Senior Tax Accountant & Advisor

Compensation

Base pay range: $115,000 – $130,000 per year. Pay will be based on skills and experience; discuss details with recruiter.

• Seniority level:
  Associate
• Employment type:
  
  Full‑time
• Job function:
  Other

Perform necessary tax advising, compliance, reporting and planning for FCI clients.

• Provide clear proactive tax advice to FCI clients and staff; identify tax‑minimizing opportunities and strategies.
• Prepare and file accurate and timely client tax filings in collaboration with clients, staff and external professionals; improve methods, processes and procedures of preparing and filing returns.
• Conduct, memorialize, and clearly communicate research and analysis to support tax advice, compliance and planning.
• Communicate clearly and effectively with clients, staff, external professionals and tax authorities to carry out the duties of a tax professional.
• Provide day‑to‑day support, training and work direction to Tax Accountant & Advisors and Tax Assistants.
• Drive process enhancements, leveraging technology and automation to improve efficiency and accuracy.
• Demonstrate leadership within the Tax Group to further FCI’s commitment to quality and continuous improvement of client service and work processes.

• Act as an integral member of a client’s FCI client service team; contribute to client meeting planning and, as requested by Client Advisors, attend client meetings to discuss tax strategies and recommendations; manage execution of tax related tasks resulting from client meetings.
• Maintain awareness of all aspects of tax compliance for assigned clients; coordinate compliance functions provided by outside professionals.
• Review and prepare as needed necessary tax filings for clients, including individual, fiduciary, transfer, partnership, corporate and foundation tax filings.
• Review and prepare as needed quarterly and annual tax liability projections.
• Complete administrative tasks necessary to prepare and file accurate and timely tax filings for clients.
• Research and provide analysis of tax matters as needed to facilitate tax compliance and planning, communication with tax authorities, and other financial services provided to clients.
• Correspond with clients, FCI personnel, outside professionals and the authorities as needed.
• Represent client interests in tax compliance audits.
• Work directly with and supervise Tax Accountant & Advisors and Tax Assistants through training, day‑to‑day direction and providing performance feedback.
• Stay current with developments in federal, state and local income tax laws, applicable pending legislation, industry best practices and tax‑minimizing strategies, techniques and opportunities.
• Stay current with evolving technology trends (AI, automation, data analytics); champion digital transformation and process improvement initiatives.
• Complete other miscellaneous projects and participate in company initiatives as assigned.

• Accountability & Dependability: takes personal responsibility for quality and timeliness of work, achieves results with little oversight.
• Communicator: speaks, listens and writes clearly and effectively.
• Confidentiality: protects confidential information of clients and staff.
• Continuous Learning: sharpens skills on own time and attends training to reach higher potential.
• Critical Thinking: analyzes situations, solves problems and thinks critically to create improvements.
• Integrity: demonstrates the highest level of integrity of oneself.
• Organized: approaches the job in an organized and disciplined manner.
• Problem‑Solving & Conflict Resolution: uses logic and facts to analyze problems, tracks patterns and develops alternative solutions.
• Researching Information: identifies, collects and organizes data for analysis and decision‑making.
• Technical Knowledge: leverages knowledge and experience.
• Digital Agility: adapts to emerging technologies and leverages digital tools to enhance accuracy, efficiency and strategic insight.

• Bachelor’s degree required, preferably in business, accounting or related field.
• Minimum 5 years related experience, with at least 3 years…