Tax Senior

Tax Senior

We are a client-focused tax and advisory firm built around one core belief, taxes should be clear, strategic, and stress-free. We partner with individuals and business owners to simplify complexity, reduce tax burden, and provide proactive guidance that helps clients make confident financial decisions year-round. Our team is made up of experienced tax professionals who value accuracy, transparency, and relationships over jargon or unnecessary complexity. We operate as trusted advisors, helping clients stay compliant while also uncovering opportunities to plan ahead and improve outcomes.

This is a place for tax professionals who want more than just return preparation. You'll work directly with clients, solve real tax challenges, and have a meaningful impact on both compliance and planning strategies. We offer: A collaborative, low-ego team environment where expertise is respected Direct client exposure with the ability to influence outcomes, not just process returns Opportunities to work on complex individual and business tax situations A focus on quality over volume—thoughtful work, not rushed production lines A supportive culture that values development, autonomy, and long-term relationships If you enjoy being a trusted advisor, solving complex tax problems, and helping clients feel confident in their financial decisions, this is a strong next step.

As a Tax Senior, you will be responsible for managing and reviewing a variety of individual and business tax engagements while serving as a key point of contact for clients. You will play a hands-on role in both tax compliance and planning, ensuring accuracy, timeliness, and strategic insight across all deliverables. Key Responsibilities: Prepare and review individual, partnership, and S-Corp tax returns Conduct tax research and apply appropriate tax law to complex client situations Identify tax planning opportunities and provide proactive recommendations Communicate directly with clients to gather information, resolve issues, and explain tax positions clearly Support tax resolution efforts and respond to IRS or state notices when needed Collaborate with internal team members to improve workflows, processes, and client outcomes Ensure compliance with federal, state, and local tax regulations Ideal Background: 3–6+ years of tax preparation and review experience in public accounting or a boutique firm environment Strong understanding of individual and business taxation Experience with tax planning and client advisory preferred Detail-oriented with strong analytical and communication skills Comfortable managing multiple deadlines during peak season