Tax Senior

Tax SeniorPosition OverviewThe Tax Senior will lead tax compliance and consulting engagements across individual, business and nonprofit clients. This role is responsible for preparing and reviewing federal and state income tax returns (1040, 1120, 1065, 990), delivering proactive tax planning for highnetworth individuals (HNWI) and businesses, supervising and mentoring staff, and ensuring timely, accurate filings and excellent client service. The Tax Senior will use industry tax software (Lacerte, QuickBooks) and public accounting best practices to manage multiple engagements and complex technical issues.Key ResponsibilitiesPrepare and review federal and state income tax returns including 1040 (individuals), 1120 (corporations), 1065 (partnerships) and 990 (nonprofit) with a focus on accuracy and compliance.Lead tax compliance and yearend engagement workflows for CCorp and SCorp clients, partnerships, nonprofits and highnetworth individuals.Supervise, train and review the work of staff accountants and junior tax professionals; provide constructive feedback and mentor to develop technical skills.Perform detailed tax research and apply technical guidance to complex individual, partnership and corporate tax issues; document conclusions and recommendations.Coordinate with clients to gather information, resolve tax notices, and present planning opportunities tailored to HNWI and business owners.Manage workflow, deadlines and quality control for multiple client engagements during peak and offpeak seasons.Use Lacerte, QuickBooks and other tax/accounting software to prepare returns, analyze client data and improve automation of recurring processes.Review and approve tax workpapers, schedules, and supporting documentation to meet firm and regulatory standards.Assist with tax provision calculations, estimated tax planning and cash flow projections for clients as needed.Support business development efforts by participating in client meetings, preparing proposals and identifying crosssell opportunities.QualificationsCertified Public Accountant (CPA) required or Enrolled Agent (EA) with equivalent experience; active license preferred.Minimum 46 years of progressive public accounting tax experience, including handson preparation and review of individual, partnership, corporate and nonprofit returns.Demonstrated expertise preparing and reviewing 1040, 1120, 1065 and 990 returns.Strong experience with Lacerte tax software and QuickBooks (or equivalent accounting software); experience with tax research tools and practice management systems.Proven ability to prepare and review tax returns for highnetworth individuals (HNWI), partnerships, and privately held businesses.Solid knowledge of CCorp and SCorp tax rules, partnership allocations and basis, and nonprofit tax compliance.Excellent supervisory and project management skills with experience mentoring staff and managing engagement timelines.High attention to detail, strong written and verbal communication skills, and ability to present technical matters clearly to clients.Bachelors degree in Accounting, Finance or related field; Masters in Tax or equivalent coursework a plus.Comfortable working in a busy public accounting environment, including peak season demands, and committed to maintaining uptodate tax knowledge and continuing professional education.