Tax Senior

Tax Senior

Alpharetta, GA; Atlanta, GA; Duluth, GA; Gainesville, GA

We are seeking an experienced Tax Senior to join our collaborative, people-first team!

As a Tax Senior, you will take ownership of tax engagements from start to finish — preparing and reviewing federal and state returns for individuals, partnerships, corporations, trusts, estates, and non-profits while directly supervising and developing staff. You will serve as a key point of coordination between staff and managers, ensuring work is technically sound, on time, and delivered to firm standards.

This role is well suited for someone who is ready to take on greater responsibility, sharpen their technical expertise, and begin developing the client service and leadership skills that will carry them forward in their career.

Key Responsibilities

• Prepare federal and state tax returns for individuals, businesses, trusts, and estates at varying levels of complexity.
• Directly supervise staff during engagements — assign work thoughtfully, monitor progress, hold regular status updates, and communicate issues to the manager or senior manager in a timely manner.
• Review staff workpapers and provide clear, constructive feedback to ensure compliance with firm quality and documentation standards.
• Perform an effective self-review, catching errors before submission and proactively maintaining a checklist of prior review points to prevent repeat comments.
• Communicate engagement status, budget variances, and timing risks to the manager or senior manager as early as possible.
• Research moderately complex tax issues and document findings clearly, escalating significant matters to the manager, senior manager, or partner as appropriate.
• Identify additional services Wilson Lewis can provide to address client needs observed during engagements.
• Serve as a buddy and mentor to assigned staff — meet regularly, provide real-time feedback, and communicate development opportunities to senior leadership.
• Participate in firm-sponsored networking events and professional development activities, including at least 40 hours of technical CPE annually.
• Contribute to firm initiatives beyond direct client service, including recruiting, process improvement, and staff development.

Required Qualifications

• Bachelor's degree in accounting, finance, or related field
• 2–5 years of public accounting experience in tax preparation and review
• Proficiency preparing business and individual returns
• Strong organizational skills with the ability to manage multiple engagements simultaneously
• Effective written and verbal communication skills

Preferred Qualifications

• CPA license or Enrolled Agent (EA) or actively pursuing completion of CPA exam
• Experience supervising or mentoring junior staff
• Proficiency with CCH Axcess, UltraTax, QuickBooks, and Microsoft Office
• Exposure to multi-state, trust, or other specialty tax areas

What We Offer

At Wilson Lewis, we believe that great work begins with great people. You'll join a firm where collaboration, professional growth, and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive, flexible environment — and we're looking for team members who share our values of excellence, integrity, and fun. We are a Regional Leader (Accounting Today), the #24 Fastest-Growing Firm in the US (Accounting Today 2026), an Inside Public Accounting Top 500 Firm, have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle), and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• Commitment to Professional Development
• Optional Equity Program Eligibility at Sr. Manager Level + top performing Managers