What are the responsibilities and job description for the Senior Tax Accountant position at Santoro CPA?
We’re a boutique tax advisory firm serving closely held companies and their owners nationwide. We believe in strategy over volume, relationships over transactions, and proactive planning over reactive filing. We’re looking to add a Senior Tax Accountant who wants purpose, growth, and a path to leadership—not just production work.
If you’re a tax professional who thrives in a collaborative team, enjoys solving complex problems, and wants **a real career path—not just another job—**this may be the perfect fit.
What You’ll Do
You’ll work directly with business owners, decision-makers, and high-net-worth individuals. Responsibilities include:
- Prepare and review individual, S-corporation, C-corporation, and partnership tax returns
- Lead tax planning and projections for business owners and multi-entity structures
- Research complex tax issues and develop practical advisory recommendations
- Review financial statements and prepare year-end workpapers and adjusting entries
- Mentor and review work for staff
- Communicate directly with clients and manage expectations with professionalism
- Support clients through federal and state notices and audits
- Identify tax-saving strategies and participate in advisory engagements
- Manage multiple engagements and deadlines in a fast-moving environment
What Makes You a Strong Fit
- 4–7 years of current public accounting experience (required)
- CPA license required or CPA Candidate
- Strong technical experience in tax compliance for individuals and pass-through entities
- Familiar with multi-state returns, basis calculations, and reasonable comp
- Experience reviewing work and mentoring junior staff
- Strong researcher able to interpret tax code and apply judgment
- Comfortable communicating directly with clients
- Proactive, organized, and resourceful—you take ownership
- Tech-forward mindset; experience with QuickBooks and modern tax software
- Entrepreneurial spirit—you’re energized by growth and responsibility
We believe great people do their best work when trusted, supported, and challenged. Here’s what we offer:
- Competitive salary commensurate with experience
- Career track toward Tax Manager / Advisory Lead
- Direct client ownership & visibility (no gatekeeping)
- Paid time off paid holidays
- Professional development & CPE support
- Modern tech stack & efficient workflow environment
- Opportunity to shape the future of the firm as we grow