Who We’re Looking For
We’re looking for a Senior Tax Accountant to join our growing team.
This role is ideal for someone who enjoys solving complex tax problems, mentoring other accountants, and serving as a trusted advisor to small business owners.
You’ll work closely with Tax Accountants, Senior Staff Accountants, and CPAs to ensure our clients receive exceptional tax planning, accurate tax filings, and proactive strategic guidance throughout the year.
This role combines tax preparation, tax review, tax planning, client advisory work, and team mentorship.
If you’re looking for an opportunity to deepen your technical expertise while helping develop the next generation of accountants, we’d love to meet you.
What You’ll Do
While your tasks will vary day to day, we have built-in, recurring deadlines that will need to be met. We keep routine, but avoid the mundane. You’ll serve as a trusted advisor for a portfolio of small business clients while also helping lead and support our tax team. You’ll tackle complex tax issues, develop tax planning strategies, review tax returns and projections, mentor fellow accountants, and serve as a technical resource for the team. You’ll collaborate closely with clients and team members to ensure our clients receive thoughtful, proactive tax guidance and exceptional service throughout the year.
Client Advisory & Relationship Management
- Serve as the primary advisor for a portfolio of small business clients
- Meet with clients throughout the year to discuss financial performance, tax projections, and planning opportunities
- Build long-term relationships with clients and become a trusted resource for business and tax questions
- Provide guidance on entity structure, retirement planning, estimated taxes, accountable plans, and other tax-saving opportunities
- Translate financial information into actionable recommendations for clients
- Collaborate with clients and internal team members to help businesses achieve their goals
Tax Planning & Tax Research
- Prepare and review tax projections
- Identify proactive tax-saving opportunities throughout the year
- Develop and implement tax planning strategies for clients
- Monitor tax law changes and evaluate their impact on clients
- Perform complex tax research and communicate findings internally
- Assist with resolving complex tax notices and tax authority correspondence
- Serve as a technical resource for tax questions within the firm
Tax Preparation & Review
- Prepare complex individual and business income tax returns
- Review tax returns prepared by Tax Accountants and team members
- Review supporting documentation for completeness and accuracy
- Review bookkeeping and financial statements for tax readiness
- Coordinate with internal team members to gather information needed for tax preparation
- Ensure tax filings are accurate, timely, and complete
- Assist with quality control and review processes during tax season
Leadership & Mentorship
- Mentor Tax Accountants and Senior Staff Accountants
- Provide technical guidance and training to team members
- Assist with onboarding and development of new accounting team members
- Review work and provide constructive feedback
- Help establish and improve tax department processes and best practices
Accounting Oversight
- Review financial statements and supporting workpapers
- Assist with complex accounting issues and transactions
- Provide guidance to the accounting team regarding tax-sensitive accounting matters
- Collaborate with the team to support client accounts and ensure high-quality service delivery
- Assist with special projects and complex client situations as needed
Technology & Process Improvement
Assist with implementation of new technology and workflow improvements
Work with platforms such as Xero, QuickBooks Online, Gusto, Hubdoc, Shopify, Stripe, Square, Zapier, and other cloud-based applications
Identify opportunities to improve client processes and internal efficiencies
What We’re Looking For
- CPA or EA license required
- 7+ years of accounting and tax experience
- Experience working with closely held businesses and pass-through entities
- Experience preparing and reviewing individual and business tax returns
- Experience preparing and reviewing tax projections
- Strong understanding of small business taxation
- Strong understanding of financial statements and financial reporting
- Experience performing tax research and resolving complex tax issues
- Ability to explain complex tax concepts in a way clients can understand
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- Experience managing client relationships
- Experience mentoring or reviewing the work of other team members
- Ability to manage multiple deadlines and priorities simultaneously
- Strong technology skills and willingness to learn new software
Bonus Points For
- Experience with Xero
- Experience with ProConnect
- Experience with e-commerce clients
- Experience with multi-state taxation
- Experience working in a remote accounting firm
Growth Opportunities
We believe in promoting from within whenever possible.
Many team members begin in bookkeeping-focused roles and continue growing into more advanced accounting and tax positions over time.
Potential career paths include:
- Bookkeeper
- Staff Accountant
- Senior Staff Accountant
- Accounting Manager
- Tax Accountant
- Senior Tax Accountant
- Tax Manager
If you’re looking for a place where you can continue learning and growing your accounting career, we’d love to meet you.
Compensation
Salary based on experience, credentials, and qualifications.
Benefits
- Flexible schedule
- PTO
- Summer Fridays outside of tax season
- 401(k) with company match
- QSEHRA
- Accountable plan reimbursement
- Company-paid Group Life Insurance
- Company-paid Short-Term Disability Insurance
- Advancement opportunities
- Fully remote work environment
Requirements
- Ability to pass a background check
- Reliable internet connection and home office environment
To Apply
If this sounds like the type of place you’ve been looking for, we’d love to hear from you! Click here.
