Tax Senior - Hybrid

Growing and highly entrepreneurial mid-sized advisory firm in Nassau County is seeking a Tax Senior to join their growing team! This is an outstanding opportunity for someone who wants unlimited career opportunity while working with a firm that is able to provide outstanding leadership, while allowing for flexibility and reasonable work/life balance demands that often come with tax careers.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for mid-market corporations (1120/1120S), partnerships (1065), and high-net-worth individuals/trusts (1040/1041).
• Conduct trial balance adjustments, make journal entries, and compile working papers to bridge client bookkeeping directly to tax software.
• Serve as a frontline advisor, answering client compliance inquiries and managing their informational data requests.
• Run annual tax projections and implement strategic tax-saving maneuvers to minimize liabilities for private business owners.
• Supervise staff accountants, assign engagement files based on their skill sets, and review their completed work papers.

Requirements

• 3 to 5 years of progressive tax compliance experience within a public accounting firm environment.
• Bachelor’s degree in Accounting.
• Active CPA license or plans to sit for the exam.
• Daily proficiency using standard mid-market tax engines such as CCH Axcess, UltraTax, ProSystem fx, or GoSystem.
• Strong communication skills necessary to translate complex tax rules into clear business advice for business owners.