Sr. Client Tax Accountant

About the role

As a Senior Client Tax Accountant, you will support individuals with tax planning, preparation, and filing services, advising clients directly on complex tax matters and delivering accurate returns across multiple jurisdictions. You will work closely with financial planning professionals to align tax guidance with broader client objectives, prepare and review federal, state, and local individual income tax returns (including Forms 1040, W‑2s, 1099s, and K‑1s), research complex tax questions, help resolve filing issues, partner with financial planning teams, review work prepared by junior tax accountants, provide feedback, train and mentor team members, maintain organized documentation, and clearly communicate tax outcomes to clients.

Responsibilities

• Prepare and review federal, state, and local individual income tax returns
• Work with Forms 1040 and supporting documents including W‑2s, 1099s, and K‑1s
• Advise clients on tax compliance, filings, planning opportunities, and broader tax strategy
• Research complex tax questions and help resolve filing issues and discrepancies
• Partner with financial planning teams to support broader client goals
• Review work prepared by Client Tax Accountants and provide timely, constructive feedback
• Train, coach, and mentor team members
• Maintain organized documentation and clearly communicate tax outcomes to clients

Requirements

• 5–7+ years of tax experience within a public accounting firm
• Experience preparing and reviewing individual tax returns