Senior Tax Accountant

Key Responsibilities

• Prepare federal, state, and local tax returns, including Forms 1040, 1065, 1120S, 1120, 1041, and exempt organization returns, ensuring accuracy and timely filing.
• Gather, analyze, and organize client tax information and supporting documentation.
• Review bookkeeping records, financial statements, general ledgers, and trial balances to ensure accuracy and tax readiness.
• Prepare year-end adjusting journal entries and reconcile tax-related accounts as needed.
• Communicate directly with clients regarding tax return preparation, missing information, tax notices, and routine tax planning opportunities.
• Review K-1s, shareholder and partner basis schedules, capital accounts, and related tax workpapers.
• Assist clients with tax compliance matters, including estimated tax payments, extensions, and state filing requirements.
• Research tax issues and apply federal and state tax regulations to client situations.
• Assist with responses to IRS and state tax notices and support clients during tax examinations.
• Collaborate with bookkeeping and accounting teams to ensure complete and accurate financial information is available for tax compliance.
• Maintain organized tax files, workpapers, and client documentation in accordance with firm standards.
• Support tax managers and partners with tax planning projects, special engagements, and client advisory services.
• Train and mentor junior staff and review work prepared by less experienced team members as assigned.

Qualifications

• Bachelor's degree in Accounting, Taxation, or related field.
• 3-6 years of public accounting tax experience preparing individual, partnership, S corporation, and corporate tax returns.
• Strong understanding of federal and state tax compliance for closely held businesses and high-net-worth individuals.
• Experience reviewing bookkeeping records and financial statements for tax preparation purposes.
• Ability to identify accounting and tax issues and propose practical solutions.
• Strong organizational skills with the ability to manage multiple client engagements and deadlines simultaneously.
• Excellent communication and client service skills, with the ability to interact professionally with business owners and individual clients.
• Proficiency with tax software, Microsoft Excel, and accounting platforms such as QuickBooks Online and QuickBooks Desktop.
• Strong attention to detail and commitment to delivering high-quality work.
• Ability to work independently while collaborating effectively with team members in a remote or hybrid environment.

Preferred Experience

• Active CPA or Enrolled Agent License preferred but not required.
• Prior experience in a small or mid-sized CPA firm.
• Fluency in Spanish a Plus.
• Proficiency with tax software such as UltraTax, Lacerte, ProSeries, or ProSystem FX.