Sr. Tax Accountant

Client: A client in the accounting industry

Location:

Waverly, IA

Work mode:
Hybrid

Title:

Senior Tax Accountant

Department:
Tax Services

Supervises:
Junior Accounting Staff (as needed)

Role Type:
Full-time (Hybrid - minimum 3 days in-office)

Location:

Waverly, IA

A client in the accounting industry, P.C. is a progressive and storied public accounting firm that has served Northeast Iowa since 1943. Founded by a former auditor for the Iowa State Auditor’s Office, we have grown into a multi-office firm providing high-quality auditing, management, and tax solutions. We pride ourselves on offering comprehensive financial strategies that go beyond the tax return to help our clients achieve long-term personal and professional success.

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.

• Required Qualifications
• 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.
• Preferred Qualifications
• 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.
• Benefits & Perks
• 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.