Tax Senior
Our client has an immediate need for a Tax Senior. This is a remote direct hire opportunity.
Client Profile
Our client is a growing public accounting and financial advisory firm that operates as a full-service fractional family office. The organization supports clients across tax compliance, proactive tax planning, bookkeeping, payroll, wealth management, and broader financial advisory services.
The firm offers a more consultative environment than a traditional tax practice. Tax professionals are encouraged to understand the full financial picture of their clients, develop deeper advisory skills, and participate in sophisticated planning strategies while working within a highly collaborative team.
The culture emphasizes communication, efficiency, professional development, and work-life balance. Team members work closely together despite the remote structure, with frequent communication, educational meetings, and ongoing collaboration across client relationships.
Tax Senior Role
The Tax Senior will combine technical tax expertise with client relationship management and proactive tax planning responsibilities.
This position is heavily weighted toward tax review and client interaction. The Tax Senior will review complex individual and business returns, support higher-level tax planning, mentor junior team members, and gradually take ownership of approximately 20 to 30 key client relationships.
Responsibilities include:
Review individual and business tax returns prepared by other members of the tax team
Prepare more complex returns as needed, including 1040, 1120S, 1065, and C Corporation returns
Evaluate returns beyond technical accuracy by identifying inconsistencies, planning opportunities, and issues based on knowledge of the client
Participate in and ultimately lead quarterly and semiannual client meetings
Discuss tax returns, projections, planning strategies, and financial questions directly with business owners and other senior client contacts
Develop a comprehensive understanding of assigned clients, including their businesses, tax position, bookkeeping status, previous planning discussions, and broader financial relationships
Prepare agendas and identify important issues or opportunities before client meetings
Present tax strategies and recommendations in a clear and approachable manner
Review work performed by Tax Associates and junior team members
Provide technical feedback, coaching, and support to developing tax professionals
Research federal and state tax matters and independently work through potential solutions
Assist clients with tax notices and taxing authority matters as needed
Collaborate with leadership and other team members on complex client situations and planning opportunities
Maintain current knowledge of changes in federal and state tax regulations
There is no formal sales or business development quota associated with the position. The focus is on client service, relationship ownership, and advisory support.
Tax Senior Background Profile
Bachelors or Masters degree in Accounting
CPA license required
3 or more years of public accounting tax experience
Experience completing multiple tax seasons
Strong experience preparing individual and business tax returns from beginning to end
Experience with 1040, 1120S, 1065, C Corporation, and complex business returns
Tax return review experience strongly preferred
Ability to understand what a tax return is communicating rather than focusing solely on data entry and accuracy
Strong client-facing communication experience
Comfortable speaking with business owners, CFOs, executives, and other senior stakeholders
Ability to explain complex tax concepts in a clear and approachable manner
Strong initiative and ability to independently research questions and move work forward
Ability to manage multiple priorities and client relationships successfully in a remote environment
Collaborative, team-oriented approach
Interest in developing deeper tax planning and advisory expertise
UltraTax and CS Planner experience highly preferred but not required
Benefits and Features
Remote work environment
Discretionary quarterly bonus opportunity following eligibility requirements
100% employer-paid medical insurance premiums for employee, spouse, and dependents under the company-sponsored plan
Voluntary dental and vision coverage
401(k) with traditional and Roth options
4% employer match
Profit sharing
Two weeks PTO
72 hours of annual sick leave
Paid holidays
Paid birthday off
Four additional summer flex days
Additional PTO based on tenure
Tax season comp time
Paid continuing education
Company-provided technology and equipment
Approximately 40-hour workweeks outside of busy season
Busy season generally averages approximately 50 to 55 hours per week rather than the significantly longer hours common within traditional public accounting firms