Senior Tax Accountant

• Bachelor's degree in Accounting required.
• Minimum 4-5 years of experience in public accounting, with exposure to both individual and corporate taxation.
• Strong technical expertise in tax compliance, planning, and accounting.
• Proficiency in Microsoft Office Suite; experience with QuickBooks and tax software (CCH ProSystem fx, CCH Planner, BNA, PPC) preferred.
• Excellent communication skills, with the ability to explain complex tax concepts clearly to clients and staff.
• Proven track record of managing client relationships and mentoring junior staff.
• Willingness to work additional hours as needed to meet client deliverables.

Technical Tax Ownership

• Prepare and review complex corporate tax returns (1065, 1120, 1120S) and high-net-worth individual returns (1040).
• Provide advanced tax planning strategies using BNA, CCH, or similar platforms to optimize client outcomes.
• Lead and review monthly, quarterly, and annual book closings to ensure accuracy and compliance.
• Apply expertise in trust and estate planning, including estate, trust, and gift tax compliance, individual income tax, and foreign financial reporting.
• Use and guide others in tax preparation software (CCH ProSystem fx preferred) to streamline efficiency.