Senior Tax Accountant

Overview

The Tax Senior plays a key role within the firm’s tax practice, responsible for preparing and reviewing complex individual, trust, and business tax returns while ensuring compliance with current federal, state, and local tax laws. This role collaborates closely with internal teams to support accurate reporting, tax planning initiatives, and timely filings while maintaining high standards of quality and compliance.

• Prepare and review complex tax returns for individuals, partnerships, corporations, estates, and trusts.
• Analyze financial data and ensure accuracy and completeness of supporting documentation.
• Stay current with evolving tax codes, regulations, and compliance requirements.
• Identify opportunities for tax savings, credits, and deferrals through proactive analysis.
• Support the internal tax team during tax season to ensure timely and accurate filing.
• Work closely with other tax team members to deliver high-quality tax services.
• Review work prepared by team members, providing guidance and constructive feedback.
• Collaborate cross-functionally to ensure integrated service delivery.
• Assist in identifying additional services that may be appropriate based on tax analysis.
• Contribute to the development of firm tax policies, procedures, and internal training initiatives.

• Bachelor’s degree from an accredited college or university in Accounting, Finance, or a related field.
• 3–5 years of experience in public accounting or tax preparation.
• Authorized to work in the United States on a permanent basis.

• Active CPA license or CPA eligibility.
• Experience with trusts, estates, and multi-entity structures.
• Strong background in tax research and planning for closely held businesses.

This position operates in a professional office environment with a quiet to moderate noise level. The role requires regular use of a computer and office equipment and the ability to sit for extended periods. Occasional standing, movement, reaching, and lifting up to 10 lbs may be required. Limited travel may be necessary.