Tax Senior

Tax SeniorPosition OverviewWe are seeking a detail-oriented Tax Senior to join our public accounting team. The Tax Senior will prepare and review individual, business, partnership and nonprofit tax returns, support tax planning and research, manage client relationshipsincluding high net worth individuals (HNWI)and supervise junior staff. This role requires strong technical tax knowledge, experience with tax preparation software (Lacerte) and bookkeeping systems (QuickBooks), and the ability to deliver accurate, timely compliance and advisory services.Key ResponsibilitiesPrepare and review federal and state tax returns including Form 1040 (individuals), Form 1120 (corporations), Form 1120-S (S-Corp), Form 1065 (partnerships), and Form 990 (nonprofits).Manage tax engagements from start to finish: gather client data, prepare workpapers, perform calculations, and finalize returns for filing.Perform technical tax research and provide tax planning recommendations for individuals, partnerships, corporations, and nonprofit organizations.Supervise, mentor, and review the work of staff accountants and tax associates, providing feedback and training to ensure quality and consistency.Serve as the primary client contact for assigned engagements; communicate tax positions, answer client questions, and respond to notices and inquiries.Collaborate with clients and internal teams to reconcile bookkeeping records using QuickBooks, prepare tax schedules, and support financial statement preparation where needed.Maintain compliance with current tax laws and regulations, apply best practices for documentation, and ensure accurate filing and timely extensions.Assist with business development activities, proposal preparation, and identifying opportunities to expand client services.Use tax software (Lacerte) and other tools to efficiently prepare, review and archive tax returns and supporting documentation.QualificationsBachelors degree in Accounting, Finance, or related field; Masters degree or MST a plus.CPA license required or actively pursuing; Enrolled Agent (EA) designation is a plus.Minimum 4+ years of progressive public accounting tax experience; prior Tax Senior experience strongly preferred.Demonstrated experience preparing and reviewing 1040, 1120, 1120-S, 1065, and 990 returns.Experience working with high net worth individuals (HNWI) and complex individual returns, as well as partnership and corporate tax matters.Proficient with tax preparation software (Lacerte preferred) and QuickBooks; strong Excel skills.Solid knowledge of federal and state tax laws, tax research tools, and tax planning strategies.Excellent communication and client service skills, with ability to manage multiple engagements and deadlinesespecially during busy season.Proven supervisory skills and experience mentoring junior staff in a public accounting environment.Attention to detail, strong analytical skills, and a commitment to delivering accurate, high-quality work.