Tax Staff/Senior

Position Summary

Our client is seeking an experienced Tax Staff/Senior with 1-4 years of public accounting experience to join their tax team. This role is ideal for a motivated professional who enjoys working directly with clients, and working on/managing multiple engagements while delivering high-quality tax services.
The Tax Staff/Senior will prepare and review tax returns, assist with tax planning, research complex tax issues, and serve as a key point of contact for clients.

Key Responsibilities

• Prepare and review federal and state tax returns for:
  • Individuals (Form 1040)
  • Partnerships (Form 1065)
  • S Corporations (Form 1120-S)
  • C Corporations (Form 1120)
  • Trusts and Estates (Form 1041)
• Prepare tax projections and planning strategies for business and individual clients.
• Research federal and state tax issues and communicate findings to managers and partners.
• Build and maintain strong client relationships through timely and professional communication.
• Coordinate and manage multiple engagements to meet deadlines.
• Supervise, coach, and review the work of staff accountants.
• Assist with responding to IRS and state tax notices.
• Identify tax-saving opportunities and process improvements for clients.
• Participate in firm initiatives, training, and business development activities.

Qualifications

Required

• Bachelor’s degree in Accounting.
• 1-4 years of recent public accounting tax experience.
• Strong knowledge of federal and state taxation.
• Experience preparing business and individual tax returns.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple priorities during busy season.
• Proficiency with Microsoft Excel and tax preparation software.

Preferred

• CPA license or active progress toward CPA certification.
• Experience with CCH Axcess, ProSystem fx, UltraTax CS, GoSystem, or similar tax software.
• Experience with QuickBooks or other accounting software.
• Master’s degree in Taxation or Accounting a plus.

What You’ll Bring

• Strong attention to detail.
• Client-focused mindset.
• Positive attitude and collaborative approach.
• Ability to work independently while contributing to a team environment.
• Desire to mentor junior professionals.
• Commitment to continuous learning and professional growth.

Compensation & Benefits

Our client offers a competitive compensation package based on experience, including:

• Competitive salary
• Annual performance bonus opportunity
• CPA exam support and continuing education
• Medical insurance
• Paid time off and holidays
• Flexible/hybrid work arrangements
• Professional membership dues and licensing reimbursement
• Career advancement opportunities within a growing firm

Why Join Their Firm?

As a mid-sized CPA firm, they combine the sophistication of larger firms with the flexibility and personal relationships of a local practice. You’ll work directly with partners, gain exposure to a diverse client base, and have a clear path for professional growth in an environment that values teamwork, integrity, and exceptional client service.

Salary range $75-110K + Bonus

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