Individual Tax Senior

Overview

• Join a dynamic accounting firm as an Individual Tax Senior, specializing in individual tax compliance and strategic planning.
• Collaborate with seasoned professionals to deliver tailored tax solutions to a diverse client base.
• Engage in impactful projects that shape effective tax strategies and ensure compliance.
• Leverage cutting-edge tools and resources to optimize tax preparation and reporting workflows.
• Benefit from a supportive work environment emphasizing innovation and professional growth.
• Enjoy the flexibility of remote work arrangements, fostering work-life balance.
• Participate in structured professional development programs and clear career advancement pathways.
• Contribute to a firm dedicated to delivering exceptional client service and impactful results.

Key Responsibilities & Duties

• Prepare and review individual tax returns (1040), ensuring precision and regulatory compliance.
• Conduct in-depth tax research to provide expert guidance and ensure adherence to regulations.
• Supervise and mentor junior accountants, fostering their professional growth and skill development.
• Manage multiple client accounts, delivering customized tax solutions and strategic planning.
• Collaborate with partners to develop and implement effective tax strategies.
• Ensure compliance with U.S. GAAP/GAAS standards and current tax regulations.
• Utilize advanced tax software for efficient preparation, processing, and reporting tasks.
• Engage directly with clients to address inquiries and provide expert tax advice.

Job Requirements

• Bachelor’s degree in Accounting or a related field; Master’s degree preferred.
• CPA certification preferred; eligibility requirements must be met.
• Minimum of 3 years of experience in individual tax preparation; 5 years preferred.
• Proficiency in preparing and reviewing 1040 tax returns with strong attention to detail.
• Comprehensive knowledge of U.S. GAAP/GAAS and tax regulations.
• Experience with tax software such as ProSystem Tax or OneSource Trust Tax.
• Exceptional analytical and organizational skills to manage complex tasks effectively.
• Ability to thrive in remote work settings while maintaining productivity and collaboration.