Sr. Tax Accountant

We are seeking a seasoned Senior Tax Accountant to join our Waverly, Iowa team. This is a high-impact role requiring at least 5 years of experience in complex taxation. You will provide sophisticated tax planning and preparation for a diverse client base, including corporations, partnerships, and individuals. This position is designed for a professional looking for a stable, long-term home with a clear path toward firm ownership.

• Tax Preparation & Planning:
  Lead the preparation and review of complex federal and state tax returns for individuals, C-Corps, S-Corps, and Partnerships.
• Compliance Oversight:
  Ensure all filings adhere to current IRS and Iowa state tax laws; stay abreast of changing tax legislation to provide proactive advice to clients.
• Client Advisory:
  Act as a trusted advisor, offering comprehensive financial solutions tailored to the specific personal and professional circumstances of our clients.
• Technical Research:
  Conduct in-depth research on complex tax issues to support client strategies and resolve IRS or state-level inquiries.
• Mentorship:
  Provide guidance and technical review for junior accounting staff to ensure accuracy and professional development within the firm.
• Business Growth:
  Support the firm’s commitment to high-quality service, contributing to client retention and the pursuit of new financial solutions.

• Experience:
  
  5+ years of progressive experience in public accounting, specifically within corporate, partnership, and individual taxation.
• Certification: CPA (Certified Public Accountant) or EA (Enrolled Agent) is highly preferred.
• Local Presence:
  Must be a local candidate residing in or willing to commute to Waverly, IA (Relocation assistance is not provided).
• Software Proficiency:
  Experience with standard tax preparation and accounting software (e.g., Ultra Tax, CCH, or similar).
• Logistics:
  Ability to work in the Waverly office at least 3 days per week.

• Career Ambition:
  Desire to pursue firm ownership opportunities within a growing regional practice.
• Northeast Iowa Market Knowledge:
  Familiarity with the unique financial needs of businesses and individuals along the US 20 corridor.

• Healthcare:
  Medical, dental, and vision insurance (Company contributes $425.00/month toward employee medical benefits).
• Life & Family:
  Company-paid life insurance; comprehensive maternity and fraternity leave policies.
• Retirement:
  Firm-sponsored retirement planning options.
• Career Path:
  Explicit opportunity for Firm Ownership for high-performing senior professionals