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.
• Client Relationship Management:
• Build and maintain strong, long-term relationships with clients.
• Serve as a trusted advisor by providing responsive communication and proactive guidance.
• Manage multiple client engagements while meeting deadlines and quality standards.
• Communicate project status, information requests, and recommendations to clients and internal team members.
• Leadership & Staff Development:
• Supervise, mentor, and review the work of accounting staff.
• Cook up workflow and assignments to maximize efficiency and client service.
• Provide coaching and performance feedback to junior team members.
• Promote collaboration and support firm recruiting, training, and professional development initiatives.
• Financial Reporting & Assurance:
• Manage or assist with audit, review, and compilation engagements for privately held, nonprofit, and governmental entities.
• Prepare compiled financial statements and related regulatory filings.
• Ensure engagements comply with professional standards and firm quality requirements.
• Jobot is an Equal Opportunity Employer.

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.