Tax Senior

Job Description

Job Description

Tax Senior

Hybrid Schedule : Mondays & Fridays Remote

Busy Season : 55 Hours Max | Off Season : Flexible Schedule

Our client is a well-established public accounting firm recognized for delivering exceptional tax and advisory services to a diverse client base. With a reputation for integrity, collaboration, and excellence, they are seeking a highly skilled and motivated Tax Senior to join their growing team.

Position Overview

The Tax Senior will play a key role in the firm’s tax department, working directly with partners and clients to deliver high-quality tax preparation and planning services. This is a full-time position offering an excellent opportunity for professional growth, including the potential to advance into a Tax Manager role.

Key Responsibilities

Prepare and review complex federal and state tax returns for individuals, corporations, partnerships, and trusts

Conduct thorough tax research and provide practical, well-supported recommendations to clients

Identify and implement tax-saving strategies to minimize client liabilities

Prepare and review estimated tax payments, extensions, and projections

Communicate proactively with clients to address tax-related questions and concerns

Mentor and train junior staff, fostering technical development and quality performance

Stay current on tax law changes, regulations, and emerging industry trends

Participate in client meetings and contribute to strategic tax planning discussions

Manage and strengthen client relationships through exceptional service and communication

Collaborate with audit and advisory teams to ensure a coordinated approach to client service

Prepare or review tax provision calculations and related disclosures for financial statements

Respond to inquiries from the IRS and state taxing authorities

Support firm-wide quality control and process improvement initiatives

Participate in networking and business development opportunities

Qualifications

Bachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation preferred)

Active CPA license required

Minimum 4 years of public accounting experience with a strong focus on tax preparation and planning

Proficiency with tax preparation software (e.g., CCH ProSystem fx , UltraTax , or Lacerte )

Strong technical knowledge of federal and state tax regulations

Excellent analytical, problem-solving, and research skills

Strong written and verbal communication abilities

Proven ability to manage multiple priorities and meet deadlines

Leadership experience with demonstrated mentoring capabilities

Advanced proficiency in Microsoft Excel and tax research tools