Tax Senior Staff

Job Summary

As a Tax Senior Staff Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Staff Accountant works with the Tax Senior Accountant to assist internal leaders to ensure high-quality work is delivered to our clients, while given the opportunity to experience more complex areas of tax and work on the development of supervisory skills necessary to prepare for the Senior level.

Job Description

• Tax Preparation
• Absorb responsibility for preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities
• Organize and review client-provided financial information, ensuring accuracy and completeness
• Utilize tax software and tools to input data, calculate tax liabilities, deductions, and credits
• Research and Analysis
• Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines
• Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues
• Prepare tax projections and estimates to guide clients in making informed financial decisions
• Client Communication
• Communicate with clients to gather necessary information and address inquiries related to tax matters
• Aid in explaining complex tax concepts and implications to clients in a clear and understandable manner
• Collaborate with internal staff to provide timely updates and recommendations to clients on their tax situations
• Compliance and Documentation
• Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely
• Maintain organized and comprehensive tax files and documentation for each client engagement
• Afford assistance in tracking changes in tax laws and regulations and their potential impact on clients
• Team Collaboration
• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
• Support senior team members in complex tax projects, including audits and specialized tax services
• Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
• Supervisory Responsibilities
• None

Work environment

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift to 15 pounds at a time

Physical demands

• Minimal distractions

Required Education And Experience

• Bachelor’s degree in accounting, finance, or a related field
• 2 – 3 years of relevant experience

Preferred Education And Experience

• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
• Responsible for completing the minimum CPE credit requirement