Tax Senior

Job Details

Key Responsibilities

• Prepare and review federal and state tax returns for individuals, partnerships, S-corporations, and trusts
• Aid in tax planning strategies for high-net-worth individuals and closely held businesses
• Conduct tax research and offer guidance on complex tax issues and regulations
• Build and maintain strong client relationships through proactive communication and advisory support
• Collaborate with managers and partners on client engagements and planning initiatives
• Mentor and review work of junior staff, providing guidance and technical development
• Analyze financial data to identify tax savings opportunities and planning strategies
• Stay current on changes in tax laws and industry developments

Qualifications

• Bachelor’s degree in Accounting or related field (Master’s preferred)
• CPA license or active pursuit of CPA
• 3–6+ years of public accounting tax experience
• Strong knowledge of individual and flow-through entity taxation
• Experience working with high-net-worth clients and closely held businesses is a plus
• Excellent analytical, communication, and organizational skills
• Ability to manage multiple priorities in a deadline-driven environment

A bit about us:

We are a well-established, full-service public accounting firm with over 50 years of experience serving individuals, families, and closely held businesses across a variety of industries. Our firm is built on a client-first philosophy, emphasizing long-term relationships, high-touch service, and strategic partnership. Our team works closely with high-net-worth individuals and business owners, providing tailored tax planning, compliance, and advisory services. We pride ourselves on a collaborative, growth-oriented culture where professionals are given early responsibility and the opportunity to develop into trusted advisors.

Why Join Us?

• Competitive base salary + performance-based bonus
• 401(k) with employer contribution
• Comprehensive health, dental, vision, life, and disability insurance
• Generous PTO and paid holidays
• Flexible work environment / work-life balance focus
• CPA exam support and continuing education assistance
• Professional membership dues covered
• Clear path for career growth and advancement

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