Senior Tax Lead

About the role

Founded and led by former IRS auditors and based in American Fork, Utah, with an additional office in Salt Lake City, we are an established tax and accounting firm helping individuals and closely held businesses navigate complex tax, accounting, and payroll matters. Our team combines decades of experience with an in-depth understanding of the tax code, providing proactive planning, compliance, and problem-solving beyond traditional year-end tax filings. We offer a collaborative environment where professionals can broaden their technical experience, develop long-term client relationships, and build a meaningful career.

Hosted by: Tammy Rivera

Responsibilities

• Prepare and review individual, C-Corporation, S-Corporation, and other business tax returns with minimal supervision.
• Support tax engagements for individuals and closely held businesses, with a strong emphasis on S-Corporations and Partnerships.
• Maintain, analyze, and clean up client accounting records using QuickBooks Online.
• Work directly with clients to gather financial information, understand tax and business needs, and manage filing timelines.
• Research federal, state, and local tax matters and identify appropriate solutions for clients.
• Assist Tax Managers and Partners with client relationship management and engagement execution.
• Coordinate with firm leadership on larger client engagements.
• Identify engagement issues and recommend practical solutions.
• Help ensure accurate, complete, and timely tax filings.
• Support tax planning and compliance activities across multiple client engagements.

Qualifications

• Bachelor’s degree in Accounting preferred; relevant professional experience may be considered in place of the degree.
• Minimum of 5+ years of tax accounting experience.
• Hands-on experience preparing and reviewing individual and business tax returns.
• Ability to lead and mentor others.
• Strong experience with S-Corporation and Partnership taxation.
• Working knowledge of federal, state, and local tax codes and regulations.
• Experience using QuickBooks, preferably QuickBooks Online, for bookkeeping, analysis, and client-book cleanup.
• Experience with professional tax software, preferably UltraTax.
• Ability to independently prepare and review tax returns of varying complexity.
• Proven ability to research tax matters, identify issues, and provide practical solutions.
• Experience communicating directly with clients and gathering required tax and accounting information.
• Active CPA license, Enrolled Agent credential, or CPA eligibility preferred.

Benefits

• Medical, dental, and vision coverage
• 401(k) with Company Match
• Flexible Work Environment: Including flexible summer hours
• Career Advancement: Clear growth opportunity
• Broad Tax Exposure: Work with individuals and closely held businesses across varied tax engagements
• Collaborative Culture: Join a supportive team that values expertise, integrity, balance, and meaningful client relationships

Pay

Salary: $80,000 - $100,000 per year

Schedule

Flexible summer hours offered.