Senior Tax Accountant

Overview

• Provide expert tax compliance and advisory services for diverse client portfolios, ensuring accuracy and adherence to regulations.
• Develop and implement tax planning strategies to optimize savings and minimize liabilities for clients.
• Collaborate with clients to explain complex tax issues and deliver tailored solutions effectively.
• Utilize advanced tax software to streamline processes and enhance workflow efficiency.
• Engage in year-end tax projections and planning strategies for individuals and entities.
• Contribute to a professional and collaborative environment with opportunities for career advancement.
• Maintain compliance with federal, state, and multi-state tax regulations.

Key Responsibilities & Duties

• Prepare and review complex federal and state tax returns for individuals, partnerships, and corporations.
• Handle multi-state tax apportionment, nexus analysis, and composite filings efficiently.
• Analyze and compute gains on property sales, including multi-state transaction considerations.
• Manage tax basis calculations and ensure accurate reporting across various entities.
• Respond to IRS and state tax notices, audits, and amended return filings promptly.
• Lead client communications and relationship management, serving as the primary contact.
• Review the work of junior staff, providing mentorship and technical guidance.
• Engage in proactive tax planning and advisory services to address client needs effectively.

Job Requirements

• Bachelor of Science (BS) in Accounting or a related field is required.
• Minimum of 5 years of public accounting tax experience; 7 years preferred.
• Strong knowledge of federal and state taxation regulations, including multi-state considerations.
• Proficiency in advanced tax software and tax computation methods.
• CPA certification preferred or actively pursuing CPA designation.
• Experience with multi-state taxation, PTET, and entity structures is highly desirable.
• Exceptional analytical, organizational, and communication skills to manage complex engagements.
• Ability to independently manage multiple engagements, deadlines, and deliverables efficiently.