Tax Senior

A bit about us:

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.

Why join us?

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.

Job Details

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

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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