Full-time Senior Tax Preparer

Tax Senior AccountantApply: Wayland, MA: Full time: JR102348# **JOB SUMMARY**As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.# **JOB DESCRIPTION**Tax Preparation* Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)* Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships* Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectivesResearch and Analysis* Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes* Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactionsClient Communication* Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns* Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implicationsCompliance and Documentation* Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards* Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions* Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirementsTeam Collaboration* Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices* Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work* Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members* Participate in internal training sessions to enhance your technical skills and stay updated on industry trendsProcess Improvement and Innovation* Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services **Supervisory responsibilities*** May supervise subordinate team members **Work environment*** Work is conducted in a professional office environment with minimal distractions **Physical demands*** Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time* Must be able to lift to 15 pounds at a time **Travel required*** Travel may be frequent and unpredictable, depending on client’s needs **Required education and experience*** Bachelor’s degree in accounting, finance, or a related field* 3 – 6 years of relevant experience* Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research **Preferred education and experience*** Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting* Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained* Responsible for completing the minimum CPE credit requirement **Other duties**Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job.