Tax Senior

• Prepare federal and multi-state individual, partnership, S corporation, C corporation, and fiduciary income tax returns.
• Independently manage assigned returns from receipt of client information through preparation for review.
• Review client information and prior-year workpapers to identify missing, inconsistent, or unusual items.
• Resolve routine tax and accounting issues independently while recognizing when additional research or consultation is appropriate.
• Identify changes in the complexity or scope of an assignment and communicate those issues promptly.
• Research tax matters efficiently and develop specific, well-supported questions when consultation is needed.
• Remain cognizant of time incurred relative to the complexity and materiality of an issue and avoid unnecessary or unproductive work.
• Prepare tax projections and quarterly estimated tax calculations.
• Maintain and analyze partner and shareholder basis schedules.
• Work with fixed asset and depreciation schedules, including additions, dispositions, and related tax treatment.
• Analyze K-1 reporting and other common partnership and S corporation tax issues.
• Prepare organized and complete workpapers supporting tax return positions and conclusions.
• Assist with federal and state tax notices and other tax compliance matters.
• Communicate directly and professionally with clients regarding missing information and routine tax matters.
• Serve as a technical resource to junior staff and provide guidance on routine tax preparation and workflow questions.
• Manage multiple assignments and filing deadlines without continual supervision.

• Bachelor's degree in accounting or a related field.
• 4+ years of recent public accounting tax experience.
• Significant hands-on experience preparing Forms 1040, 1065, and 1120-S.
• Experience preparing moderately complex individual and closely held business tax returns.
• Strong understanding of federal income taxation and familiarity with multi-state individual and business filings.
• Demonstrated ability to independently manage tax assignments and competing deadlines.
• Strong professional judgment, including the ability to distinguish between issues that can be resolved independently and those requiring consultation.
• Ability to research unfamiliar tax issues efficiently without losing sight of materiality, deadlines, and the scope of an engagement.
• Strong organizational skills and attention to detail.
• Clear and concise written and verbal communication skills.
• CPA or EA designation, or progress toward professional certification, is preferred.
• Experience with CCH ProSystem fx Tax, CCH Axcess, CCH Engagement, and QuickBooks is preferred.

• Competitive salary based on experience and qualifications.
• Employer-sponsored retirement plan.
• Reimbursement of health insurance premiums.
• Reimbursement for continuing professional education (CPE).
• Reimbursement of professional licensing fees and membership dues.
• Paid time off and firm holidays.
• Remote work flexibility following the initial onboarding period, with additional flexibility available over time based on demonstrated performance and reliability.

Requirements added by the job poster

• Bachelor's Degree

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