Senior Tax Accountant
Robert Half
- Key Responsibilities
- Review federal and state individual, S corporation, partnership, and corporate tax returns for accuracy, completeness, and compliance with applicable tax requirements.
- Review Form 1040 and Schedules A–E, including investment activity, capital gains and losses, rental income, basis reporting, and depreciation.
- Review Forms 1120, 1120S, and 1065, incorporating financial statements and supporting schedules prepared by other team members.
- Assist with trust, gift, nonprofit, and other specialized returns as needed, including Forms 1041, 990, and 5227.
- Reconcile supporting workpapers and Excel spreadsheets to tax returns, identify discrepancies, and coordinate corrections before filing.
- Communicate with clients to obtain missing information, resolve questions, and explain tax matters clearly.
- Collaborate with financial planners and other professional partners to address client tax needs.
- Research tax questions and stay current on relevant federal and state tax developments.
- Provide practical feedback to tax preparers to improve return quality and consistency.
- Support tax planning, estimated tax calculations, extensions, and 1099-related work as needed.
- Manage competing deadlines while maintaining organized documentation and protecting confidential client information.
- Bachelor’s degree in accounting.
- Approximately 10 or more years of relevant tax experience, ideally at least 1-2 years within a public accounting firm.
- CPA or Enrolled Agent credential preferred but not required.
- Strong experience reviewing individual and small business tax returns, particularly S corporation and partnership returns.
- Working knowledge of investment-related tax reporting, depreciation, and financial statement interpretation.
- Ability to research tax issues, exercise sound professional judgment, and recognize matters requiring further review.
- Experience with Drake Tax, QuickBooks, Excel, and Google Docs preferred.
- Intermediate Excel skills, including the ability to reconcile schedules and validate supporting calculations.
- Clear communication skills and a personable, service-oriented approach to client relationships.
- Strong attention to detail, dependable follow-through, and the ability to work independently within a collaborative team.
Qualifications
Work Environment and Schedule
This position offers a hybrid arrangement with in-person collaboration at the firm’s
home-based office in Oconomowoc. The team values reliability, open
communication, and a willingness to help one another during busy periods. This
role does not have formal supervisory responsibilities.
Typical office hours are 9 a.m.–5 p.m., with increased availability required during
peak tax periods. From March 1 through April 30, team members should expect to
work at least six days per week, with continued extension-related work through
May 15. An additional busy period occurs September 1–15 for partnership and S
corporation deadlines. Summer generally offers a lighter workload.
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