Senior Tax Accountant

About the Role:

The Senior Tax Accountant CPA is a senior-level public accounting opportunity for an experienced tax and accounting professional with expertise in complex tax compliance financial reporting and client advisory services. This role is ideal for a CPA with extensive experience in partnership taxation real estate tax high-net-worth individuals and closely held businesses. The position combines technical tax and accounting responsibilities with strategic tax planning client consulting financial statement preparation and leadership within a collaborative public accounting environment.

Responsibilities:

• Prepare and review complex federal state and multi-state tax returns for partnerships S corporations C corporations individuals trusts and estates.
• Prepare adjust and review client trial balances general ledger activity and year-end accounting records to ensure accuracy and compliance.
• Record journal entries related to accruals depreciation book-to-tax adjustments and other accounting reconciliations.
• Perform audits reviews and compilations in accordance with professional standards.
• Prepare GAAP-compliant financial statements with full disclosures.
• Conduct proactive tax planning and identify opportunities to minimize tax liabilities while supporting long-term client objectives.
• Research complex federal and state tax issues and prepare written technical analyses and recommendations.
• Assist with tax controversy matters including responding to notices examinations and regulatory inquiries.
• Build and maintain strong client relationships through regular communication and strategic advisory services.
• Collaborate with attorneys financial advisors and other external professionals on tax planning entity structuring and transactional matters.
• Support mergers restructurings entity formations and other specialized consulting engagements.
• Mentor and develop junior accounting professionals through coaching technical guidance and review of work product.
• Leverage accounting technology workflow automation and AI-enabled tools to improve efficiency productivity and client service.
• Manage multiple client engagements simultaneously while maintaining quality standards and meeting deadlines.

Qualifications:

• Active Certified Public Accountant CPA license in good standing.
• Bachelors degree in Accounting or a related field.
• Minimum of 7 to 10 years of public accounting experience with significant tax and assurance responsibilities.
• Extensive experience preparing and reviewing complex partnership corporate individual and trust tax returns.
• Strong background in partnership taxation including IRC Sections 704(b) 704(c)exchanges Section 163(j) Section 199A and pass-through entity taxation.
• Demonstrated experience serving real estate clients closely held businesses and high-net-worth individuals.
• Thorough understanding of Generally Accepted Accounting Principles GAAP financial statement preparation audits reviews and compilations.
• Experience performing tax research and interpreting complex tax regulations.
• Strong analytical organizational and project management skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills with a client-focused consultative approach.
• Proficiency with professional tax software accounting applications Microsoft Office 365 QuickBooks and document management systems.
• Ability to work independently while collaborating effectively within a professional accounting team.

Desired Qualifications:

• Advanced experience with complex real estate partnerships and investment structures.
• Experience with trust and estate taxation wealth planning and multi-generational tax strategies.
• Familiarity with multi-state taxation and complex entity structures.
• Experience supporting business transactions restructurings and strategic tax consulting engagements.
• Previous experience mentoring reviewing and developing accounting staff.
• Strong interest in process improvement workflow automation AI tools and technology-driven accounting solutions.
• Demonstrated ability to identify tax planning opportunities that create long-term value for clients.
• Commitment to continuous professional development exceptional client service and technical excellence.