Tax Senior

A bit about us:

We are a well-established, relationship-driven public accounting firm serving privately held businesses, entrepreneurs, families, and individuals throughout the region. Our team is known for delivering personalized tax, accounting, and advisory services while maintaining a collaborative, client-focused culture. We believe in building long-term relationships, investing in our people, and providing meaningful opportunities for professional growth.

Why join us?

Why Join Us?
Established and respected CPA firm with a loyal client base
Diverse exposure to individuals, closely held businesses, trusts, and partnerships
Collaborative environment with direct access to leadership and mentorship opportunities
Opportunity to manage client relationships and play a key role in firm growth
Flexible and supportive culture focused on work-life balance
Clear path for professional development and advancement

Job Details

Key Responsibilities
Prepare and review individual, partnership, corporate, and S-corporation tax returns
Identify tax-saving opportunities and provide proactive tax planning strategies for clients
Manage multiple tax engagements while ensuring deadlines and client expectations are met
Serve as a trusted advisor and primary point of contact for business owners and individual clients
Build and maintain strong client relationships through exceptional service and communication
Review work prepared by staff accountants and provide coaching, guidance, and mentorship
Train and develop junior team members and interns
Conduct tax research and resolve complex tax matters
Recommend practical solutions for compliance and planning issues
Utilize tax preparation and research software to efficiently deliver services
Stay current on tax legislation, regulatory updates, and industry developments
Collaborate with firm leadership on client strategy, business development, and process improvements
Deliver high-quality tax compliance and advisory services with a client-first mindset

Qualifications
Bachelor's degree in Accounting, Finance, or related field
CPA license or active pursuit of CPA preferred
4+ years of public accounting tax experience
Experience preparing and reviewing individual and business tax returns
Strong understanding of tax compliance, tax planning, and tax research
Experience working with closely held businesses, business owners, and high-net-worth individuals preferred
Ability to manage multiple engagements in a deadline-driven environment
Strong client-facing communication and relationship management skills
Experience mentoring, coaching, or supervising staff
Strong organizational, analytical, and project management abilities
Proficiency with professional tax preparation and research software
Commitment to delivering exceptional client service and building long-term client relationships

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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