Senior Tax Accountant

It’s a CPA firm offering tax and accounting services to individuals and businesses. Our goal is to provide personalized, high-quality service during the most critical tax periods. This position offers a flexible, hybrid work option and is ideal for professionals looking for seasonal or full-time work.

Key Responsibilities:

Tax Preparation & Review:

• Prepare individual (1040) and business tax returns, including corporations (1120, 1120-S) and partnerships (1065).
• Assist with filing extensions and estimated payments for clients.
• Organize and input client financial data into tax preparation software.
• Ensure the accuracy and completeness of tax filings, following up with clients for missing documentation.

Client Support & Communication:

• Communicate with clients to collect necessary information and answer basic inquiries.
• Schedule meetings and assist with client onboarding, ensuring all required documents are in place.
• Help track filing deadlines and maintain organized records for timely submissions.

Team Support & Collaboration:

• Work closely with the Tax Manager & Partner to meet filing deadlines.
• Provide administrative assistance with engagement letters, reports, and deliverables.
• Participate in team meetings to monitor progress and coordinate workloads.

Research & Compliance:

• Stay updated on changes in federal, state, and local tax laws relevant to the firm’s clients.
• Perform basic research on tax issues to assist with client inquiries.

Work Schedule & Expectations:

• Seasonal Tax Associate: January-April 15th and as needed August through October 15th (approximately 20-30 hours per week during spring tax season).
• Full-Time Tax Senior: 50-60 hours per week from February – April 15th. Summer months might average around 16-24 hours per week (depending on workload). August through the end of the year would be regular 40-hour weeks.
• Hybrid Work Option: Combination of remote work and in-office presence, depending on client needs and deadlines.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation or CPA pursuit is a plus).
• At least 3 years of tax preparation experience (internship experience will be considered).
• Familiarity with tax preparation software (experience with UltraTax is a plus).
• Strong organizational and time management skills with the ability to meet deadlines.
• Excellent communication skills for interacting with clients and team members.
• Basic knowledge of individual and corporate tax regulations.
• Proficiency in Microsoft Office (Excel, Word) and cloud-based tools.

Compensation & Benefits:

• Salary commensurate with experience, paid holidays, and healthy vacation time.
• Opportunities for mentorship and professional growth.
• Casual, flexible, and friendly work environment.
• Potential for expanded responsibilities and advancement within the firm.
• Paid Continuing Education and Professional Organizations Memberships.