Senior Tax Accountant

Key Responsibilities

• Tax Compliance & Preparation: Prepare and review complex federal and multi-state tax returns for individuals ($1040$), partnerships ($1065$), corporate entities ($1120 / 1120\text{-S}$), and trusts/estates ($1041$).

• Tax Planning & Advisory: Conduct year-end tax projections, analyze financial statements, and identify tax mitigation strategies for business owners and high-net-worth individuals.

• IRS & State Notice Representation: Assist clients with federal and state tax audits, notice responses, offer in compromise requests, and penalty abatement procedures.

• Client Engagement & Accounting Support: Provide ongoing accounting support, review financial statements, perform adjusting journal entries, and assist clients with general ledger setup (QuickBooks, Xero).

• Research & Advisory: Perform technical tax research on federal and state tax law updates, multi-state nexus regulations, and industry-specific tax guidance.

Qualifications & Skills

Requirements

• Education: Bachelor’s Degree in Accounting, Finance, or a related field.

• Experience: Minimum 5+ years of relevant tax experience within a public accounting firm.

• Technical Skills: Strong proficiency in public tax software (UltraTax, Drake, ProConnect, or similar) and accounting software (QuickBooks Desktop/Online, Excel).

• Strong working knowledge of federal, state, and local tax regulations and compliance procedures.

• Excellent verbal/written communication skills and a client-focused demeanor.

Preferred Credentials

• Active Certified Public Accountant (CPA) license, Enrolled Agent (EA) credential, or CPA exam candidate actively pursuing licensure.

• Experience handling multi-state tax filings and state nexus rules.

What We Offer

• Competitive compensation aligned with experience and qualifications.

• Flexible work arrangements (hybrid/remote)