Senior Tax Accountant / CPA

Responsibilities

• Meet with clients and conduct tax-preparation interviews
• Prepare and, depending on experience, review individual tax returns
• Prepare partnership, corporate, fiduciary, and estate tax returns
• Handle Forms 1040, 1065, selected 1120 filings, and Form 706 matters
• Prepare annual tax projections and planning recommendations
• Research technical tax issues
• Identify and execute tax-planning opportunities
• Auxiliary with trust and estate engagements
• Participate in retirement, estate, and financial-planning meetings
• Coordinate tax strategies with financial advisors
• Deliver year-round accounting, tax, and consulting services
• Build and maintain long-term client relationships
• Support business-development initiatives
• Train and mentor junior accounting staff when appropriate

Requirements

• Active CPA license required
• Bachelor's degree in accounting or a related field
• Three or more years of public-accounting experience preferred
• Strong experience preparing individual tax returns
• Small-business and partnership tax experience
• Fiduciary, estate, or trust tax experience preferred
• Strong analytical, research, and critical-thinking abilities
• Excellent written and verbal communication
• Professional and confident client presence
• Highly organized and able to self-manage
• Strong work ethic and attention to detail
• Lacerte experience is a plus
• QuickBooks and Microsoft Excel proficiency preferred

Benefits

• Opportunity to expand beyond traditional tax compliance into: Year-round tax advisory Estate and trust planning Retirement planning Financial-plan preparation and presentation Wealth-management collaboration
• Competitive compensation
• Bonus opportunities
• Benefits
• Professional development
• Collaborative environment focused on long-term career growth