TAX SENIOR ACCOUNTANT

About the role

At Jeff Baker & Associates, we believe great accounting is about more than tax returns. We serve as trusted advisors who understand our clients' goals, challenges, and opportunities. Our team works closely with business owners, families, fiduciaries, and high-net-worth individuals to provide proactive tax planning and guidance that creates meaningful impact. We are building a destination workplace where talented professionals are challenged, supported, and given opportunities to grow. We believe in continuous improvement, accountability, professional development, and investing in our people.

Responsibilities

• Prepare and review complex individual income tax returns (Form 1040)
• Prepare and review fiduciary income tax returns (Form 1041)
• Prepare estate tax returns and assist with estate administration matters
• Prepare and review partnership, S corporation, and C corporation returns
• Perform tax research and prepare written conclusions
• Absorb and communicate IRS and state tax notices and correspondence
• Identify tax planning opportunities and communicate recommendations to clients
• Manage multiple engagements simultaneously while meeting deadlines
• Communicate directly with clients regarding tax matters, information requests, and project status
• Train and mentor staff accountants and interns
• Review workpapers and provide constructive feedback
• Collaborate with firm leadership on complex client matters
• Participate in process improvement initiatives and development of firm best practices

Qualifications

• CPA, EA, or CPA candidate preferred
• Bachelor's degree in Accounting required
• 4+ years of public accounting tax experience required
• Demonstrated experience preparing and reviewing complex tax returns
• Estate and trust experience required
• Strong understanding of federal income tax law
• Excellent written and verbal communication skills
• Ability to work independently and manage deadlines
• Strong organizational and project management skills

Benefits

• Competitive compensation based on experience
• Medical insurance
• 401(k) with employer match
• Paid time off
• Paid holidays
• CPA and EA licensing support
• Continuing professional education
• Professional development opportunities
• Leadership development opportunities
• Clear advancement pathways within the firm