Advance Your Career - Senior Tax Accounting Professional

Job Description

Job Description

This job is posted on behalf of KB Search Team, LLC by Top Echelon.

Currently looking for a Senior Tax Accountant for our client's Fort Wayne, Indiana office. This hybrid position (in office three days/week) is a step toward manager for someone ready to lead engagements and develop junior team members. You will prepare complex individual, business and fiduciary returns and take on first-level review of staff work.

Tax Senior Responsibilities:

• Prepare complex federal, state and local returns for individuals (1040), partnerships (1065), S corporations (1120-S), C corporations (1120), trusts and estates (1041), and nonprofits (990)

• Handle high-net-worth individual returns with multi-state filings, K-1 flow-through activity, investment income and passive activity rules

• Prepare tax provisions, estimated payments, extensions and workpapers that support each return

• Perform first-level review of returns and workpapers prepared by staff and interns

• Give clear, constructive review notes and coach junior staff on technical issues and firm procedures

• Help managers plan engagements, manage deadlines and keep work moving through the review queue

• Serve as a day-to-day contact for clients: gather information, answer questions and resolve open items

• Research tax issues and document conclusions in clear memos

• Help respond to IRS and state notices and support tax planning projects

• Use UltraTax CS for return preparation and SurePrep for document intake, workpaper binders and automated data entry

• Work alongside the assurance team on engagements that use CaseWare and GoFileRoom

• Suggest improvements to workflow and use of the firm's technology

Tax Senior Profile:

• 5+ years of tax experience in a public accounting (CPA) firm

• Bachelor's degree in Accounting or related field

• Master's degree in taxation or accounting, a Plus

• CPA License, or actively pursuing it

• Hands-on experience with UltraTax CS

• Hands-on experience with SurePrep

• Experience with GoFileRoom for document management and workflow, a Plus

• Experience with CaseWare, a Plus

• Proven ability to prepare complex individual and business returns with minimal supervision

• Experience reviewing the work of staff and giving useful feedback

• Strong working knowledge of federal and multi-state tax law

• Experience with high-net-worth individuals, closely held businesses or trusts and estates

• Ability to manage several engagements and deadlines during busy season

• Clear written and verbal communication with clients and colleagues

• Ability to work in the Fort Wayne office three days per week

Tax Senior Benefits:

• Competitive salary based on experience: $80,000 - $110,000

• Annual performance based bonus

• Hybrid schedule: three days in the Fort Wayne office, two days remote

• Health, dental and vision insurance; 401(k)

• Paid time off and paid holidays - Firm closes between Christmas and New Year's

• CPE support and CPA exam and license reimbursement

• A clear path to Manager and beyond

Reports to: Tax Manager / Tax Partner

Currently seeking local/commutable candidates.