Job description
Tax Senior CPA Join a family owned and operated CPA/Tax and wealth management firm.
Mid-level tax role requiring 5+ years of professional tax experience and an active CPA license. This position focuses primarily on preparing and reviewing individual income tax returns (Form 1040) with supplementary responsibility for business tax returns. The Tax Senior will demonstrate technical expertise and manage client relationships with professionalism and attention to detail.
Key Responsibilities
Primary Duties
Prepare and review individual federal and state income tax returns (Form 1040) for individuals, couples, and high-net-worth clients
Identify tax-saving opportunities and advise clients on deductions, credits, estimated payments, and tax planning strategies
Ensure compliance with current federal and state tax regulations and IRS requirements
Manage client files from intake through completion, maintaining organized documentation and meeting firm deadlines
Conduct tax research on complex or unusual tax situations using tax software, IRS publications, and professional resources
Secondary Duties
Prepare business tax returns, including sole proprietorships, partnerships (Form 1065), S-corporations (Form 1120-S), and C-corporations (Form 1120)
Prepare supporting schedules such as Schedule C (self-employment), Schedule E (rental income), K-1 statements, and business expense schedules
Maintain client relationships through clear communication, responsiveness to inquiries, and professional service delivery
Stay current with tax law changes and continuing professional education (CPE) requirements
Required Qualifications
CPA License Active and in good standing
Experience Minimum 5 years of professional tax preparation and accounting experience. More experience is preferred
Technical Skills Proficiency with tax preparation software (e.g., CCH, ProSystem fx, UltimateTax, Drake); competency in Excel and accounting software
Knowledge Strong understanding of federal and state individual and business tax law; familiarity with IRS forms, schedules, and publications
Attention to Detail Ability to manage high-volume workloads with accuracy and precision, especially during tax season
Communication Clear written and verbal communication skills for client interaction and team collaboration
Time Management Ability to prioritize multiple deadlines and manage heavy seasonal workloads
This is a mostly in office role. $100,000-160,000 (DOE) plus revenue share and incentives, 401k plus match, medical insurance, PTO. Seasonal demands January - April are reimbursed with time off during the rest of the year. Join a team where most people stay entire careers until retirement!
Mid-level tax role requiring 5+ years of professional tax experience and an active CPA license. This position focuses primarily on preparing and reviewing individual income tax returns (Form 1040) with supplementary responsibility for business tax returns. The Tax Senior will demonstrate technical expertise and manage client relationships with professionalism and attention to detail.
Key Responsibilities
Primary Duties
Prepare and review individual federal and state income tax returns (Form 1040) for individuals, couples, and high-net-worth clients
Identify tax-saving opportunities and advise clients on deductions, credits, estimated payments, and tax planning strategies
Ensure compliance with current federal and state tax regulations and IRS requirements
Manage client files from intake through completion, maintaining organized documentation and meeting firm deadlines
Conduct tax research on complex or unusual tax situations using tax software, IRS publications, and professional resources
Secondary Duties
Prepare business tax returns, including sole proprietorships, partnerships (Form 1065), S-corporations (Form 1120-S), and C-corporations (Form 1120)
Prepare supporting schedules such as Schedule C (self-employment), Schedule E (rental income), K-1 statements, and business expense schedules
Maintain client relationships through clear communication, responsiveness to inquiries, and professional service delivery
Stay current with tax law changes and continuing professional education (CPE) requirements
Required Qualifications
CPA License Active and in good standing
Experience Minimum 5 years of professional tax preparation and accounting experience. More experience is preferred
Technical Skills Proficiency with tax preparation software (e.g., CCH, ProSystem fx, UltimateTax, Drake); competency in Excel and accounting software
Knowledge Strong understanding of federal and state individual and business tax law; familiarity with IRS forms, schedules, and publications
Attention to Detail Ability to manage high-volume workloads with accuracy and precision, especially during tax season
Communication Clear written and verbal communication skills for client interaction and team collaboration
Time Management Ability to prioritize multiple deadlines and manage heavy seasonal workloads
This is a mostly in office role. $100,000-160,000 (DOE) plus revenue share and incentives, 401k plus match, medical insurance, PTO. Seasonal demands January - April are reimbursed with time off during the rest of the year. Join a team where most people stay entire careers until retirement!
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