Tax Senior

Position Summary
The Tax Senior will be responsible for preparing and reviewing tax returns and supporting tax planning engagements for a diverse client base, including corporations, partnerships, S-corporations, and individuals. This role requires strong technical tax knowledge, the ability to manage multiple engagements, and the ability to review and mentor staff-level associates.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for corporations, partnerships, S-corporations, and individuals
• Support tax planning and consulting engagements across a variety of client industries
• Research and document technical tax issues, preparing memoranda and supporting documentation
• Assist with tax provision preparation and review (ASC 740), as applicable
• Coordinate with clients to gather information necessary for tax return preparation and respond to client inquiries
• Review the work of Tax Staff, providing coaching, technical guidance, and feedback
• Identify tax planning opportunities and technical issues, communicating findings to managers and clients
• Assist with responses to IRS and state tax notices and audits
• Monitor changes in tax law and assess potential impact on client engagements
• Manage time and priorities across multiple client engagements to meet deadlines
• Support business development efforts by identifying additional service opportunities for existing clients
• Assist in training and onboarding of new Tax Staff

Qualifications

• Bachelor's degree in Accounting or related field required; Master's in Taxation a plus
• CPA or actively pursuing CPA required
• 2-4+ years of progressive tax experience within public accounting
• Strong technical knowledge of federal and state tax compliance for corporations, partnerships, and individuals
• Strong research, writing, and analytical skills
• Proficiency with tax research software (BNA, CCH, Checkpoint) and tax preparation software (GoSystem, CCH Axcess, or similar)
• Strong organizational skills and ability to manage multiple deadlines simultaneously
• Excellent communication and interpersonal skills

Preferred Attributes

• Big 4 or national/regional public accounting firm background
• Interest in developing a specialization within a specific industry or service line (real estate, financial services, high net worth individuals, international tax)
• Strong client relationship skills and interest in growing into a Manager role