Tax Senior

A well-established CPA firm in the Metairie area is looking for an experienced Tax CPA to join its team. This is an opportunity for a seasoned tax professional who enjoys working directly with clients, wants greater ownership of client relationships, and is interested in becoming an important part of the long-term growth and leadership of a smaller firm. The firm offers a collaborative, close-knit environment where experienced professionals are trusted to manage their work and client relationships independently. They value professionalism, initiative, continued development, strong relationships, and a willingness to contribute beyond a narrowly defined role. For the right individual, there is significant opportunity for advancement, including a potential path to a Director-level leadership role with profit participation and voting rights. Tax CPA Responsibilities Prepare and review individual and business federal and state income tax returns. Manage federal, state, and multi-state tax filings and related compliance matters. Provide clients with year-round tax planning, compliance, and advisory support. Review financial statements, workpapers, supporting schedules, and related accounting documentation. Manage relationships with a diverse client base that includes individuals, business owners, and closely held companies. Serve as a trusted advisor and primary point of contact for assigned client relationships. Research complex tax matters and remain current on changes to federal and state tax regulations. Identify tax planning opportunities and provide proactive guidance and recommendations to clients. Review work prepared by other accounting professionals and help ensure accuracy and quality. Mentor, train, and support the professional development of less-experienced team members. Manage client deliverables and deadlines independently while collaborating with other CPAs and firm leadership. Participate in business development, relationship building, and opportunities to expand the firm's client base. Develop and maintain strong, long-term relationships with clients and professional referral sources. Contribute to the continued growth and long-term leadership of the firm. Tax CPA Qualifications Active CPA designation required. 5+ years of progressive tax and accounting experience; more seasoned professionals are strongly encouraged to apply. Significant tax-focused experience, including preparation and review of individual and business tax returns. Strong knowledge of federal and state tax regulations. Experience with professional tax preparation and accounting software. Public accounting or CPA firm experience strongly preferred. Experience managing client relationships and serving as a trusted advisor to business owners and individuals. Prior experience reviewing the work of other tax professionals strongly preferred. Experience mentoring, training, or leading accounting professionals preferred. Multi-state tax and complex return experience is highly desirable. Strong communication and relationship-management skills with a polished, professional client presence. Self-motivated and able to take ownership of client work, priorities, and deadlines without significant oversight. Strong interest in continued professional growth and taking on greater leadership responsibility. Collaborative and adaptable, with a willingness to contribute in a smaller firm where team members may wear multiple hats. Business development experience or a demonstrated interest and ability to develop new client relationships is strongly preferred. An existing book of business is highly desirable but not required; exceptional candidates without a portable book will be considered. Tax CPA Compensation & Benefits $120,000–$150,000+ salary based on experience and book of business, with flexibility for an exceptional candidate. 20% referral commission on revenue from new business originated for the first two years. Medical, dental, and vision insurance, with the firm contributing 50% toward the employee's cost. Multiple medical plan options, including an HSA-eligible plan. Employer-funded $400 Health Reimbursement Arrangement (HRA), plus HSA and FSA options. AFLAC products 15 PTO and 7 Paid Holidays 401k with match CPE Reimbursement for CPA or EA Flexible scheduling and occasional work-from-home flexibility when needed. Significant opportunity for continued professional growth and increased leadership responsibility. Potential path to a Director-level leadership position with profit participation and voting rights. Opportunity to manage, develop, and grow meaningful client relationships. Supportive, collaborative environment with experienced accounting professionals. JOB ID: 179762 #post Renee Tabak #J-18808-Ljbffr