Senior Tax Accountant

Job Description

Job Description

Key Responsibilities

Tax Preparation & Review

• Prepare and review federal and state income tax returns for Individuals, S corporations, Partnerships, C corporations, and Trusts and estates

• Review tax returns prepared by other team members for accuracy, completeness, and technical compliance

• Research and resolve complex tax issues

• Ensure returns are completed accurately and on schedule during tax season

• Assist clients with estimated tax payments, extensions, notices, and other tax compliance matters

• Identify tax planning opportunities during the preparation and review process

Client Relationship Management

• Serve as a primary point of contact for a portfolio of long-standing individual and business clients

• Develop a strong understanding of clients' businesses, financial situations, and tax needs

• Communicate tax results and recommendations clearly to clients

• Respond promptly and professionally to client questions throughout the year

• Build trusted, long-term client relationships and help maintain high client retention

• Participate in client transition meetings with existing firm leadership

Year-Round Tax Planning & Advisory

• Review prior-year tax returns and current-year financial information to identify tax planning opportunities

• Prepare tax projections and estimated tax calculations

• Advise small-business owners on entity structure, compensation, retirement planning, deductions, and other common tax matters

• Conduct year-end planning discussions with clients

• Stay current on federal and New York tax law developments and communicate relevant changes to clients

Accounting & Small-Business Support

• Review client financial statements, bookkeeping, and general ledger activity when necessary to support tax preparation

• Work with QuickBooks and other accounting records to identify and resolve discrepancies

• Assist clients with payroll, sales tax, bookkeeping, and general small-business accounting questions

• Coordinate with internal bookkeeping and accounting staff to ensure accurate financial information is available for tax preparation

Team Leadership & Practice Management

• Provide technical guidance and support to junior accountants and tax preparers

• Review staff work and provide constructive feedback

• Help manage tax-season workflow, client deadlines, and workload prioritization

• Assist with maintaining consistent documentation and quality-control standards

• Work closely with ownership to improve processes, technology, and client service

• Help support the ongoing transition and modernization of an established accounting practice

Ideal Candidate Qualifications

• Active CPA license strongly preferred

• EA candidates with significant public accounting experience may also be considered

• 7-10+ years of public accounting and tax experience

• Significant experience preparing and reviewing individual and business tax returns

• Strong knowledge of federal and New York State taxation

• Experience working with small businesses, closely held companies, and individual taxpayers

• Prior experience managing or reviewing the work of other tax professionals strongly preferred

• Excellent client-service and communication skills

• Strong attention to detail and ability to manage multiple deadlines during busy season

• Comfortable independently handling client questions and technical tax matters

• Proficiency with tax preparation and accounting software; experience with  Drake Tax and  QuickBooks is particularly helpful

• Comfortable using Microsoft 365 and modern document-management technology

• Reliable, organized, professional, and able to take ownership of responsibilities

Benefits:

• Flexible schedule

• Opportunities for advancement

• Paid sick time

• Paid time off

\nCompany Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.