Tax Senior
KB Search Team · Fort Wayne, IN · 2 wk ago
Accounting$80k–$100k/yrFull-time
Currently looking for a Tax Senior for our client's Fort Wayne, Indiana office. This hybrid position (in office three days/week) is a step toward manager for someone ready to lead engagements and develop junior team members. You will prepare complex individual, business and fiduciary returns and take on first-level review of staff work. Tax Senior Responsibilities Prepare complex federal, state and local returns for individuals (1040), partnerships (1065), S corporations (1120-S), C corporations (1120), trusts and estates (1041), and nonprofits (990) Handle high-net-worth individual returns with multi-state filings, K-1 flow-through activity, investment income and passive activity rules Prepare tax provisions, estimated payments, extensions and workpapers that support each return Perform first-level review of returns and workpapers prepared by staff and interns Give clear, constructive review notes and coach junior staff on technical issues and firm procedures Help managers plan engagements, manage deadlines and keep work moving through the review queue Serve as a day-to-day contact for clients: gather information, answer questions and resolve open items Research tax issues and document conclusions in clear memos Help respond to IRS and state notices and support tax planning projects Use UltraTax CS for return preparation and SurePrep for document intake, workpaper binders and automated data entry Work alongside the assurance team on engagements that use CaseWare and GoFileRoom Suggest improvements to workflow and use of the firm's technology Tax Senior Profile 5+ years of tax experience in a public accounting (CPA) firm Bachelor's degree in Accounting or related field Master's degree in taxation or accounting, a Plus CPA License, or actively pursuing it Hands-on experience with UltraTax CS Hands-on experience with SurePrep Experience with GoFileRoom for document management and workflow, a Plus Experience with CaseWare, a Plus Proven ability to prepare complex individual and business returns with minimal supervision Experience reviewing the work of staff and giving useful feedback Strong working knowledge of federal and multi-state tax law Experience with high-net-worth individuals, closely held businesses or trusts and estates Ability to manage several engagements and deadlines during busy season Clear written and verbal communication with clients and colleagues Ability to work in the Fort Wayne office three days per week Tax Senior Benefits Competitive salary based on experience: $80,000 - $100,000 Annual performance based bonus Hybrid schedule: three days in the Fort Wayne office, two days remote Health, dental and vision insurance; 401(k) Paid time off and paid holidays - Firm closes between Christmas and New Year's CPE support and CPA exam and license reimbursement A clear path to Manager and beyond Reports to: Tax Manager / Tax Partner Currently seeking local/commutable candidates.