Job Description

The Senior Tax Accountant is responsible for delivering high-quality tax compliance and advisory services within a regional professional services firm. This role focuses on three primary responsibilities: preparing complex tax returns across multiple entity types, conducting technical tax research to ensure accuracy and compliance, and supporting staff development while serving as a resource for tax-related matters. This position is critical to ensuring accurate filings, maintaining regulatory compliance, and providing value-added insights to clients.

Key Responsibilities:

• Prepare complex tax returns including corporate, S-corporation, partnership, nonprofit, and individual filings

• Conduct tax research to support accurate reporting and resolve complex tax issues

• Prepare income tax projections and quarterly estimated tax calculations

• Assist in the preparation of tax provisions and accrual workpapers

• Gather, organize, and analyze client financial information for tax preparation

• Apply knowledge of tax law and regulations to ensure compliance and accuracy

• Serve as a technical resource to junior staff on tax-related questions and issues

• Act as a point of contact for client inquiries and information requests

• Support training and development of junior team members

• Manage multiple engagements and deadlines effectively

• Ensure efficient use of resources and adherence to firm processes and standards

Minimum Education & Experience Requirements:

• Bachelor’s degree in Accounting, Finance, or related field required

• CPA, CPA candidate, or IRS Enrolled Agent (EA) required

• Minimum of 3–5 years of professional accounting experience

• Prior experience in public accounting preferred

• Experience preparing a variety of tax returns (corporate, partnership, individual) required

Special Requirements:

• Active CPA license, CPA candidacy, or IRS Enrolled Agent (EA) designation

• Strong understanding of federal and state tax regulations

• Ability to manage multiple deadlines during peak tax seasons

• Commitment to maintaining confidentiality of client financial information

Knowledge, Skills, and Abilities:

• Strong technical knowledge of tax compliance, tax law, and accounting principles

• Understanding of differences between tax and GAAP reporting (e.g., revenue recognition, expense deductibility)

• Proficiency in tax preparation and accounting software

• Strong analytical and problem-solving skills

• Ability to conduct and interpret tax research

• Effective written and verbal communication skills

• Strong organizational and time management skills

• High attention to detail and accuracy

• Ability to work both independently and collaboratively within a team

• Proficiency in Microsoft Excel and other financial tools

Additional Desired Characteristics:

• Experience working with nonprofit or education sector clients

• Familiarity with multi-state tax filings

• Experience mentoring or training junior staff

• Ability to identify process improvements and efficiencies

• Interest in continuous professional development and staying current with tax regulations

Work Environment:

This position operates in a hybrid work environment within a regional office setting, combining in-office collaboration with remote work flexibility. The role may require extended hours during peak tax seasons to meet client deadlines.

Other Duties:

This job description is not intended to be an exhaustive list of all responsibilities, duties, or skills required. Additional duties may be assigned as needed to support organizational objectives.

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