Tax Senior Staff

About the Role

As a Tax Senior Staff Accountant, you will prepare financial information for clients, including business and individual tax returns, while gaining exposure to a diverse client base across various industries. You will work with the Tax Senior Accountant to deliver high-quality work, tackle complex tax areas, and develop supervisory skills in preparation for a Senior-level role.

Responsibilities

• Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.
• Organize and review client-provided financial information to ensure accuracy and completeness.
• Use tax software and tools to input data, calculate tax liabilities, deductions, and credits.
• 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.
• Assist in preparing tax projections and estimates to guide clients in making informed financial decisions.
• Communicate with clients to gather necessary information and address tax-related inquiries.
• Explain complex tax concepts and implications to clients in a clear and understandable manner.
• Collaborate with internal staff to provide timely updates and recommendations on clients’ tax situations.
• Ensure adherence to tax regulations and deadlines, filing tax returns accurately and on time.
• Maintain organized and comprehensive tax files and documentation for each client engagement.
• Track changes in tax laws and regulations and assess their potential impact on clients.
• Collaborate with other tax professionals 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 technical skills and stay updated on industry trends.

Requirements

• Bachelor’s degree in accounting, finance, or a related field.
• 2–3 years of relevant experience.
• Proficiency in software such as CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research.

Preferred Qualifications

• Experience in a professional service environment, such as a CPA firm, financial consulting firm, or similar setting.
• Actively working toward achieving CPA, Enrolled Agent licensure, or relevant certification (if not already attained).
• Commitment to completing the minimum Continuing Professional Education (CPE) credit requirement.

Work Environment

• Professional office environment with minimal distractions.
• Prolonged periods of sitting at a desk and working on a computer.
• Ability to lift up to 15 pounds at a time.
• Travel may be frequent and unpredictable, depending on client needs.

About the Company

UHY is one of the nation’s largest professional services firms, providing audit, tax, consulting, and advisory services primarily to middle-market clients. As an independent member of UHY International, we are part of a top 20 global network of accounting and consulting firms. We collaborate with clients to develop flexible, innovative solutions tailored to their business challenges.

Benefits

• Collaborative and supportive work environment.
• Competitive compensation packages tailored to role, qualifications, and expertise.
• Comprehensive benefits, including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO).