Tax Senior

Kramer Jensen & Bagby LLC is a locally owned CPA firm in the Denver Tech Center providing tax compliance and advisory services to individuals closely held businesses estates and trusts.
We are seeking an experienced Tax Senior to join our tax practice. This position is intended for a tax professional who has developed a strong technical foundation in public accounting and equally importantly the judgment to independently manage assignments and keep work moving efficiently.
The successful candidate will be comfortable taking ownership of tax returns from receipt of client information through preparation for review. We are looking for someone who can identify and resolve routine issues independently recognize when an assignment has become more complex than anticipated and present focused questions when additional guidance is warranted.

This is not an entry-level position.

Responsibilities

• Prepare federal and multi-state individual partnership S corporation C corporation and fiduciary income tax returns.
• Independently manage assigned returns from receipt of client information through preparation for review.
• Review client information and prior-year workpapers to identify missing inconsistent or unusual items.
• Resolve routine tax and accounting issues independently while recognizing when additional research or consultation is appropriate.
• Identify changes in the complexity or scope of an assignment and communicate those issues promptly.
• Research tax matters efficiently and develop specific well-supported questions when consultation is needed.
• Remain cognizant of time incurred relative to the complexity and materiality of an issue and avoid unnecessary or unproductive work.
• Prepare tax projections and quarterly estimated tax calculations.
• Maintain and analyze partner and shareholder basis schedules.
• Work with fixed asset and depreciation schedules including additions dispositions and related tax treatment.
• Analyze K-1 reporting and other common partnership and S corporation tax issues.
• Prepare organized and complete workpapers supporting tax return positions and conclusions.
• Assist with federal and state tax notices and other tax compliance matters.
• Communicate directly and professionally with clients regarding missing information and routine tax matters.
• Serve as a technical resource to junior staff and provide guidance on routine tax preparation and workflow questions.
• Manage multiple assignments and filing deadlines without continual supervision.

Qualifications

• Bachelors degree in accounting or a related field.
• 4 years of recent public accounting tax experience.
• Significant hands-on experience preparing Formsand 1120-S.
• Experience preparing moderately complex individual and closely held business tax returns.
• Strong understanding of federal income taxation and familiarity with multi-state individual and business filings.
• Demonstrated ability to independently manage tax assignments and competing deadlines.
• Strong professional judgment including the ability to distinguish between issues that can be resolved independently and those requiring consultation.
• Ability to research unfamiliar tax issues efficiently without losing sight of materiality deadlines and the scope of an engagement.
• Strong organizational skills and attention to detail.
• Clear and concise written and verbal communication skills.
• CPA or EA designation or progress toward professional certification is preferred.
• Experience with CCH ProSystem fx Tax CCH Axcess CCH Engagement and QuickBooks is preferred.

What We Offer
Kramer Jensen & Bagby offers the opportunity to work directly with firm owners and clients in a smaller-firm environment without the layers typically found at larger public accounting firms. Our practice provides exposure to a broad range of individual and closely held business tax matters with experienced employees provided significant responsibility and autonomy.

Our compensation and benefits include:

• Competitive salary based on experience and qualifications.
• Employer-sponsored retirement plan.
• Reimbursement of health insurance premiums.
• Reimbursement for continuing professional education (CPE).
• Reimbursement of professional licensing fees and membership dues.
• Paid time off and firm holidays.
• Remote work flexibility following the initial onboarding period with additional flexibility available over time based on demonstrated performance and reliability.

We value high-quality work efficiency reliability professional judgment and ownership of assignments . We are looking for professionals who can work independently while also understanding that good judgment includes knowing when to ask a question.
Our goal is to provide challenging professional work and responsibility while maintaining a sustainable work environment outside of filing season.

Work Arrangement
This is primarily an in-office position during the initial onboarding and training period.
After onboarding employees may work remotely up to one day per week . Additional remote flexibility of up to two days per week may become available over time based on demonstrated performance reliability ability to independently manage workflow and the needs of the firm.

Requirements added by the job poster

Bachelors Degree

By applying for this job you agree to receive calls AI-generated calls text messages or emails from and its affiliates and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at Privacy Policy - Abacus .