DescriptionCompensation TransparencySalary: $82,500 - $92,500
Bonus: 10%Job Summary
The Senior Tax Accountant will focus on individual and small business tax preparation for our clients. This will include some accounting and financial statement preparation, along with tax preparation.
Key Responsibilities
- Oversee client financial statements for accuracy and timeliness.
- Oversee client tax onboarding.
- Prepare designated tax returns for corporations, partnerships, individuals, and trusts.
- Responsible for preparation for meetings and any follow-ups that result.
- Oversee and prepare client tax projections for estimated tax payments and future tax liabilities.
- Oversee tax notice resolutions.
- Oversee government audits.
- Research and answer client's accounting and tax questions.
- Stay up to date and research new tax laws and prepare internal educational materials.
- Consistently remains alert to client satisfaction, addresses client needs, with timely follow-up and communicates appropriate information to engagement partners and personnel.
- Build and maintain successful relationships with clients, their personnel and our staff.
- Model excellence in performance and approach to their work and have the ability to train others in areas of expertise.
- Other duties as assigned.
Key Requirements
- Bachelor's degree in accounting required, master's degree in accounting/finance or MBA preferred
- 3-5 years of successful CPA firm experience and/or Big 4 experience
- Active CPA or EA licensure preferred or must be progressing towards certification.
- Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes
- Demonstrate the ability to research and provide solution options for difficult tax problems
- Excellent verbal and written communication skills
- Willingness to understand and properly communicate difficult issues to clients
- Commitment to developing technical and industry knowledge through personal reading, research, coursework and other continuing education
- Ability to build relationships in the business community to generate future leads and referrals
- Deep knowledge and expertise in medical and dental industry metrics, preferred
Benefits
- An attractive total compensation package
- Employer-sponsored health insurance (medical, dental, vision)
- 401(k) + 5% match
