engagements, drive strategic client planning, and mentor rising staff in a flexible, hybrid-friendly environment.

Key Responsibilities

• Tax Compliance & Review:
  Prepare and perform technical reviews of complex federal and multi-state tax returns for corporations, partnerships, S-corporations, trusts, and high-net-worth individuals.
• Proactive Tax Planning:
  Collaborate with partners and managers to model mid-year and year-end tax planning strategies that optimize savings for business owners and family groups.
• Client Advisory:
  Serve as a direct point of contact for key client stakeholders, answering technical inquiries, addressing notice resolutions, and building long-term advisory relationships.
• Staff Mentorship:
  Supervise, train, and review the work of junior tax staff and interns, providing constructive feedback and technical coaching.
• Technical Research:
  Perform research on emerging tax legislation, multi-state filing requirements, and complex transactional issues to deliver actionable recommendations.

Qualifications

• Credentials:
  Active Certified Public Accountant (CPA) license or Enrolled Agent (EA) credential required (or CPA candidate making active progress toward licensure).
• Experience:
  
  3 to 5+ years of progressive tax experience in public accounting, demonstrating strong engagement oversight and technical review capabilities.
• Education:
  
  Bachelor's degree in Accounting or Finance;
  Master's in Taxation (MST) is a plus.
• Technical Breadth:
  Solid background in corporate, pass-through entity (S-Corp/Partnership), and individual taxation, alongside proficiency in modern tax software and research databases.
• Core Competencies:
  
  Strong analytical, organizational, and interpersonal skills with a commitment to high-touch client service.

Why Join Us?

• Work-Life Integration:
  Flexible scheduling, hybrid work arrangements, and realistic seasonal targets designed to protect your personal time.
• Continuous Professional Growth:
  Firm-sponsored CPE hours, technical training programs, licensing cost support, and clear pathways to managerial leadership.
• Community-Minded Culture:
  Be part of a firm deeply invested in local community initiatives, charity involvement, and volunteerism.
• Modern Cloud Stack:
  Advanced accounting, tax workflow, and paperless tools to ensure seamless remote and in-office productivity.
• Comprehensive Benefits Package:
  Highly competitive base salary, performance bonuses, 401(k) retirement plan with employer match, firm-paid insurances, generous PTO, and paid holidays.

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.