Senior Tax

Overview

We are a small, client-focused CPA firm committed to delivering personalized, high-quality tax, accounting, and advisory services. Our firm values strong client relationships, collaboration, and professional growth. We foster a supportive, team-oriented environment where every team member plays a meaningful role in our clients' financial success and in the firm's continued growth.

We are seeking a detail-oriented and client-focused Tax Professional to join our onsite team. The ideal candidate will have hands-on experience preparing individual and business tax returns, a strong understanding of current tax laws, and the ability to support clients through bookkeeping, payroll, sales tax compliance, and tax planning.

• Prepare and review federal and state individual (1040) tax returns
• Prepare business tax returns, including C corporations (1120), S corporations (1120S), and partnerships (1065)
• Handle client bookkeeping services, including maintaining general ledgers, reconciling accounts, and preparing financial statements
• Process client payroll and ensure timely and accurate payroll tax filings and compliance
• Prepare and file sales tax returns and ensure compliance with state and local requirements
• Assist with and review bookkeeping records to ensure accurate financial data for tax filings
• Identify potential tax credits, deductions, and proactive tax planning opportunities for individuals and small businesses
• Communicate directly with clients to gather documentation, answer questions, and resolve accounting or tax-related issues
• Support tax planning, projections, and year-round advisory services
• Stay current on IRS, state, and local tax laws and regulations
• Maintain organized, accurate work papers and client records in accordance with firm standards
• Participate in client relationship development and networking efforts, including referrals and professional or community events, as appropriate

• Minimum of 4 years of recent experience in tax preparation and review
• Experience with bookkeeping, payroll processing, and sales tax compliance
• Strong knowledge of individual and small business tax returns
• Working knowledge of bookkeeping principles and financial statements
• Proficiency in Microsoft Office and tax/accounting software
• Preferred software experience:
  Ultra Tax, Quick Books Desktop, Quick Books Online, and Thomson Reuters Accounting CS
• Solid understanding of federal and state tax codes, compliance, and procedures
• CPA or EA preferred, but not required
• Excellent attention to detail and strong organizational skills
• Strong interpersonal, communication, and client-service skills
• Comfortable working onsite and collaborating in a small, team-oriented environment
• Interest in building long-term client relationships and contributing to firm growth

• Competitive compensation based on experience
• 4 weeks Paid Time Off per year
• Supportive, collaborative team atmosphere
• Flexible scheduling outside of peak tax season
• Paid continuing education and professional licensing support
• Opportunity to expand skills in tax planning, bookkeeping, payroll, and client advisory services