Exciting opportunity for an experienced EA or CPA to be part of our team. The candidate should be expert-level in preparing individual, entity, and fiduciary tax returns, and have a strong background in accounting. The Senior Tax Preparer will be responsible for preparing returns, reviewing returns, tax research as needed, and communicating directly with clients and IRS/states.
Key Responsibilities:
- Prepare and review complex individual, partnership, corporate, nonprofit and trust tax returns for clients.
- Conduct comprehensive tax research and analysis to ensure accuracy and compliance with current tax laws and regulations.
- Develop and maintain strong client relationships through effective communication and personalized service.
- Collaborate with other members of the tax department to address client needs and deliver exceptional service.
- Stay current on emerging tax issues, legislation, and industry trends to effectively advise clients and mitigate risk.
- Assist with tax notices and inquiries as needed.
Qualifications:
- Bachelor's degree in Accounting, Finance, or related field required; CPA certification preferred or Enrolled Agent.
- Minimum of 8 years of experience in public accounting with a focus on tax preparation and planning.
- Strong technical knowledge of individual, partnership, corporate, nonprofit and trust tax returns, tax laws, regulations, and compliance requirements.
- Proficiency in tax software (e.g., CCH ProSystem fx), Microsoft Office Suite and QuickBooks online/desktop.
- Excellent organizational, analytical and problem-solving skills with a keen attention to detail.
- Exceptional client service and communication skills, with the ability to build and maintain strong client relationships.
- Proven ability to work effectively in a fast-paced, deadline-driven environment, both independently and as part of a team.
- Familiarity with tax planning strategies and techniques to optimize client outcomes.
- Ability to adapt to changing regulations and industry trends to provide innovative solutions to client challenges.
