Tax Senior

Tax Senior

We are seeking a detail-oriented Tax Senior to lead tax preparation, review, and planning for a diverse portfolio of clients including individuals, partnerships, corporations and nonprofits. The Tax Senior will oversee engagement workflows, ensure compliance with federal and state tax regulations, support high-net-worth clients, and mentor junior staff. This role requires strong technical tax knowledge, hands-on experience preparing and reviewing 1040, 1120, 1065 and 990 returns, and proficiency with industry software such as Lacerte and QuickBooks.

Key Responsibilities

• Prepare and review individual, partnership, corporate and nonprofit tax returns (Form 1040, 1120, 1065, 990) accurately and on schedule.
• Lead and manage tax engagements from planning through delivery, including client communication, data gathering, and quality review.
• Provide tax planning and advisory services for high-net-worth individuals (HNWI) and business owners, identifying opportunities to minimize tax liability and manage risk.
• Supervise, train and mentor junior tax staff; review workpapers and ensure adherence to firm standards and best practices.
• Coordinate and respond to tax notices, audits and inquiries, working directly with clients and tax authorities as needed.
• Research complex federal and state tax issues, staying current on tax law changes and communicating implications to clients and the team.
• Prepare and review partnership allocations and partner K-1s, S-Corp and C-Corp tax positions, and multi-state tax filings.
• Utilize tax preparation and accounting software (Lacerte, QuickBooks, tax research tools) to streamline workflows and maintain accurate records.
• Contribute to process improvement initiatives to increase efficiency and maintain high quality control across engagements.
• Build and maintain strong client relationships, acting as a primary point of contact for tax matters.

Qualifications

• Bachelors degree in Accounting, Finance or related field; Masters degree or advanced coursework in taxation is a plus.
• Certified Public Accountant (CPA) required or CPA candidate in the final stages; Enrolled Agent (EA) designation is a plus.
• 5+ years of progressive tax experience, with prior experience as a Tax Senior or similar role preferred.
• Hands-on experience preparing and reviewing 1040, 1120, 1065 and 990 returns, including C-Corp and S-Corp filings.
• Demonstrated experience working with high-net-worth individuals (HNWI) and partnership tax issues.
• Strong technical knowledge of individual, partnership and corporate tax rules and state nexus/multistate filings.
• Proficiency with Lacerte tax software and QuickBooks; familiarity with tax research tools and electronic filing systems.
• Excellent review, organizational and analytical skills with meticulous attention to detail.
• Proven ability to manage multiple engagements, meet deadlines and mentor junior staff.
• Strong written and verbal communication skills and a client-service orientation.

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.