Full-time Senior Tax Preparer

We don't just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

We're committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm's success through collaboration, exceptional service, and continuous growth.

Responsible for preparing and reviewing individual, corporate, and consolidated tax returns, performing tax planning, and addressing complex tax issues. This position involves supervising and training junior staff, ensuring compliance with tax regulations, managing deadlines, and maintaining effective communication with clients to understand their financial needs and tax liabilities.

Prepare and review individual, corporate, partnership, and consolidated tax returns

Review associates' and interns' tax returns, providing constructive feedback to ensure quality and support growth

Perform and review quarterly and annual accounting procedures to prepare financial records for tax purposes

Identify organizational structures and related entities for tax implications and big-picture impacts

Ensure accurate and complete data for filings, identifying and communicating missing information

Calculate quarterly and annual estimated tax liabilities accurately

Conduct tax planning to identify opportunities for improvement and added value for clients

Research and resolve complex tax issues, providing guidance and recommendations

Supervise, train, and mentor associates and interns to enhance team performance and skill development

Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving

Stay updated on tax laws and best practices through ongoing training and independent learning

Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity

3-5 years of experience in tax preparation

• CPA license or eligible
• Bachelor's degree in accounting or related field
• In-depth understanding of tax laws, regulations, and compliance requirements
• Proficiency in tax preparation software and accounting tools
• Excellent attention to detail and accuracy in calculations and document reviews
• Analytical skills to solve complex tax issues and understand broader financial implications
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Comprehensive medical, dental, and vision coverage, plus life and disability insurance

• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• CPA exam support to help you succeed on the path to licensure
• Celebrations to mark milestones like the end of busy season and the holidays

*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.