Job Details

Senior Tax Preparer/ CPA

The Senior Tax Preparer/ CPA is responsible for preparing and reviewing complex individual and business tax returns while providing high-level tax guidance to clients. This role requires deep knowledge of federal and state tax regulations, strong client communication skills, and the ability to work independently in a fast-paced CPA firm environment. The ideal candidate brings accuracy, efficiency, and a client-first mindset.

Tax Preparation & Review:

• Prepare and review complex federal and state tax returns including: Individual (1040) Business (1120, 1120S, 1065) Trusts and estates, as applicable
• Ensure compliance with current tax laws and regulations
• Identify tax planning opportunities and strategies for clients
• Review work prepared by junior staff and provide guidance as needed

Client Advisory & Communication:

• Serve as a primary point of contact for assigned clients
• Communicate tax matters clearly and professionally
• Respond to client inquiries and provide proactive tax guidance
• Assist clients with IRS and state tax notices and correspondence

Firm & Compliance Support:

• Stay current on tax law changes and industry updates
• Assist with tax projections, extensions, and amended returns
• Support tax planning engagements and year-round advisory services
• Maintain strict confidentiality and ethical standards

Requirements:

• CPA license preferred (required for CPA title)
• Minimum 5+ years of tax preparation experience in a public accounting firm
• Strong knowledge of federal and state tax regulations
• Experience preparing multi-entity and multi-state returns
• Excellent analytical, organizational, and time management skills
• Experience with tax planning and advisory services
• Familiarity with QuickBooks and client accounting records

Benefits:

• Competitive compensation based on experience and credentials
• Supportive and professional CPA firm environment
• Opportunities for advancement and leadership
• Flexible scheduling outside of peak tax season