Senior Tax Accountant

Tax Preparation & Compliance

We are seeking an experienced and client-focused tax professional to support complex tax compliance, advisory services, and firm-wide initiatives. This role offers the opportunity to work closely with clients, tax managers, and wealth advisors while contributing to high-quality tax solutions and continuous process improvement.

• Prepare and review complex federal, state, and local tax returns for individuals, businesses, and trusts, including but not limited to Forms 1040, 1120, 1120S, 1065, 1041, and 990.
• Prepare extensions, tax projections, and quarterly estimated tax payments.
• Analyze financial statements and supporting documentation to ensure accurate and compliant tax reporting.
• Input, research, and correct transactions in Quick Books Online; perform account reconciliations, journal entries, and generate financial statements.
• Assist in managing client relationships and support tax managers with client communications and tax planning initiatives.
• Collaborate with wealth advisors to coordinate integrated, tax-efficient strategies.
• Research tax issues and clearly communicate findings, including responses to inquiries and notices from taxing authorities.
• Identify and recommend tax planning opportunities through a comprehensive understanding of client business operations and personal financial circumstances.
• Provide support to colleagues on tax software and accounting platforms.
• Contribute to the implementation of best practices to enhance efficiency, accuracy, and firm-wide processes.
• Effectively manage multiple priorities and projects while consistently meeting deadlines with a high level of precision.

• Stay current on changes in tax laws and regulations and pursue ongoing professional education.
• Offer insights and recommendations to enhance firm policies, workflows, and operational effectiveness.

• Active CPA certification required.
• Minimum of five years of client-facing public accounting experience.
• Experience preparing business tax returns strongly preferred.
• Demonstrated commitment to exceptional client service and collaborative teamwork.
• Excellent verbal, written, and interpersonal communication skills.
• Strong problem-solving skills with the ability to understand client concerns and deliver appropriate solutions.
• Proficiency in Quick Books, Ultra Tax, Salesforce or other CRM systems, Microsoft Office 365, and Microsoft Outlook preferred.

• Paid Time Off (PTO) for vacation, sickness or personal time
• Support for continuing education and relevant designations
• Business casual dress code
• Company sponsored celebrations

• Hybrid: in-office and remote work environment
• Monday – Friday 8:00 AM – 5:00 PM
• Increased hours during peak seasons

Salary Range: $60,000 - $90,000 annually