Senior Tax

Overview

• Lead tax advisory and preparation services for diverse clients, including individuals, partnerships, and corporations.
• Collaborate within a dynamic accounting firm committed to excellence and innovation.
• Utilize advanced software tools to enhance tax compliance and operational efficiency.
• Engage with clients across industries, expanding professional expertise and networks.
• Develop expertise in multi-state filings and complex financial adjustments.
• Participate in strategic initiatives to drive client portfolio growth and firm success.
• Contribute to organizational succession planning and long-term development.

Key Responsibilities & Duties

• Prepare and review detailed tax returns for individuals, partnerships, and corporations.
• Ensure accuracy and compliance in financial records and tax filings.
• Utilize advanced accounting software for efficient tax operations.
• Manage multi-state tax filings and intricate partnership K-1s.
• Collaborate with teams to create tailored tax solutions for clients.
• Provide guidance on complex tax regulations and compliance matters.
• Engage with clients to understand and address their financial objectives.
• Support firm initiatives by fostering and expanding client relationships.

Job Requirements

• Bachelor's degree in Accounting or related field is required.
• Minimum 2 years of tax preparation experience; 5 years preferred.
• Proficiency in QuickBooks and advanced tax software is essential.
• CPA certification or progress toward certification is advantageous.
• Strong skills in handling complex tax filings and multi-state compliance.
• Ability to manage diverse client portfolios effectively.
• Excellent communication and collaboration skills to build client trust.
• Commitment to delivering high-quality service and maintaining integrity.