What are the responsibilities and job description for the Senior Tax Accountant position at Trader, Orton & Spangler, PLLC?
About Us:
Trader Orton and Spangler, PLLC is a Bountiful, Utah–based CPA firm serving clients nationwide with tax, accounting, and advisory services. Backed by over 95 years of combined partner experience, our team works closely with closely held and growing businesses, delivering strategic tax planning and compliance work. We foster a collaborative, professional environment where accountants build deep client relationships, expand their expertise, and make a meaningful impact.
About the Role
We’re seeking a Senior Tax Accountant to support a range of tax engagements for individuals and closely held businesses, with a strong focus on S-Corporations and Partnerships. This role is hands-on, preparing and reviewing returns of varying complexity while assisting clients maintain accurate books and records in QuickBooks. You’ll work directly with clients to gather information, manage timelines, and ensure high-quality, timely filings, with exposure to tax planning and compliance across multiple engagements.
What’s in it for you:
- Medical benefits
- 401(k) with a match
- Opportunity for growth / path to Director or Partner
- A supportive culture that allows you to live a fulfilling, happy, and impactful life
Key Responsibilities:
- Prepare simple and complex tax returns, including but not limited to Individual, partnership, S-Corp, and trust returns with minimal to no supervision
- General accounting, bookkeeping, and cleaning client’s books utilizing QuickBooks
- Collaborate with leadership in coordinating large client engagements, identifying problems and providing solutions
- Assist with tax planning, tax compliance, and onboarding of new clients while maintaining quality client relationships
- Identify opportunities to attract new clients and market the company's services and products and facilitate expansion of business with existing clients
- Support managers in coordinating client workflow and driving tax engagements through to timely, accurate completion, including tracking deadlines, managing deliverables, and resolving issues proactively
- Mentor and support junior tax staff by reviewing work, providing technical guidance, and assisting with day-to-day questions to ensure accuracy, efficiency, and development
Required Skills:
- Bachelor's Degree in Accounting preferred (or relevant years of experience)
- Master’s Degree in Accounting or Tax (preferred)
- Knowledge of Federal, State and Local tax codes and regulations
- 4 years of experience with individual, partnership, trust, and s-corp returns
- Excellent interpersonal skills in working with existing staff and clients
- A CPA license or are CPA eligible (Preferred)