A growing boutique tax and accounting firm serving individuals and small businesses, is seeking a Senior Tax Accountant / Senior Tax Preparer to join its team in Rochester, MN, with flexible hybrid options available. This is an opportunity for an experienced tax professional to manage client engagements independently, mentor developing accountants, and enjoy a more flexible schedule outside of tax season without the audit demands of a traditional full-service accounting firm.
What You'll Do as the Senior Tax Accountant / Senior Tax Preparer:
- Prepare and review federal and applicable state tax returns for individuals, partnerships, and S corporations.
- Independently handle Forms 1040, 1065, and 1120S from initial preparation through completion.
- Review returns completed by junior accountants and provide clear, constructive feedback.
- Serve as a trusted point of contact for clients, answering questions and coordinating tax-related needs.
- Manage multiple client engagements while maintaining accuracy and meeting filing deadlines.
- Support tax planning conversations and identify opportunities to help clients make informed financial decisions.
- Train and mentor less-experienced tax professionals, helping them strengthen their technical skills and confidence.
- Collaborate with colleagues to improve workflows, maintain quality, and manage seasonal workloads.
- Contribute ideas that support the firm's continued growth and professional development efforts.
Must-Haves as the Senior Tax Accountant / Senior Tax Preparer:
- At least 5 years of substantial, hands-on tax preparation experience, ideally in public accounting or a tax-focused firm.
- Strong experience preparing Forms 1040, 1065, and 1120S.
- Ability to independently complete individual and business tax returns with limited oversight.
- Experience reviewing tax returns and identifying errors or needed adjustments.
- Solid understanding of federal and applicable state individual and business taxation.
- Ability to manage multiple engagements, priorities, and client deadlines.
- Strong client communication and relationship management skills.
- Willingness to coach and support junior tax professionals.
- Comfort with the extended hours associated with peak tax season.
- Ability to meet agreed onsite expectations in Rochester, MN.
Nice-to-Haves as the Senior Tax Accountant / Senior Tax Preparer:
- CPA or Enrolled Agent (EA) designation.
- 10+ years of tax preparation and review experience, particularly for candidates without a CPA or EA.
- Experience supervising, training, or mentoring junior accountants.
- Ownership of an established portfolio of individual and business tax clients.
- Experience with quarterly tax planning, consulting, or advisory services.
- Background with a local, regional, or national public accounting firm.
- Bachelor's degree in Accounting or related advanced education.
- Interest in growing into additional technical or team leadership responsibilities.
The Company Offers:
- Competitive base compensation generally ranging from $90,000-$125,000+, depending on experience and qualifications.
- Flexibility to consider higher compensation for exceptional candidates.
- Potential bonus or performance-based compensation, subject to confirmation.
- A four-day office schedule, Monday through Thursday, during much of the May-December off season.
- Hybrid flexibility, generally 2-3 onsite days per week during busy season and 1-2 onsite days per week during the off season.
- Retirement plan.
- Life insurance and long-term disability insurance.
- Paid time off and applicable paid sick/safe time.
- Complimentary personal tax preparation.
- Discounted tax preparation for friends and family.
- Potential healthcare stipend or additional compensation to help offset individual coverage costs, subject to agreement.
- A collaborative, tax-focused environment without audit or assurance assignments.
- Direct client relationships, professional autonomy, and opportunities to mentor junior staff.
- Potential for expanded leadership responsibilities as the firm grows.