Tax Senior - HYBRID

Location: Hamilton, OH (Hybrid)

About the role

We are seeking a highly organized and technically proficient Tax Senior to join our growing tax department. In this role, you will prepare and review complex tax returns, conduct detailed tax research, and serve as a key advisor to clients while supervising junior staff.

Responsibilities

• Lead the preparation and initial review of federal and state tax returns for individuals, corporations, partnerships, and trusts.
• Perform deep-dive research on complex tax issues to ensure compliance and identify tax-saving opportunities for clients.
• Manage and mentor Tax Associates, providing guidance on technical issues and reviewing their work for accuracy and completeness.
• Coordinate tax engagements from start to finish, ensuring all deadlines are met and client deliverables are of the highest quality.
• Assist in tax planning and consulting projects, translating complex tax laws into actionable advice for stakeholders.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field. A Master's in Taxation (MST) is a plus.
• Active CPA license or significant progress toward completion.
• 2+ years of experience in public accounting.
• Proficiency in tax software (e.g., CCH Axcess, GoSystem, or Lacerte) and advanced Microsoft Excel skills.
• Strong understanding of current tax codes and regulations, including ASC 740 and state/local tax (SALT) issues.

Benefits

• Competitive base salary ($75K-$115K) + annual bonus + stock options.
• Paid time off, sick time, and paid holidays.
• Medical, dental, and vision plans.
• 401k match + stock options.
• Life and disability insurance.
• Firm-sponsored CPE credits and support for specialized certifications.
• Hybrid or remote work options.

Why Join Us?

• Direct exposure to partners and a clear trajectory toward Tax Manager roles.
• Supportive, team-oriented environment that values technical excellence and professional integrity.
• Modern work-life balance initiatives.

Must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.