Senior Tax Accountant

About the role

BGM is a firm that provides advisory, audit, accounting, and tax services to businesses and individuals across various industries. The firm seeks to help its clients achieve their goals and realize their passions.

Responsibilities

• Prepare and review complex federal and multi-state business, fiduciary, and individual income tax returns
• Provide timely, accurate, and high-quality service while building strong relationships with clients
• Identify tax planning opportunities and additional ways BGM can support our clients
• Research federal, state, and local tax matters and provide recommendations based on findings
• Assist clients with tax planning, projections, estimated payments, extensions, and other compliance requirements
• Respond to IRS and other taxing authority inquiries as needed
• Stay current on changes to tax laws and regulations and help determine their impact on clients
• Analyze financial statements and other client information to identify tax considerations and opportunities
• Develop your tax return review skills and provide guidance to less-experienced team members
• Absorb and improve internal tax processes, procedures, and workpapers
• Collaborate with Partners and other BGM professionals to provide an integrated client experience
• Continue developing your technical and professional skills through training, continuing education, and industry involvement

Requirements

• Bachelor's degree in Accounting or a related field
• 3–7 years of public accounting experience, with an emphasis on tax
• Experience preparing and/or reviewing complex business and individual income tax returns, including corporations, partnerships, LLCs, and individuals
• CPA license or eligibility to sit for the CPA exam preferred
• Strong understanding of financial statements and accounting principles
• Strong organizational and time-management skills with the ability to manage competing priorities and deadlines
• Strong written and verbal communication skills with a client-service mindset
• Ability to build relationships and communicate effectively with clients and team members
• Experience providing guidance, training, or oversight to less-experienced team members
• Curious, proactive, and comfortable asking questions to ensure a clear understanding of expectations
• Adaptable and comfortable working in a fast-paced, evolving environment
• Willingness to travel to client locations occasionally, as needed