Tax Senior / CPA

Tax Senior — Join a family owned and operated CPA/Tax and wealth management firm.

Mid-level tax role requiring 5 years of professional tax experience and an active CPA license. This position focuses primarily on preparing and reviewing individual income tax returns (Form 1040) with supplementary responsibility for business tax returns. The Tax Senior will demonstrate technical expertise and manage client relationships with professionalism and attention to detail.

Key Responsibilities

Primary Duties

• Prepare and review individual federal and state income tax returns (Form 1040) for individuals, couples, and high-net-worth clients
• Identify tax-saving opportunities and advise clients on deductions, credits, estimated payments, and tax planning strategies
• Ensure compliance with current federal and state tax regulations and IRS requirements
• Manage client files from intake through completion, maintaining organized documentation and meeting firm deadlines
• Conduct tax research on complex or unusual tax situations using tax software, IRS publications, and professional resources

Secondary Duties

• Prepare business tax returns, including sole proprietorships, partnerships (Form 1065), S-corporations (Form 1120-S), and C-corporations (Form 1120)
• Prepare supporting schedules such as Schedule C (self-employment), Schedule E (rental income), K-1 statements, and business expense schedules
• Maintain client relationships through clear communication, responsiveness to inquiries, and professional service delivery
• Stay current with tax law changes and continuing professional education (CPE) requirements

Required Qualifications

• CPA License — Active and in good standing
• Experience — Minimum 5 years of professional tax preparation and accounting experience. More experience is preferred
• Technical Skills — Proficiency with tax preparation software (e.g., CCH, ProSystem fx, UltimateTax, Drake); competency in Excel and accounting software
• Knowledge — Strong understanding of federal and state individual and business tax law; familiarity with IRS forms, schedules, and publications
• Attention to Detail — Ability to manage high-volume workloads with accuracy and precision, especially during tax season
• Communication — Clear written and verbal communication skills for client interaction and team collaboration
• Time Management — Ability to prioritize multiple deadlines and manage heavy seasonal workloads

This is a mostly in office role. $100,000-160,000 (DOE) plus revenue share and incentives, 401k plus match, medical insurance, PTO. Seasonal demands January - April are reimbursed with time off during the rest of the year. Join a team where most people stay entire careers until retirement!