Bachelor's degree in accounting or related field required; master's in taxation preferred.
CPA license or active CPA candidacy preferred.
Minimum 3 years of experience in tax accounting.
Strong technical skills in tax compliance and planning.
Excellent communication and interpersonal skills; ability to work effectively in a team environment.
High-level proficiency with Microsoft Office (Excel, Word, Outlook), CCH, and QuickBooks Online.
Responsibilities
Prepare and review federal and state business tax returns for various client entities, ensuring compliance with tax laws.
Review financial statements and reconcile book to tax differences for clients.
Conduct comprehensive research on tax issues and planning strategies to optimize effective tax rates.
Assist clients during IRS audits, ensuring compliance with domestic and international tax laws.
Maintain accurate client documentation and supporting schedules in line with regulatory standards.
Write proposals and engagement letters while overseeing budgeting and billing for client engagements.
Supervise and mentor junior tax staff, providing coaching and technical guidance.
Benefits
Participation in firm-sponsored CPE and specialized tax training.
Opportunities for professional development and growth within the firm.
Dynamic team environment focused on client success.
Supportive culture that fosters strong client relationships.
Full Job Description
Position: We are seeking a talented and driven Tax Senior to join our team on a full-time basis. In this role, you will build and nurture lasting client relationships while managing tax engagements for a diverse portfolio of clients, including privately held businesses, business owners, families, and high-net-worth individuals.
Tax Preparation
Prepare and review federal and state business tax returns for clients, including LLCs, partnerships, C corporations, and gift and estate tax filings, ensuring compliance with applicable tax laws and filing requirements.
Review financial statements and support tax accounting schedules for clients, and reconciling book to tax differences.
Conduct comprehensive research on tax issues, tax planning strategies, and effective tax rate optimization.
Assist in researching client issues and representing clients in IRS audits, ensuring compliance with domestic and international tax laws.
Maintain accurate and complete client documentation, working papers, and supporting schedules in compliance with firm and regulatory standards.
Consulting Services
Support clients by writing proposals, engagement letters, and overseeing budgeting, staffing, and billing; foster strong client relationships and deliver exceptional service.
Perform tax research and collaborate with managers and partners to develop tax planning strategies for business transactions and restructurings, explaining complex tax matters to clients and internal stakeholders.
Participate in in-house CPE classes and specialized tax training provided by the firm to stay current on the latest developments in tax regulations.
Administrative & Leadership Duties
Supervise and review the work of junior tax staff and interns, providing coaching, technical guidance, and ongoing professional development.
Participate in firm-sponsored CPE and specialized tax training (e.g., international tax) to maintain and expand technical expertise and stay current with evolving tax laws and regulations.
Share technical knowledge with team members, assist in resolving complex tax issues, and promote consistent application of tax guidance across client engagements.
Qualifications
Bachelor's degree in accounting or related field required; master's in taxation preferred.
CPA license or active CPA candidacy preferred.
Minimum 3 years of experience in tax accounting.
Strong technical skills in tax compliance and planning.
Excellent communication and interpersonal skills; ability to work effectively in a team environment.
High-level proficiency with Microsoft Office (Excel, Word, Outlook), CCH, and QuickBooks Online.
The annual base salary range for this role is $105,000-$120,000. This range includes the anticipated low and high end the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.
Join us in our mission to empower financial success and make a positive impact in the lives of our clients. Apply now to be part of our dynamic team at PP&Co.!
