Tax Senior

Tax SeniorPosition OverviewWe are seeking a detail-oriented Tax Senior to join our accounting and tax team. The Tax Senior will take ownership of tax preparation and review for individuals, partnerships, corporations and nonprofit clients, with a focus on delivering accurate compliance, thoughtful tax planning, and exceptional client serviceparticularly for high-net-worth individuals and complex partnership structures. This role includes supervising junior staff, coordinating client communication, and ensuring timely filing and effective use of tax software and bookkeeping tools.Key ResponsibilitiesPrepare and review federal and state tax returns including Individual (Form 1040), Partnership (Form 1065), Corporate (Form 1120 / 1120S) and Exempt Organization (Form 990) returns.Lead tax compliance and filing for C-Corp and S-Corp clients, partnerships, and high-net-worth individuals (HNWI), ensuring accuracy and adherence to current tax laws.Perform technical tax research and apply findings to client issues; prepare memos and recommendations for tax planning opportunities.Supervise, mentor and review work of staff accountants and tax preparers; provide training on best practices and software use (Lacerte, QuickBooks, etc.).Coordinate and communicate with clients to gather documentation, explain tax positions, and deliver proactive tax planning strategies.Review and reconcile books and supporting schedules; collaborate with bookkeeping teams using QuickBooks and other accounting platforms.Prepare, review and file extensions and amended returns when necessary; manage correspondence with taxing authorities and support audits.Ensure quality control by performing detailed reviews of workpapers, schedules and final returns prior to submission.Manage multiple engagements and deadlines during peak season while maintaining high accuracy and client service standards.Support business development by assisting with proposals, client transitions, and maintaining client relationships.QualificationsBachelors degree in Accounting or related field; Masters degree in Tax or Accounting is a plus.Active CPA license strongly preferred; Enrolled Agent (EA) or progress toward EA is beneficial.3+ years of progressive public accounting experience with direct preparation and review of 1040, 1065, 1120/1120S and 990 returns; experience with high-net-worth individuals and partnership taxation required.Hands-on experience with Lacerte (or comparable tax software) and QuickBooks; proficiency with Excel and tax research tools.Demonstrated ability to prepare and review complex individual and business tax returns, including C-Corp and S-Corp tax matters.Strong technical knowledge of federal and state tax codes, tax planning strategies and compliance requirements.Proven supervisory experience with the ability to train and review junior staff, delegate tasks and manage workflow.Excellent communication skillsable to translate technical tax positions to clients and work collaboratively with teams.High attention to detail, strong organizational skills and ability to manage multiple deadlines in a fast-paced environment.Ethical, client-focused mindset with experience handling high-net-worth client relationships and sensitive financial information.