Senior Tax Accountant

Responsibilities

• Prepare and/or review federal and state tax returns for small to medium-sized businesses (Forms 1065 and 1120S), including multi-state entities
• Import and convert client trial balances into tax workpapers; analyze for timing differences and Schedule M adjustments
• Prepare and/or review complex individual tax returns (Form 1040) for high-net-worth clients, including multiple K-1 entries, composite returns, and multi-state withholdings
• Conduct tax research on federal, state, and local income and sales tax matters
• Affiliate with senior tax staff to ensure accuracy and completeness of filings
• Communicate with clients to collect financial data, clarify issues, and provide updates
• Maintain up-to-date knowledge of tax regulations and industry best practices

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA or CPA-track preferred
• 2–5 years of tax experience in a public accounting firm
• Proficient in preparing and reviewing Forms 1065, 1120S, and 1040
• Familiarity with multi-state tax filings and composite returns
• Strong working knowledge of tax software (e.g., CCH Axcess, ProSystem FX, or similar), Excel, and accounting systems
• Excellent analytical, communication, and organizational skills
• Ability to manage multiple deadlines in a fast-paced environment
• Multi-lingual a plus (Portuguese, Italian and/or Spanish preferred based on demographics and client list)
• Nice to have experience with international compliance (e.g., FBAR, FATCA) and exposure to sales and use tax compliance and research