Senior Tax Accountant

About the role

We are seeking a CPA with at least 7–10 years of public accounting experience from a respected mid-to-large local or regional firm to join our growing practice. A concentration in real estate and complex partnership taxation is required.

Responsibilities

• Prepare and review complex Partnership, S Corporation, Individual, Trust and Estate returns
• Prepare and adjust from client trial balances and books and records
• Comply with compiled and reviewed financial statements
• Coordinate with attorneys, wealth advisors and outside advisors
• Perform tax research and prepare written analyses
• Assist with tax controversy examinations and notices
• Maintain direct client relationships and communicate with clients throughout the year
• Identify planning opportunities and proactively bring ideas to clients and partners
• Participate in special projects involving transactions, restructurings and consulting matters
• Assist with training and developing staff
• Mentor and develop junior staff
• Support workflow and AI initiatives

Requirements

• Bachelor’s degree in accounting or related field
• Active CPA license
• Minimum 7–10 years public accounting experience
• Strong knowledge of accounting
• Significant complex partnership and real estate tax, and high-net-worth experience
• Experience with Lacrete, CCH Workstream, SafeSend, Laserfiche, CCH workstream, QuickBooks and Office 365

Qualifications

• Self-directed, highly organized and takes ownership of responsibilities and client relationships
• Proactive rather than reactive and seeks solutions rather than simply identifying problems
• Excellent written and verbal communication skills
• Embraces technology and continuously seeks efficiencies, including leveraging AI tools and workflow technology to improve quality, productivity and client service

Skills

• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
• Effective communication and interpersonal skills
• Proficiency in Microsoft Office Suite

Benefits

• True work-life balance: Flexible PTO policy that you can actually use
• Remote flexibility without sacrificing collaboration or career growth
• Longevity matters here: Our team includes partners and principals with decades of tenure—people stay because they love the work and the culture
• Deep client relationships: Work with the same clients year after year, not transactional engagements

Pay

Salary is commensurate with experience and range is 150-180k base salary. You will be paid a bonus twice a year based on productivity, contributions to the firm and overall performance.

Schedule

Full time remote is available. If you live close to the office some time in the office preferred.