Senior Tax Accountant

CPA or EA | Tax Advisor | High-Net-Worth, Trust & Estate | Summer Fridays

This Jobot Job is hosted by: Carrie Powell
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $85,000 - $120,000 per year

A bit about us:

We are partnering with a well-established, independently owned public accounting firm that has built its reputation on trusted client relationships, technical excellence, and personalized service. Rather than simply preparing tax returns, the team serves as year-round advisors to closely held businesses, high-net-worth individuals, trusts, estates, and nonprofit organizations, helping clients make informed financial decisions and plan for the future.

Unlike many firms that have been acquired or consolidated in recent years, this organization has remained locally owned and intentionally independent, allowing leadership to make decisions that prioritize employees, clients, and long-term relationships over corporate mandates. The firm has experienced continued organic growth through client referrals and expanding business, creating an opportunity to add another experienced tax professional to the team.

If you're looking for a collaborative environment where your expertise is valued, your voice is heard, and your work directly impacts clients, this is an excellent opportunity.

Why join us?

• Independently owned accounting firm with local decision-making and long-term stability.
• Opportunity to immediately sign tax returns and serve as a trusted advisor to clients.
• Collaborative, close-knit team with exceptional employee retention and a true family-first culture.
• Diverse tax work including individuals, partnerships, corporations, trusts, estates, and nonprofit organizations.
• Significant tax planning and client advisory exposure, not just compliance work.
• Generous annual bonus program tied to individual and firm performance.
• Ability to bank overtime for additional paid time off after tax season.
• Summer Fridays off from mid-April through Labor Day.
• Strong benefits package including employer-paid medical insurance, retirement match, and paid professional development.
• Leadership team that values collaboration, technical excellence, and long-term career growth.

Job Details

Responsibilities:

• Prepare, review, and sign a wide variety of federal, state, and local tax returns.
• Prepare individual, partnership, S-Corporation, C-Corporation, trust, estate, and nonprofit tax returns.
• Provide proactive tax planning and consulting services for clients.
• Review work prepared by staff and provide technical guidance as needed.
• Build and maintain trusted client relationships through responsive, consultative service.
• Assist with tax research and resolution of complex tax matters.
• Prepare financial statement reviews and compilations.
• Support bookkeeping and accounting engagements when appropriate.
• Maintain organized workpapers while managing multiple deadlines throughout the year.
• Participate in continuing education and contribute to a collaborative team environment.

Qualifications:

• CPA strongly preferred; Enrolled Agent (EA) will also be considered.
• 5–10 years of public accounting tax experience.
• Ability to prepare and sign tax returns independently.
• Strong tax planning experience.
• Excellent client communication and relationship management skills.
• Collaborative, team-oriented personality with a low-ego approach.
• High level of professionalism, integrity, and technical competence.

Experience preparing a variety of tax returns including:
Individual
Partnership
S-Corporation
C-Corporation
Trust & Estate
Nonprofit

Compensation & Benefits:

• Base Salary: $75,000-$100,000 (commensurate with experience)
• Annual Bonus: $10,000-$20,000
• 100% employer-paid medical insurance for employees
• 50% employer-paid dental and vision
• 5% 401(k) company match
• Company-paid life and disability insurance
• Paid CPA/EA licensing and continuing education
• Ability to bank overtime for additional paid time off
• Summer Fridays from mid-April through Labor Day
• Generous PTO package

What Success Looks Like:
The ideal person enjoys building long-term client relationships and takes pride in being more than a tax preparer. They are someone clients trust for thoughtful advice, teammates enjoy working alongside, and leadership can rely on to help support the firm's continued growth while preserving its outstanding culture.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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