Senior Tax

Overview

• The Senior Tax role involves managing complex tax returns for diverse clients, including high-net-worth individuals, partnerships, and corporations.
• Contribute to a boutique public accounting firm with a focus on delivering exceptional tax and accounting services.
• Work closely with experienced professionals, including former Big 4 and national firm experts.
• Engage with a variety of industries such as real estate, manufacturing, technology, and entertainment.
• Utilize QuickBooks and Lacerte software to prepare and adjust client books for tax filings.
• Opportunity to expand skills in accounting services, audits, and financial adjustments.
• Collaborate on multi-state tax filings and complex K-1s for partnerships and S corporations.
• Contribute to the firm's growth and succession planning by managing client portfolios.

Key Responsibilities & Duties

• Prepare and review complex tax returns for individuals, partnerships, S corporations, and C corporations.
• Adjust client books and records to ensure accuracy and readiness for tax filings.
• Utilize QuickBooks and Lacerte software for efficient tax preparation and accounting services.
• Conduct multi-state tax filings and manage intricate K-1s for diverse client portfolios.
• Collaborate with partners and team members to deliver high-quality tax solutions.
• Provide technical expertise and guidance on complex tax issues and regulations.
• Engage with clients across various industries, including real estate, manufacturing, and entertainment.
• Support the firm's succession planning by managing and expanding client relationships.

Job Requirements

• Bachelor of Science (BS) in Accounting or related field is required.
• Minimum of 2 years of experience in taxation and accounting; 5 years preferred.
• Proficiency in QuickBooks is essential; experience with Lacerte software is advantageous.
• CPA certification or parts thereof is preferred but not mandatory.
• Strong technical skills in preparing complex tax returns and multi-state filings.
• Ability to manage diverse client portfolios, including high-net-worth individuals and corporations.
• Experience in adjusting client books and records for tax preparation.
• Excellent communication and collaboration skills to work effectively with clients and team members.