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Tax Senior

We are seeking an experienced Tax Senior to lead preparation and review of federal and state tax returns for individuals, partnerships and corporations. The Tax Senior will manage a portfolio that includes high-net-worth individuals (HNWI) and business clients, ensure compliance and accurate tax filings, provide tax planning and research, and supervise junior staff. This role requires strong technical knowledge, client-facing skills, and proficiency with tax software and bookkeeping tools.

Key responsibilities include:

• Prepare and review individual and fiduciary tax returns (Form 1040 and related schedules) for high-net-worth individuals (HNWI).
• Prepare and review partnership and corporate tax returns, including Form 1065, Form 1120, Form 1120-S and nonprofit Form 990.
• Manage end-to-end tax engagement workflow: client intake, data gathering, tax preparation, review, filing, and post-filing support.
• Perform tax research and technical analysis to resolve complex tax issues and apply appropriate positions for federal and state returns.
• Provide tax planning and advisory services to HNWI and business clients, including entity selection, compensation strategies, and year-end planning.
• Use tax software and bookkeeping tools (Lacerte / lacert, Quick Books) to prepare returns and manage client records; ensure accurate data flow between systems.
• Supervise, train and mentor junior staff and tax preparers; review their work, provide feedback, and assign tasks to meet deadlines.
• Coordinate with clients, CPAs, EAs, and external advisors; communicate findings, tax impacts, and required documentation clearly and professionally.
• Maintain quality control, ensure compliance with professional and regulatory standards, and meet firm productivity and billing goals.

Qualifications include:

• Bachelors degree in Accounting, Finance or related field;
  Masters degree in Taxation or Accounting a plus.
• Active CPA license or Enrolled Agent (EA) preferred; progress toward CPA or EA credentials strongly preferred.
• Minimum 46 years of public accounting tax experience with proven experience preparing and reviewing 1040, 1065, 1120/1120-S and 990 returns.
• Demonstrated experience working with high-net-worth individuals (HNWI) and complex individual returns.
• Strong technical knowledge of federal and state tax laws, multi-state filings, and tax planning for individuals, partnerships and corporations.
• Proficiency with Lacerte (lacert), Quick Books, and common tax research tools and practice management software.
• Prior experience as a Tax Senior or senior tax preparer with responsibilities for prepare and review workflows and mentoring staff.
• Excellent written and verbal communication skills, with a client-service orientation and the ability to explain technical matters to non-technical clients.
• Highly organized, detail-oriented, able to manage multiple engagements and meet deadlines during peak seasons.
• High ethical standards, professional judgment, and a commitment to accuracy and compliance.

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