Senior Tax Accountant

Key Responsibilities

• Prepare and review a variety of tax returns, including Individual (1040), Partnership (1065), S Corporation (1120S), C Corporation (1120), and Fiduciary (1041) returns.
• Develop and maintain strong client relationships through proactive communication, planning, and consulting services.
• Manage multiple client engagements simultaneously while meeting deadlines and maintaining quality standards.
• Review staff-prepared work and provide coaching, feedback, and technical guidance.
• Aid managers and partners with tax research, planning opportunities, and special projects.
• Identify opportunities to improve client operations, tax positions, and overall service experience.
• Take ownership of engagement workflow, budgeting, realization, and client service expectations.
• Prepare invoices, assist with collections, and support overall engagement profitability.
• Collaborate with clients and internal teams to resolve tax and accounting matters.
• Apply accounting and tax principles to analyze financial information and prepare accurate workpapers.
• Prepare tax projections, planning strategies, and consulting engagements for individuals and businesses.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA license, EA credential, or active pursuit of certification required or actively in process of completion.
• 3+ years of recent public accounting tax experience required.
• Experience preparing and reviewing individual and business tax returns.
• Demonstrated ability to manage multiple engagements and competing deadlines.
• Strong client service, communication, and relationship-building skills.
• Experience mentoring or supervising staff preferred.
• Experience with UltraTax, SurePrep, QuickBooks, and Thomson Reuters software preferred.
• Strong attention to detail, organizational skills, and problem-solving abilities.