Sr 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)