Tax Senior

Tax SeniorPosition OverviewWe are seeking an experienced Tax Senior to join our public accounting team. The Tax Senior will lead tax compliance and planning engagements for individuals, partnerships, corporations, and nonprofit clients, with an emphasis on high-net-worth individuals and complex business structures. This role combines technical tax preparation and review (1040, 1120, 1065, 990), client management, staff supervision, and tax research to deliver accurate, timely, and value-added tax services.Key ResponsibilitiesPrepare, review and finalize federal and state tax returns for individuals (Form 1040), corporations (Forms 1120 and 1120-S), partnerships (Form 1065), and tax-exempt organizations (Form 990).Lead tax engagements from planning through delivery, ensuring accuracy, timeliness, and adherence to firm quality standards.Supervise, train and review work of junior staff and managers; delegate assignments and provide constructive feedback to develop team technical skills and client service capabilities.Serve as the primary client contact for tax-related matters, building strong relationships with high-net-worth individuals (HNWI), business owners, and nonprofit clients.Perform complex tax research and apply tax law to client situations; prepare client memos and recommendations for tax planning and risk mitigation.Coordinate and manage multi-state tax filings, estimates, and extensions; identify tax-saving opportunities and provide proactive planning strategies.Oversee bookkeeping and accounting data review, coordinating with QuickBooks and other client accounting platforms to ensure accurate tax reporting.Utilize tax software (e.g., Lacerte, ProSystem fx or equivalent), review workflows, and ensure proper documentation and electronic filing procedures.Collaborate with partners and practice leaders on client proposals, engagements, and technical issues; assist with business development activities and proposals as needed.Maintain strict adherence to professional standards, firm policies, and deadlines while ensuring confidentiality and ethical handling of sensitive client information.QualificationsBachelors degree in Accounting or related field; Masters degree or MST is a plus.CPA license required or actively pursuing CPA; Enrolled Agent (EA) credential is a plus.5+ years of progressive public accounting experience in tax compliance and planning, including direct experience as a Tax Senior or Senior Tax Accountant.Proven experience preparing and reviewing individual (1040), partnership (1065), corporate (1120, 1120-S) and nonprofit (990) tax returns.Demonstrated experience working with high-net-worth individuals (HNWI), family offices, and complex partnership and corporate structures.Strong technical knowledge of federal and multi-state tax issues, tax research resources, and tax planning strategies.Proficiency with tax software such as Lacerte and familiarity with QuickBooks and common accounting systems.Excellent supervisory, communication, and client management skills; ability to lead teams and mentor staff in a public accounting environment.Detail-oriented with strong organizational skills and the ability to manage multiple engagements and deadlines.Commitment to professional development and staying current with tax law changes and industry trends.Benefits4 weeks PTOGreat benefitsBONUSESOther cool perks