TAX Accountant CPA

Tax Accountant / CPA

Position Overview

We are seeking a skilled and detail-oriented Senior Tax Accountant (CPA) to handle complex tax compliance, planning, and advisory work. The ideal candidate will work with individuals, corporations, partnerships, and possibly trusts, ensuring accurate and timely filing, tax minimization, and compliance with federal, state, and local tax laws.

Key Responsibilities

Prepare federal, state, and local income tax returns for individuals, partnerships (Form K-1), S corporations, C corporations, and possibly trusts / estates

Conduct tax planning and research to optimize clients’ tax positions

Advise clients on tax implications of business decisions, corporate structure, retirement planning, etc.

Coordinate and review work of junior accountants / tax preparers

Monitor changes in tax regulations, interpret new legislation, and apply changes to client work

Interface with IRS or state tax authorities on audits, notices, examinations

Prepare and analyze tax provisions, deferred tax calculations, and book-to-tax adjustments

Assist in due diligence, mergers & acquisitions tax work

Assist with tax credits, incentives, and state & local tax matters

Maintain tax research library / resources; leverage software and tools

Review and ensure the accuracy and completeness of supporting documentation

Communicate with clients to gather tax information, explain tax positions, and provide guidance

Mentor, train, and supervise junior staff and review their work

Participate in firm initiatives, process improvements and special projects

Qualifications & Skills

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

Licensed CPA (or in process)

Minimum 3 years of tax experience in public accounting or industry

Strong knowledge of federal, state, and local tax laws, regulations, and compliance

Experience with tax software (e.g. Lacerte, ProSystem FX, CCH Axcess, UltraTax, etc.)

Proficient with Excel (including advanced functions, pivot tables)

Excellent analytical, problem solving, and research skills

Strong interpersonal & communication skills; ability to explain complex tax matters to clients and non-tax professionals

Ability to manage multiple priorities, work under deadlines, and maintain high accuracy

Leadership / supervisory experience (for senior roles)

Membership / involvement in professional tax / accounting organizations is a plus

Compensation & Benefits

Base salary : $85,000 – $100,000, depending on experience

Benefits : health, dental, vision, life & disability insurance

401K

Paid time off / vacation / holidays