Tax Senior

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Flexible schedule
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Tuition assistance
• Vision insurance

Position Overview:
Senior Tax Accountants specializing in individual taxation perform most work assigned with minimal direction, with a primary focus on preparing and reviewing complex individual income tax returns (Form 1040). They support staff and in-charge personnel as client issues arise, particularly in areas related to individual tax matters.

Seniors often lead lower-level personnel, instructing them on work to be performed, reviewing completed returns, and directing necessary revisions. They are expected to make decisions on routine individual tax matters and serve as a resource for more complex 1040-related issues, including multi-state filings, investment income, and pass-through entity reporting.

Performance is evaluated based on quality and accuracy of work, depth of individual tax knowledge, supervision of Staff and In-Charge personnel, ability to meet time and budget constraints, and success in meeting client deadlines.

Essential Functions:

• Performs a broad range of individual tax assignments, with a primary focus on complex Form 1040 engagements, minimizing the need for direct involvement from Supervisors, Managers, and Shareholders.
• Demonstrates strong competency in individual tax technical skills, work quality, and application of professional and Firm standards.
• Prepares and reviews complex individual tax returns (Forms 1040), including Schedules A, B, C, D, and E, as well as related disclosures.
• Handles returns involving multi-state filings, K-1 income, investments, stock compensation, and rental activities.
• Meets time and budget constraints and ensures all client deadlines are achieved.
• Participates in planning and scheduling of individual tax engagements, especially during peak tax season.
• Directs, instructs, and trains Staff and In-Charge accountants on 1040 preparation and individual tax concepts.
• Reviews tax returns prepared by staff, provides clear feedback, and minimizes repeat errors.
• Follows review notes, makes corrections as requested, and improves accuracy in future work.
• Responds to and assists with IRS and state tax notices, amended returns, and post-filing activities (e.g., carrybacks, adjustments).
• Collaborates with Supervisors, Managers, and Shareholders to develop and implement individual tax planning strategies.
• Prepares client correspondence related to individual tax matters for review and approval.
• Communicates directly with clients to gather information, explain tax positions, and resolve issues in a professional manner.
• Conducts tax research specific to individual taxation as needed.

Other Functions:

• Develops an understanding of and adheres to Firm policies and procedures, including the Firm’s Quality Control document.
• Assumes primary responsibility (under supervision) for individual tax engagements.
• Pursues continuing professional education with an emphasis on individual tax law and planning strategies.
• Maintains current knowledge of IRS regulations, tax law changes, and guidance impacting individual taxpayers.
• Participates in civic, charitable, and professional organizations.
• Meets or exceeds annual productivity goals for chargeable hours, utilization, and realization.
• Begins contributing to practice development, with a focus on building relationships with individual clients and referral sources.
• Performs other duties as assigned.

Required Experience and Skills:

• Proficiency with computer tax programs, spreadsheets, and word processing.
• Demonstrates sound critical thinking, professional judgment, and decision-making skills
• Current knowledge of accounting principles and federal, state, and local tax regulations.
• Displays the self-motivation to ask for and successfully complete the types of assignments and special projects that will further increase technical skills, especially if required for a specific area of expertise.
• Effective verbal and written communication skills.
• Conducts themselves with integrity in a responsible, professional manner and appearance.
• Excellent organizational and time management skills.

Required Education: Bachelor’s in accounting or related field
Required Experience: 3 years progressive experience in public accounting
License/Certification: CPA preferred

Working Requirements:

• Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely.
• Out-of-town travel with overnight stay is possible.
• Occasional overtime is expected throughout the year and heavy overtime is required from January through April.

Safety:

• Minimal hazards.
• General office working conditions.
• May be required to lift files/boxes in the range of 10-20 pounds.

Kerkering, Barberio & Co. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual…