Job Title: Tax Senior

About the Role

This role is ideal for someone with at least 2 years of heavy tax preparation experience in public accounting, who is eager to learn, grow quickly, and build deep technical expertise.

We value hunger over tenure. If you have only a few years of true tax prep experience but are driven, curious, accurate, and committed to becoming exceptional, this role is designed for you.

Success in This Role Means:

• Clients feel informed, confident, and supported in their tax plans

• Tax returns, reviews, and projects are completed accurately and on time

• You identify savings opportunities early and proactively

• You elevate internal processes, systems, and team collaboration

• You break down complex concepts into clear, simple explanations

• You grow month over month in both technical tax skills and client advisory

Core Values:

Key Responsibilities:

• Prepare and review individual, partnership, S-corp, and small business returns

• Support the Senior Tax Manager on planning engagements and mid-year reviews

• Identify tax savings opportunities and document findings clearly

• Assist with IRS notices, research, and client-facing communication

• Collaborate with internal bookkeeping and compliance teams

• Participate in client meetings to explain findings and planning discussions

• Stay up to date on tax law changes relevant to small businesses and real estate

• Provide feedback to improve internal systems, workflows, and documentation

Requirements