Senior Tax Preparer

About the role

We are seeking an experienced, initiative-taking and detail-oriented Senior Preparer (Individual focus) to join our team. This position is ideal for a tax professional with a strong background in individual tax preparation who is committed to delivering exceptional client service and a desire to contribute meaningfully to a growing firm. The Senior Preparer will manage complex 1040 returns, provide proactive tax planning, and mentor other staff.

Responsibilities

• Manage, execute, and review client engagements related to our personal tax clients.
• Prepare and review individual tax returns, including multi-state and local filings.
• Experience with corporate, partnership, estate, trust, and gift tax returns are helpful but not required.
• Provide proactive tax planning, projections, and strategic financial guidance to help clients minimize liabilities and optimize outcomes.
• Ensure accuracy and compliance throughout the tax preparation process, assist with reconciliations and year end support as needed.
• Prepare Schedule C, E and F from client provided documents.
• Mentor and provide guidance to Staff and Junior Accountants on assignments and professional development.
• Cultivate and maintain strong, trust-based relationships with clients, proactively addressing their needs and questions.
• Assist with business development and networking activities to grow the firm's client base.
• Stay up to date on changes in tax laws.

Requirements

• Bachelor’s degree in accounting.
• CPA license is strongly preferred but not required.
• Minimum 3–5 years of experience in individual tax preparation and planning.
• Experience with various accounting software programs (e.g., QuickBooks, UltraTax, Accounting CS, Office Tools, and TaxDome) is a plus.
• Expert knowledge of tax compliance and planning strategies.
• Superior analytical and problem-solving skills with meticulous attention to detail.
• Excellent written and verbal communication skills, with the ability to explain complex financial information to clients.
• Demonstrated supervisory and team-building skills.
• Strong organizational and time management skills, with the ability to manage multiple projects and meet deadlines.
• A commitment to delivering high-quality, efficient, and effective service.