Senior Tax Accountant

As the first advisor, you will gather and review a client's tax documents to prepare the necessary partnership, corporate, trust, or individual income tax returns. Frequent communication with the client is essential to successfully meet their needs, along with ongoing internal communication with the administrative team and manager/partner to ensure an efficient workflow and accurate, timely tax return preparation.

Responsibilities & Duties

• Prepare federal, state, and local tax returns by gathering information relevant to the tax filing period
• Prepare tax estimates by reviewing historic, current, and future financial information
• Recommend tax strategies by researching federal, state, and local taxation issues
• Maintain current legislative knowledge by reviewing, interpreting, and implementing new or revised laws
• Recommend procedures that will continue to streamline and improve workflow for the client and manager
• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations; meeting or exceeding continuing professional education requirements
• Accomplish accounting and organizational mission by completing related projects as needed

Requirements

• Experienced in tax preparation—partnership, corporate, trust, and individual returns
• Bachelor’s degree required
• CPA or EA license required
• Demonstrated ability to effectively communicate with clients and internal staff
• Ability to work in a fast-paced, deadline-driven environment
• Experience with UltraTax preferred, but not required

Skills & Qualifications

• Able to work in an environment with many interruptions and multitask with composure
• Focus on customer service, able to provide support to the entire staff
• Always uses discretion when handling confidential information
• Highly organized and efficient with strong attention to detail and high accuracy rate
• Excellent communication skills, both verbal and written
• Able to adapt to new software and technologies
• Dependable and takes ownership of responsibilities

Schedule

This is a full-time position that seasonally requires long hours and some weekend work.

Benefits

• Medical, Dental, Vision
• Paid holidays and vacation/sick leave
• Retirement benefits