Individual Tax Senior

Overview

• Join a leading accounting firm as an Individual Tax Senior, specializing in tax compliance and client management.
• Collaborate with partners and associates to deliver exceptional tax solutions and services.
• Work remotely with the option for a hybrid schedule if based in New Jersey.
• Manage multiple client accounts, ensuring accurate tax preparation and compliance.
• Utilize your expertise in U.S. GAAP/GAAS and tax regulations to provide technical insights.
• Engage directly with clients to address tax-related inquiries and deliver tailored solutions.
• Contribute to a collaborative and dynamic work environment focused on professional growth.
• Benefit from flexible work arrangements and comprehensive employee wellness programs.

Key Responsibilities & Duties

• Prepare and review individual tax returns (1040) ensuring compliance with applicable regulations.
• Conduct tax technical research to support accurate and compliant tax filings.
• Supervise and mentor associate accountants, fostering their professional development.
• Manage numerous client accounts, maintaining strong relationships and delivering tailored tax solutions.
• Collaborate with partners to strategize and implement effective tax planning initiatives.
• Ensure adherence to U.S. GAAP/GAAS standards and tax regulations in all engagements.
• Utilize software such as ProSystem Tax or OneSource Trust Tax for efficient tax processing.
• Engage in direct client contact to address inquiries and provide expert tax guidance.

Job Requirements

• Bachelor’s degree in Accounting; Master’s degree preferred.
• CPA certification preferred; must meet credit requirements for CPA eligibility.
• Minimum of 3 years of experience in individual tax preparation; 5 years preferred.
• Extensive experience with 1040 tax returns highly preferred.
• Proficiency in U.S. GAAP/GAAS and U.S. tax regulations.
• Knowledge of ProSystem Tax or OneSource Trust Tax software is a plus.
• Strong analytical skills and attention to detail for accurate tax compliance.
• Ability to work independently in a remote setting or hybrid schedule.