Tax Senior

Tax Senior Overview

• As a Tax Senior, lead tax compliance and accounting operations, ensuring adherence to regulations and accurate financial reporting.
• Drive impactful tax planning initiatives, identifying opportunities for efficiency and process improvements.
• Collaborate with cross-functional teams to manage monthly, quarterly, and year-end financial close processes.
• Prepare and review federal, state, and local tax returns for diverse entities, ensuring compliance.
• Maintain fixed assets, depreciation schedules, and reconciliations for accurate reporting.
• Research and interpret tax regulations, providing actionable recommendations and documentation.
• Support audits and respond to IRS/state notices to resolve tax-related issues effectively.
• Assist with tax provision calculations, compliance processes, extensions, and estimated payments.

Tax Senior Key Responsibilities & Duties

• Prepare and review tax filings for individuals, partnerships, and corporations, ensuring accuracy and compliance.
• Manage bookkeeping and financial reporting, maintaining accurate ledger entries and reconciliations.
• Perform monthly, quarterly, and year-end close processes, preparing financial statements and schedules.
• Research and analyze tax laws, documenting conclusions and providing actionable insights.
• 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 advanced tax and accounting software to streamline operations and ensure accuracy.

Tax Senior Job Requirements

• Bachelor’s degree in Accounting or a related field; CPA or CPA track preferred.
• 3–8 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 to manage complex tasks.
• Ability to manage multiple deadlines and priorities effectively in a dynamic environment.
• Process-oriented mindset with a focus on efficiency and accuracy in operations.