Senior Accountant – Tax And Partner Finance

Senior Accountant – Tax and Partner Finance Overview

• The Senior Accountant – Tax and Partner Finance will manage tax compliance, reporting, and advisory processes for a professional services firm.
• Collaborate with finance leadership, external advisors, and stakeholders to ensure compliance with federal, state, and local tax regulations.
• Play a key role in preparing and reviewing partnership tax filings, including Schedule K-1s and related documentation.
• Support tax planning initiatives, research regulatory changes, and advise on the tax implications of business transactions.
• Contribute to process improvement efforts, optimizing tax systems and controls for efficiency and accuracy.
• Assist in audits and regulatory inquiries, coordinating documentation and liaising with external advisors.
• Ensure accurate tax reporting and provisions in compliance with US GAAP standards.
• Work in a dynamic environment, supporting the firm’s financial strategy and growth objectives.

Senior Accountant – Tax and Partner Finance Key Responsibilities & Duties

• Prepare and review federal, state, and local tax filings for the firm and related entities.
• Coordinate quarterly estimated tax payments and annual tax filings, ensuring timely submissions.
• Assist in preparing quarterly and annual tax provisions in accordance with US GAAP.
• Research and analyze federal, state, and local tax issues affecting the firm.
• Support IRS, state, and local tax examinations, providing required documentation.
• Identify opportunities to improve tax processes, controls, and efficiencies.
• Prepare tax-related journal entries, account analyses, and supporting schedules.
• Collaborate with external advisors on compliance and planning matters.

Senior Accountant – Tax and Partner Finance Job Requirements

• Bachelor’s degree in Accounting, Finance, or a related field is required.
• 4-7 years of tax experience in professional services, public accounting, or corporate tax departments.
• Strong knowledge of US federal and state tax regulations, including PTET elections.
• Experience preparing or reviewing partnership tax returns and Schedule K-1s.
• Advanced proficiency in Microsoft Excel and familiarity with accounting systems like Elite or SAP.
• CPA certification or active progress toward CPA is preferred.
• Strong analytical, organizational, and problem-solving skills are essential.
• Ability to work in a fast-paced, dynamic environment with tight deadlines.