Sr. Tax Accountant/Tax Manager

Job Details

This Jobot Job is hosted by: Dana Stark

Key Responsibilities

• Prepare and review complex federal and state individual, partnership, S corporation, C corporation, trust, and other business tax returns.
• Provide proactive tax planning, consulting, and strategic recommendations to clients.
• Ensure timely and accurate completion of all tax engagements in accordance with applicable laws and firm standards.
• Identify and mitigate tax risks while maintaining compliance with federal, state, and local tax regulations.
• Prepare tax workpapers, research technical tax issues, and respond to client tax inquiries.
• Manage tax audits, notices, and information requests from taxing authorities.
• Maintain tax balances and reconcile tax-related general ledger accounts.
• Client Accounting & Advisory Services:
• Review and adjust client accounting records to ensure accuracy prior to tax return preparation.
• Prepare and review journal entries, account reconciliations, and year-end adjusting entries.
• Ensure client books reconcile to prior-year tax returns.
• Provide QuickBooks consulting, setup, troubleshooting, and training.
• Prepare financial statements and other management reports as needed.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA license
• Minimum of 10 years of public accounting experience with increasing responsibility.
• Strong experience preparing and reviewing complex individual and business tax returns.
• Experience with tax planning and client consulting.
• Working knowledge of QuickBooks and financial statement preparation.
• Experience supervising or mentoring accounting staff preferred.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written, verbal, and interpersonal communication skills.
• Ability to manage multiple engagements while meeting deadlines in a fast-paced environment.

Preferred Skills

• Experience with tax compliance and tax planning.
• Public accounting experience serving privately held businesses and high-net-worth individuals.
• Knowledge of audit, review, and compilation engagements.
• Strong client relationship management skills.
• Commitment to delivering exceptional client service while maintaining the highest standards of professionalism and integrity.

Why Join Us?

We are a trusted public accounting firm dedicated to helping individuals, businesses, and organizations achieve their financial goals through personalized, high-quality service. With decades of experience, the firm provides a comprehensive range of services, including tax planning and preparation, audit and assurance, accounting, payroll, retirement plan administration, and business consulting. Built on a foundation of integrity, professionalism, and lasting client relationships, we combine technical expertise with a commitment to understanding each client's unique needs and delivering practical, reliable solutions.

About the Role

The Senior Tax Accountant/Tax Manager is responsible for managing a portfolio of individual and business tax clients while providing exceptional client service, technical tax expertise, and leadership to accounting staff. This role oversees tax compliance, tax planning, client accounting services, and financial reporting engagements while ensuring timely, accurate, and compliant deliverables.

Skills

• Tax Compliance
• Tax Planning
• Client Consulting
• QuickBooks
• Financial Statement Preparation
• Accounting Staff Supervision
• Client Relationship Management
• Technical Tax Expertise
• Leadership

Benefits

Not specified

Pay

$100,000 - $125,000 per year

Schedule

Not specified

Application Instructions

Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Company Information

We are a trusted public accounting firm dedicated to helping individuals, businesses, and organizations achieve their financial goals through personalized, high-quality service. With decades of experience, the firm provides a comprehensive range of services, including tax planning and preparation, audit and assurance, accounting, payroll, retirement plan administration, and business consulting. Built on a foundation of integrity, professionalism, and lasting client relationships, we combine technical expertise with a commitment to understanding each client's unique needs and delivering practical, reliable solutions.