Senior Tax Accountant

Primary Responsibilities

This position will be responsible for managing and reviewing tax engagements for a diverse client base consisting of closely held businesses, high-net-worth individuals, trusts, and estates. The Tax Manager will serve as a trusted advisor to clients while overseeing tax compliance, planning initiatives, and staff development.

• Manage and review a variety of tax returns including Individual (1040), Partnership (1065), S-Corporation (1120S), C-Corporation (1120), Trust, and Estate returns.
• Provide proactive tax planning and consulting services to business and individual clients, identifying opportunities to minimize tax liabilities and maximize tax-saving strategies.
• Research federal, state, and local tax regulations and communicate findings and recommendations to clients and firm leadership.
• Serve as a primary point of contact for clients, building and maintaining strong long-term relationships through exceptional service and responsiveness.
• Review work prepared by Tax Seniors and Staff Accountants, providing technical guidance, mentorship, and performance feedback.
• Assist clients with tax projections, estimated tax payments, year-end planning strategies, and other advisory services.
• Monitor changes in tax legislation and evaluate the impact on clients, developing strategies to address evolving tax requirements.
• Collaborate with firm leadership on complex tax matters, special projects, and opportunities to expand service offerings.
• Ensure compliance with firm standards, tax regulations, and filing deadlines while maintaining a high level of accuracy and attention to detail.
• Participate in business development efforts by identifying opportunities within existing client relationships and supporting new client acquisition initiatives.

Minimum Requirements

• Bachelor's Degree in Accounting, Finance, or related field
• 3 years of public accounting tax experience
• Experience preparing and reviewing individual, partnership, corporate, trust, and estate tax returns
• Strong understanding of federal, state, and local tax regulations
• Experience managing multiple client engagements and deadlines simultaneously
• Strong technical tax research and problem-solving abilities
• Excellent communication and client relationship management skills
• Leadership experience supervising, mentoring, and developing junior staff
• Proficiency with tax preparation software and Microsoft Office Suite, including advanced Excel skills
• Self-motivated with the ability to work independently and collaboratively within a team environment
• Strong analytical, organizational, and decision-making skills

Preferred Qualifications

• CPA
• Experience working with closely held businesses and high-net-worth individuals
• Prior experience in a Tax Manager or Senior Tax Associate role within a public accounting environment
• Business development and client advisory experience preferred
• Desire for long-term career growth and advancement within a growing public accounting firm