Senior Tax Accountant

We're looking for an experienced Senior Tax Accountant who combines strong tax and accounting knowledge with an approachable, client-focused communication style. This role is ideal for someone who enjoys working directly with business owners and individuals, can manage work with limited hand-holding, and knows how to take a complicated accounting or tax issue and explain it in a way that makes sense.

What You Will Do

Prepare monthly, quarterly, and annual financial statements, review financial information for accuracy, and build strong client relationships through responsiveness, personal attention, and thoughtful guidance.

Why It Might Be a Fit

We want someone who makes clients feel more informed after the conversation, not less capable because they had to ask the question. You'll have the opportunity to work with evolving technology and help shape how innovation is applied within the firm.

Requirements

• 3+ years of relevant tax and accounting experience
• CPA or EA strongly preferred
• Recent public accounting or CPA-firm tax experience strongly preferred
• Strong experience preparing and reviewing individual and business tax returns
• Experience with returns such as 1040, 1065, 1120S, 1120, and 1041
• Comfortable working with complex returns and high-net-worth clients
• Ability to independently manage multiple client engagements and competing deadlines
• Strong understanding of accounting principles and financial statements
• Experience working directly with business owners and individual clients
• Ability to translate complicated accounting and tax concepts into clear, practical language
• Patient and approachable communication style that helps clients feel comfortable asking questions
• Strong analytical, critical-thinking, organizational, and problem-solving skills
• Ability to mentor, review, or support less-experienced team members
• Genuine interest in becoming a trusted advisor rather than simply completing assigned work

Benefits

• Employee Stock Ownership Plan (ESOP)
• Continuing education and certification reimbursement
• Leadership academy and development training
• Increasing client ownership and advisory exposure
• Opportunities to mentor and develop others
• Hybrid flexibility
• Summer Hours
• Generous PTO with eligibility for flexible/unlimited PTO
• Volunteer paid time off
• Paid parental leave
• Medical, dental, vision, disability, AD&D, and life insurance
• 401(k) with 3% Safe Harbor contribution