Senior Accountant – Tax

Senior Accountant – Tax Overview

• The Senior Accountant – Tax role focuses on tax preparation, compliance, and bookkeeping support for diverse clients.
• Prepare and review individual, corporate, partnership, and fiduciary tax returns ensuring accuracy and compliance.
• Analyze client financial data to identify tax planning opportunities and communicate findings to leadership.
• Assist small business clients with bookkeeping tasks, including reconciliations and journal entries.
• Maintain accurate financial records using accounting software such as QuickBooks.
• Support monthly and quarterly close processes on a limited basis.
• Collaborate with a professional team to deliver high-quality accounting services.
• Contribute to the client’s success by ensuring compliance with tax regulations and optimizing financial processes.

Senior Accountant – Tax Key Responsibilities & Duties

• Prepare and review individual income tax returns (Forms 1040) and corporate tax returns (Forms 1120).
• Handle partnership tax returns (Forms 1065) and fiduciary income tax returns (Forms 1041).
• Prepare and file 1099 forms including NEC, MISC, and INT, ensuring year-end filings are accurate.
• Gather, organize, and analyze financial data to ensure precise reporting and compliance.
• Identify and communicate tax planning opportunities to leadership for strategic decision-making.
• Perform light bookkeeping tasks for small business clients, including bank reconciliations and general ledger cleanup.
• Utilize accounting software to maintain accurate financial records and assist in close processes.
• Collaborate with team members to ensure high-quality service delivery and client satisfaction.

Senior Accountant – Tax Job Requirements

• Bachelor of Science (BS) in Accounting or a related field is required.
• Minimum of 4 years of experience in tax preparation and bookkeeping; 9 years preferred.
• Proficiency in preparing and reviewing various tax forms including Forms 1040, 1120, 1065, and 1041.
• Experience with accounting software such as QuickBooks is essential.
• Strong analytical skills to gather and interpret financial data accurately.
• Ability to identify tax planning opportunities and communicate effectively with leadership.
• Detail-oriented with the ability to manage multiple tasks and deadlines efficiently.
• Excellent communication and teamwork skills to collaborate effectively with colleagues and clients.