Tax Senior

Tax Senior

We are seeking a detail-oriented Tax Senior to join our public accounting team and deliver high-quality tax compliance, review, and advisory services. The Tax Senior will prepare and review individual, partnership, corporate and nonprofit tax returns, support tax planning for high-net-worth individuals (HNWI) and business clients, and supervise staff on engagement projects. This role requires strong technical tax knowledge, proficiency with tax and accounting software, and excellent client communication skills.

Key Responsibilities

• Prepare, review and finalize individual (1040), partnership (1065), corporate (1120), S-Corp and C-Corp returns and nonprofit (990) filings in compliance with federal and state tax laws.
• Lead tax engagements for HNWI and business clients, including tax planning, projections and identifying tax-saving opportunities.
• Supervise, mentor and review work of junior staff on tax preparation, research and client deliverables to ensure quality and timely completion.
• Perform detailed tax research on complex issues and provide practical recommendations to clients and partners.
• Manage client relationships and communicate tax positions, required documentation, and filing timelines to clients across individuals, partnerships and corporate entities.
• Coordinate with audit teams and other service lines to support integrated client engagements and resolve tax-related questions.
• Utilize tax and accounting software including Lacerte (or similar), QuickBooks and other practice management tools to prepare returns, maintain workpapers and document client data.
• Ensure compliance with filing deadlines, extend filings when necessary, and prepare supporting schedules, disclosures and tax provision workpapers.
• Stay current on federal, state and local tax law changes and participate in training and knowledge-sharing within the firm.
• Contribute to process improvement initiatives to increase efficiency, accuracy and client service quality.

Qualifications

• Bachelors degree in Accounting or related field; Masters degree in Taxation or Accounting a plus.
• Certified Public Accountant (CPA) required or CPA-eligible; Enrolled Agent (EA) credential a plus.
• 5+ years of progressive tax experience in public accounting with demonstrated experience preparing and reviewing 1040, 1065, 1120 and 990 returns.
• Proven experience working with high-net-worth individuals (HNWI), partnerships, corporations and nonprofit organizations.
• Hands-on experience with Lacerte (or similar tax software), QuickBooks and Microsoft Excel; familiarity with tax provisioning software and practice management tools preferred.
• Strong technical knowledge of federal and state tax laws, tax research and tax planning strategies for individuals and businesses.
• Experience supervising and reviewing staff work, with excellent attention to detail and quality control skills.
• Excellent written and verbal communication skills; ability to explain complex tax concepts to clients and internal teams.
• Ability to manage multiple engagements and deadlines in a fast-paced public accounting environment and maintain client confidentiality.

$100,000.00 - $120,000.00 Annually