Tax Senior

Overview

• Lead tax compliance and accounting operations, ensuring accurate financial records and adherence to federal and state regulations.
• Support tax planning initiatives, identifying opportunities for process improvements and efficiencies.
• Collaborate with cross-functional teams to manage monthly, quarterly, and year-end close processes.
• Prepare and review federal, state, and local tax returns for various entities.
• Maintain fixed assets, depreciation schedules, and reconciliations to ensure accurate reporting.
• Research and interpret tax regulations, providing recommendations and documentation.
• Respond to IRS/state notices and support audits to resolve tax-related issues.
• Assist with tax provision calculations and compliance processes, including extensions and estimated payments.

Key Responsibilities & Duties

• Prepare and review tax filings for individuals, partnerships, and corporations, ensuring compliance with regulations.
• Manage bookkeeping and financial reporting, maintaining accurate general ledger entries and account reconciliations.
• Perform monthly, quarterly, and year-end close processes, preparing financial statements and supporting schedules.
• Research and analyze tax laws, documenting conclusions and providing actionable recommendations.
• Respond to tax-related inquiries, supporting audits and resolving notices efficiently.
• Collaborate with finance and operations teams to enhance tax compliance and reporting processes.
• Identify and implement opportunities for tax planning and process improvements.
• Utilize tax and accounting software to streamline operations and ensure accuracy.

Job Requirements

• Bachelor’s degree in Accounting or related field; CPA or CPA track preferred.
• 3–6 years of tax and accounting experience, ideally in public accounting.
• Proficiency in federal and state tax compliance, including ASC 740 concepts.
• Hands-on experience with bookkeeping, month-end close, and financial reporting.
• Expertise in tax and accounting software such as CCH, ProSystem fx, and QuickBooks.
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple deadlines and priorities effectively.
• Process-oriented mindset with a focus on efficiency and accuracy.