Senior Tax Accountant

Senior Tax Accountant with a growing financial services firm.
 

Summary

We are seeking an experienced Senior Tax Accountant to join a multi-disciplinary financial services firm known for delivering comprehensive tax, accounting, and wealth management solutions. In this role, you will prepare and review complex tax returns for individuals, corporations, partnerships, and trusts, ensuring compliance with federal and state regulations.

Reporting to the Finance Manager, you will be a key partner in providing strategic tax planning and consulting services to a diverse client base, supporting both their immediate and long-term financial goals.

Responsibilities

• Prepare and review complex tax returns: Manage federal, state, and local tax filings for individuals, businesses, and trusts, ensuring accuracy and compliance.
• Conduct tax research: Interpret evolving tax laws to provide clients with compliant and optimized tax strategies.
• Advise on tax planning and consulting: Offer strategic guidance on business transactions, restructuring, and other tax implications to maximize client benefits.
• Analyze financial data: Generate tax projections to aid clients in making informed financial decisions.
• Manage client relationships: Serve as the primary point of contact for tax-related inquiries and provide exceptional client service.
• Maintain compliance: Stay updated on multi-state tax codes and ensure all filings adhere to the latest regulations.
• Utilize tax software: Proficiently use tax preparation and financial analysis tools, with experience with popular tax software preferred.
• Ensure accuracy and organization: Handle multiple priorities effectively with keen attention to detail and problem-solving skills.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA license or Enrolled Agent designation required.
• At least 5 years of relevant tax and accounting experience.
• Proven ability to independently complete complex tax returns.
• Strong knowledge of federal and multi-state tax codes and compliance standards.
• Proficiency with tax preparation software and financial analysis tools.
• Excellent communication skills, both written and verbal.
• Exceptional organizational and problem-solving abilities.
• Ability to work in a hybrid environment with a flexible schedule.

Ready to advance your tax accounting career with a well-respected firm? If you possess a solid background in complex tax preparation and consulting, we encourage you to apply for this senior-level position. Join a collaborative team dedicated to providing strategic financial solutions to clients in a dynamic industry.

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