Senior Tax Accountant
Permament
Responsibilities
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Prepare timely and accurate fiduciary, charitable, partnership, and personal tax returns, focusing on more complex returns and problem resolution.
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Collaborate closely with the Director of Tax Services in both a supportive and strategic capacity.
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Serve as a resource and mentor to more junior Tax Accountants.
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Provide backup coverage for the Director during absences.
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Communicate directly with clients as authorized, and review the work of other Tax Accountants when assigned.
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Provide expert tax advice to the Director, other Tax Accountants, clients, and partners of the Private Client Department.
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Participate in the new hire interview process and contribute to performance reviews for junior Tax Accountants and support staff.
Qualifications
- Bachelor’s degree required; Master’s in Taxation preferred.
- Minimum of 7 years of experience in fiduciary, charitable, partnership, and personal tax preparation, including all phases of tax preparation and problem resolution.
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Prior experience in a mid-size or larger professional work environment preferred.
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Ability to independently manage complex tax preparations with minimal supervision.
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Experience with ProSystem fx and Onesource Trust Tax software.
Additional Skills & Experience
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Advanced knowledge of applicable tax codes and legislative changes.
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High proficiency with hardware and software tools used in tax preparation.
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Strong ability to work independently, take initiative, and follow through on projects.
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Excellent verbal and written communication skills, including tact, diplomacy, and professionalism.
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Strong interpersonal skills with the ability to work positively with both staff and attorneys, while maintaining confidentiality.
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Proven ability to manage multiple responsibilities, prioritize tasks, work under pressure, and maintain accurate records.
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Detail-oriented, adaptable, and committed to maintaining strict confidentiality in all matters.
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