Tax Senior

Benefits

• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Flexible schedule
• Free food & snacks
• Health insurance
• Tuition assistance
• Vision insurance

  Essential Functions

  • Performs a broad range of individual tax assignments, with a primary focus on complex Form 1040 engagements.
  • Demonstrates strong competency in individual tax technical skills, work quality, and application of professional and Firm standards.
  • Prepares and reviews complex individual tax returns (Forms 1040), including Schedules A, B, C, D, and E, as well as related disclosures.
  • Handles returns involving multi-state filings, K-1 income, investments, stock compensation, and rental activities.
  • Mets time and budget constraints and ensures all client deadlines are achieved.
  • Participates in planning and scheduling of individual tax engagements, especially during peak tax season.
  • Directs, instructs, and trains Staff and In-Charge accountants on 1040 preparation and individual tax concepts.
  • Reviews tax returns prepared by staff, provides clear feedback, and minimizes repeat errors.
  • Follows review notes, makes corrections as requested, and improves accuracy in future work.
  • Responds to and assists with IRS and state tax notices, amended returns, and post-filing activities (e.g., carrybacks, adjustments).
  • Collaborates with Supervisors, Managers, and Shareholders to develop and implement individual tax planning strategies.
  • Prepares client correspondence related to individual tax matters for review and approval.
  • Communicates directly with clients to gather information, explain tax positions, and resolve issues in a professional manner.
  • Conducts tax research specific to individual taxation as needed.

  Other Functions

  • Develops an understanding of and adheres to Firm policies and procedures, including the Firm’s Quality Control document.
  • Assumes primary responsibility (under supervision) for individual tax engagements.
  • Pursues continuing professional education with an emphasis on individual tax law and planning strategies.
  • Maintains current knowledge of IRS regulations, tax law changes, and guidance impacting individual taxpayers.
  • Participates in civic, charitable, and professional organizations.
  • Meets or exceeds annual productivity goals for chargeable hours, utilization, and realization.
  • Begins contributing to practice development, with a focus on building relationships with individual clients and referral sources.
  • Performs other duties as assigned.

  Required Experience and Skills

  • Proficiency with computer tax programs, spreadsheets, and word processing.
  • Demonstrates sound critical thinking, professional judgment, and decision-making skills.
  • Current knowledge of accounting principles and federal, state, and local tax regulations.
  • Displays the self-motivation to ask for and successfully complete the types of assignments and special projects that will further increase technical skills, especially if required for a specific area of expertise.
  • Educated in accounting or a related field.
  • Effective verbal and written communication skills.
  • Conducts themselves with integrity in a responsible, professional manner and appearance.
  • Excellent organizational and time management skills.

  Required Education

  • Bachelor’s in accounting or related field

  Required Experience

  • 3 years progressive experience in public accounting

  License/Certification

  • CPA preferred

  Working Requirements

  • Occasional travel for meeting with clients or to attend seminars or staff meetings using a personal vehicle is likely.
  • Out-of-town travel with overnight stay is possible.
  • Overtime is expected throughout the year and heavy overtime is required from January through April.

  Safety

  • Minimal hazards.
  • General office working conditions.
  • May be required to lift files/boxes in the range of 10-20 pounds.

  Kerkering, Barberio & Co.

  is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors. We respect each of our employees’ unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics.