Senior Tax Accountant

About the role

Step into a senior-level role where you'll own complex tax engagements, build long-term client relationships, and be trusted as a key advisor on high-impact planning and consulting projects. Join a firm that values both technical excellence and sustainable workloads, with leadership that actively supports work-life balance and flexible hybrid working.

As a Senior Tax Accountant, you will lead tax planning, preparation, and consulting engagements for a high-volume portfolio of partnership, S corporation, and individual clients. You will manage multiple concurrent projects, review work prepared by junior staff, and serve as a primary point of contact for clients on complex tax matters. Your work will directly influence client outcomes, ensure compliance, and contribute to the firm's reputation for high-quality, timely service.

Responsibilities

• Manage end-to-end tax engagements for a high-volume client portfolio, including planning, preparation, review, and filing.
• Prepare and review complex tax returns for partnerships, S corporations, and individuals, ensuring accuracy and compliance with current tax laws.
• Lead and support tax audits, including gathering documentation, responding to inquiries, and representing clients with tax authorities.
• Develop and implement tax planning strategies for individual and business clients, focusing on optimization and risk mitigation.
• Oversee and review work performed by junior staff, providing feedback, coaching, and technical guidance.
• Coordinate and prioritize workloads during busy season to meet deadlines across 100+ client engagements.
• Conduct research on complex tax issues and special projects, providing clear recommendations and documentation.
• Build and maintain strong client relationships, proactively identifying opportunities for additional advisory and consulting services.

Requirements

• Significant public accounting experience in tax, with a focus on partnerships, S corporations, and individual clients.
• Proven ability to manage a large client portfolio and multiple concurrent tax engagements, especially during busy season.
• Strong technical expertise in tax planning, preparation, and audit support for closely held businesses and high-net-worth individuals.
• Demonstrated experience reviewing tax returns and supervising or mentoring junior tax staff.
• Advanced proficiency with tax preparation software and related research tools.
• Strong analytical, problem-solving, and issue-resolution skills, with attention to detail and accuracy.
• Excellent communication skills, with the ability to explain complex tax concepts clearly to clients and colleagues.
• Comfort working extended hours during an 8-week busy season, with the ability to maintain quality under pressure.

Desirable Skills

• Experience with special tax projects such as entity restructuring, multi-state filings, or complex individual planning scenarios.
• Prior involvement in tax consulting engagements beyond compliance, such as transactional planning or succession planning.
• Familiarity with workflow management tools and process improvement within a tax practice.
• Exposure to limited C corporation tax work, even if not a primary focus.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field required.
• CPA license required.
• Master's degree in Taxation or related discipline preferred.
• Ongoing professional education in tax law changes and best practices strongly preferred.