Tax Senior

Job Objective

The Tax Senior CPA provides accurate tax preparation and advisory services while building strong client relationships. With 1 to 4 years of experience, this role focuses on developing technical skills, applying sound judgment, and supporting the firm's mission of delivering personalized, high-value service.

Job Responsibilities

• Client Service
• Prepare and review Federal, State, and Local tax returns
• Assist with tax research and planning projects
• Support clients in business planning and analysis
• Practice Development
• Identify opportunities to provide value-added services
• Deliver timely updates on tax and business issues
• Administrative/Practice Management
• Support partners in practice management activities
• Learn and apply the firm's accounting technology platforms
• Personal Development/Management
• Stay current on tax law and accounting updates
• Maintain CPE as required by state regulations

Education/Training/Experience

• EA or CPA license required or in process or Equivalent Experience
• 1 to 4 years of experience in public accounting
• Familiarity with integrated tax/accounting software solutions

Qualities/Skills

• Strong analytical and problem-solving skills
• Client-focused with excellent interpersonal abilities
• Organized, detail-oriented, and proactive