CPA/Senior Tax Preparer

Join a respected CPA and wealth management firm headquartered in Cincinnati, where you'll tackle challenging tax work, build trusted client relationships, and accelerate your career in a collaborative environment. This role provides hands‑on exposure across complex tax engagements, including preparation and review of partnership, S‑corporation, individual, and fiduciary tax returns, while working closely with managers and partners to deliver high‑quality client service.

Schedule: Hybrid work environment

Reports to: Tax Manager / Tax Partner

Responsibilities

Prepare and review tax returns, including Forms 1065, 1120S, 1040, and 1041

Prepare tax estimates and projections for individual and business clients

Assist with tax planning and compliance strategies for high‑net‑worth individuals and closely held businesses

Research tax issues and assist in applying technical guidance to client situations

Prepare workpapers and supporting documentation in accordance with firm standards

Maintain a high level of attention to detail throughout the tax preparation process

Collaborate with managers and partners on tax engagements and client deliverables

Mentor and assist junior staff accountants in preparing tax returns and workpapers

Manage multiple client engagements and deadlines, particularly during the busy season

Communicate effectively with clients to request information and clarify tax‑related matters

Identify opportunities to improve engagement efficiency and client service delivery

Support additional tax‑related projects as assigned

Qualifications

Bachelor's degree in Accounting, Finance, or related field

CPA license or actively pursuing CPA certification preferred

Years of public accounting tax experience

Experience preparing partnership, S corporation, individual, and fiduciary tax returns

Strong understanding of federal tax compliance concepts

Strong analytical, organizational, and problem‑solving skills

Ability to manage multiple deadlines and priorities

Strong communication and collaboration skills

Proficiency with technology, including Excel and QuickBooks

What's In It For You

Hybrid work flexibility

Collaborative and supportive firm culture

Opportunity to work with high‑net‑worth clients and complex tax engagements

Mentorship from experienced tax managers and partners

Clear path for career advancement within a nationally recognized CPA and wealth management environment

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