Senior Tax Accountant

Job Description

Senior Tax Accountant (43188)

Our client is an organization in the Walworth County area looking for a Senior Tax Accountant . Our client is looking for an experienced tax professional with a strong public accounting background to manage tax preparation, review, and client advisory responsibilities. This position offers the opportunity to work with a diverse client base, including individuals and businesses, while providing guidance on tax compliance and planning matters. The ideal candidate is a detail-oriented professional who can work independently, review the work of others, and build strong client relationships.

The Senior Tax Accountant will be responsible for, but not limited to, the following:

RESPONSIBILITIES

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• Prepare and review federal and state income tax returns for individual and business clients.
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• Manage a substantial volume of individual tax returns, including those involving business income, rental properties, and other complex reporting requirements.
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• Prepare and review corporate and partnership tax returns, including Forms 1120-S and 1065.
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• Review Schedule C and Schedule E reporting to ensure accurate treatment of business and rental activities.
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• Independently evaluate tax returns prepared by other team members for accuracy, completeness, and compliance.
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• Provide guidance to clients regarding tax obligations, filing requirements, and opportunities for tax savings.
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• Serve as a resource for clients on individual and business tax matters throughout the year.
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• Review client financial information and supporting documentation to identify potential issues or discrepancies.
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• Assist clients with estimated tax payments, tax projections, and year-end planning considerations.
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• Manage multiple client engagements while ensuring timely completion of tax returns and related deliverables.
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• Communicate directly with clients to gather necessary information and address questions regarding their tax situations.
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• Provide feedback and technical guidance to less experienced accounting professionals.
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• Assist with responding to federal and state tax notices and resolving routine tax-related inquiries.
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• Maintain accurate client records and ensure appropriate documentation is retained.
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• Stay informed of relevant changes in federal and state tax regulations that may impact clients.
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• Collaborate with other team members to ensure efficient workflow and high-quality client service.
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• Identify opportunities to strengthen client relationships and provide additional accounting or advisory support.
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• Assist with special projects and other client accounting needs as assigned.
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The Senior Tax Accountant will possess the following:

EXPERIENCE REQUIRED

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• Strong experience in public accounting with an emphasis on individual and business tax compliance.
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• Demonstrated experience preparing and reviewing federal and state income tax returns.
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• Experience with individual returns, including Schedule C and Schedule E reporting.
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• Working knowledge of business tax filings, particularly Forms 1120-S and 1065.
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• Ability to independently review tax returns prepared by other accounting professionals.
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• CPA highly preferred but not required.
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• Strong understanding of federal and state income tax regulations and compliance requirements.
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• Experience managing multiple tax engagements and working within established filing deadlines.
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• Ability to identify tax-related issues and provide practical recommendations to clients.
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• Strong client service skills with the ability to explain tax matters clearly and professionally.
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• Experience working with professional tax preparation software and Microsoft Excel.
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• Excellent attention to detail with a commitment to accuracy and quality.
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• Strong organizational and time management skills, particularly during peak tax filing periods.
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• Ability to work independently while contributing to a collaborative team environment.
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• Strong analytical and problem-solving skills with the ability to evaluate financial and tax information.
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• Professional, dependable, and comfortable communicating directly with individual and business clients.
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Equal Opportunity Employer

The compensation philosophy reflects the Company's reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to, skills, experience level, and overall qualifications. This role may also be eligible to participate in company-sponsored benefits, subject to the rules governing those programs.