Senior Tax Preparer

A bit about us:

We are a growing, relationship-driven public accounting firm that partners with a diverse portfolio of individuals, closely held businesses, and entrepreneurial clients. Our team values technical excellence, collaboration, and delivering personalized service that helps clients navigate complex financial and tax matters with confidence.

With a supportive leadership team and a boutique-firm environment, professionals have the opportunity to work directly with decision-makers, gain exposure to a wide range of tax engagements, and build meaningful long-term client relationships. We pride ourselves on maintaining a collaborative culture where contributions are recognized, professional growth is encouraged, and quality client service remains at the center of everything we do.

Why join us?

Hybrid work flexibility available
Direct exposure to firm leadership and partners
Diverse and sophisticated tax engagements
Opportunity to review and mentor the work of junior staff
Stable, growing firm with a strong reputation and increasing client demand
Collaborative, team-oriented environment
Clear opportunity for long-term professional growth
Reasonable expectations outside of busy season, with peak season hours generally capped at approximately 60 hours per week

Job Details

Responsibilities:
Prepare complex federal and state tax returns for individuals, corporations, partnerships, LLCs, trusts, estates, and other entities
Review tax returns prepared by staff accountants and junior tax preparers
Conduct tax research and resolve technical tax issues
Assist clients with tax planning opportunities and compliance matters
Communicate directly with clients to gather documentation and address tax-related questions
Analyze financial records and supporting documentation for accuracy and completeness
Work closely with partners on special tax projects and consulting engagements
Maintain current knowledge of changing tax laws and regulations
Support workflow management and completion of tax engagements during busy season

Qualifications:
5-7+ years of recent public accounting tax experience
Experience working within a small to mid-sized CPA firm preferred
Strong knowledge of federal and state tax compliance
Ability to prepare multiple types of tax returns with minimal supervision
Prior experience reviewing tax returns prepared by staff
Proficiency with Lacerte Tax Software
Strong QuickBooks experience
Excellent analytical, communication, and organizational skills
Bachelor's degree in Accounting, Tax, Finance, or related field preferred
CPA or EA designation is a plus

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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