Senior Tax Accountant (Preparer)

Your Role

The Tax team in Westwood is hiring a Senior Tax Accountant (Preparer) to join our dynamic group of tax professionals. This selected candidate is influential in the process of preparing tax returns and assisting clients with various tax matters.

What will you do

• Preparation of federal and multi-state income tax returns.
• Partner closely with high-net-worth individuals, large family groups, and family offices to handle tax work papers for their businesses, investments and estate planning entities.
• Prepare tax accounting adjustments and financial statements for individuals, corporations, partnerships, trusts, and estates.
• Prepare personal, corporate, partnership, and estate/trust tax returns of varying complexity.
• Prepare payroll tax returns for state and federal reporting.
• Understand client tax issues and situations and assist with tax research.
• Identify and recommend tax strategies that better position a client’s understanding of tax law.
• Correspondence with tax authorities, and/or IRS inquiries. Draft responses to governmental queries, notes, or mandates.
• Aid other team members with accounting responsibilities, as necessary.
• Uphold the firm's code of ethics and business conduct.

What Do you Need to Succeed

• 3+ years of experience preparing complex tax returns within a tax department in a public accounting, business management, or tax advisory firm.
• Experience working with tax preparation software such as BNA and CCH Axcess.
• Competency in Microsoft applications including Word, Excel and Outlook.
• Self-motivated with excellent organization skills.
• Strong verbal and written communication skills a must.
• Attention to detail and ability to multi-task is a must.
• Strong organizational and problem-solving skills.
• Exceptional interpersonal skills.
• Friendly and professional demeanor.
• Ability to work well with a team and pitch in when needed.

What Will Set You Apart

• Bachelor's degree in Accounting, Finance, or related field from an accredited institution strongly preferred.
• CPA, EA, or JD license preferred.

Physical Requirements

• The role requires standing, walking, crouching, and lifting up to 15 pounds.
• The position involves frequent use of hands as well as reaching with hands and arms.
• The employee will regularly be required to talk, hear, see, and sit.
• The work environment may involve a moderate to loud noise level.

Salary Range

The salary range for this role is $85,000 - $115,000 and represents the firm’s good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will be dependent upon a number of factors, including but not limited to, the candidate’s relevant experience, qualifications, and location.

What We Offer

• Accrue 15 PTO days annually, giving you time to rest and recharge.
• A 401(k) plan with quarterly employer match contributions, when eligible, to help you build your financial future.
• Ten paid holidays each year, plus one extra floating holiday for added flexibility.
• Summer work hours, to allow you to leave work early on designated dates.
• Hybrid work schedules, if applicable, to increase commute convenience.
• Comprehensive medical, dental, and vision coverage to support your health and wellness.
• Access to Flexible Spending Accounts to help manage eligible healthcare and dependent care expenses.
• Basic Life and AD&D insurance for added peace of mind.
• Voluntary Life and AD&D coverage for additional protection.
• Long-term Disability benefits to support you during unexpected challenges.
• Voluntary Critical Illness, Cancer, Hospital Indemnity, and Accident coverage for expanded financial security.
• Wellness activities to promote awareness of the importance of your health across all aspects of your life.
• Pet insurance options so your furry family members are covered too.