Tax Senior Accountant

As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.

• Tax Preparation Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)
• Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships
• Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives
• Research and Analysis
  - Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes
• Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions
• Client Communication
  - Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
• Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
• Compliance and Documentation
  - Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
• Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
• Team Collaboration
  - Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
• Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
• Process Improvement and Innovation
  - Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
• Supervisory responsibilities
  - May supervise subordinate team members

Work is conducted in a professional office environment with minimal distractions.

Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time.

Travel may be frequent and unpredictable, depending on client’s needs.

• Bachelor’s degree in accounting, finance, or a related field
• 3 – 6 years of relevant experience

• CCH Prosystem FX
• Axcess Tax
• Axcess Document
• Axcess Workstream
• Thomson Reuters Fixed Assets CS
• Checkpoint for Tax Research

Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting.

Actively working towards achieving CPA or Enrolled Agent licensure or relevant…