Senior Tax Accountant – Complex Business Returns
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Job Description
Senior Tax Accountant preparing complex federal, state, and local returns for Tax Alchemy. Managing high-volume client engagements involving partnerships, corporations, individuals, and multistate taxation.
Responsibilities:
- Prepare complex federal, state, and local returns for partnerships (Form 1065), S corporations (Form 1120-S), C corporations (Form 1120), and individuals (Form 1040), including supporting schedules and workpapers
- Handle complicated client returns involving multiple entities, multistate operations, high-net-worth individuals, rental real estate, ownership changes, and business transactions
- Review financial statements, trial balances, and general ledger activity; identify discrepancies and prepare adjusting entries and book-to-tax reconciliations
- Calculate and maintain depreciation schedules, shareholder and partner basis, capital accounts, loss limitations, and tax carryforwards
- Prepare estimated tax calculations, extensions, amended returns, and tax projections
- Produce organized, review-ready returns and workpapers; resolve review comments promptly and accurately
- Research complex tax issues, document conclusions, and escalate significant risks or uncertain positions to the Tax Manager
- Manage assigned engagements from document collection through filing, proactively addressing missing information and communicating potential delays
- Maintain workflow records and meet production targets, internal deadlines, and filing deadlines
- Communicate with clients regarding documentation, tax implications, payment obligations, and filing status
- Identify tax planning opportunities and coordinate recommendations with the Tax Manager and advisory team
- Prepare responses to federal and state tax notices and assist with audit support
- Mentor team members and contribute to technical training, the company knowledge base, and process improvements
- Stay current on tax law changes and maintain client confidentiality and secure handling of financial information
- Explain complex tax matters clearly, address client questions professionally, and build effective client relationships
Requirements:
- Three to six years of progressively responsible tax preparation experience, including substantial hands-on experience with complex business and individual returns
- Advanced technical proficiency in partnership, S corporation, C corporation, and individual taxation
- Demonstrated ability to independently prepare complicated client returns with limited supervision and minimal substantive corrections
- Strong working knowledge of multistate taxation, pass-through entities, basis calculations, capital accounts, depreciation, passive activity rules, and book-to-tax adjustments
- Ability to interpret financial statements, reconcile accounts, and identify accounting issues affecting tax preparation
- Proven ability to manage a high-volume workload, adapt to changing priorities, and meet deadlines while maintaining quality
- Bachelor’s degree in Accounting, Finance, Taxation, or a related field
- Active pursuit of a CPA license or Enrolled Agent (EA) credential; completed credential preferred
- Proficiency with professional tax preparation software, Microsoft Excel, Google Workspace, and workflow or CRM systems
- Strong analytical, tax research, organizational, and client communication skills
- Ability to work independently and collaborate effectively with a remote team
- Preferred: Active CPA license or EA credential
- Preferred: Master’s degree in Taxation
- Preferred: Public accounting experience serving closely held businesses and high-net-worth individuals
- Preferred: Experience using UltraTax, Canopy, and SurePrep
- Preferred: Experience mentoring junior tax professionals and improving preparation workflows
Benefits:
- Remote work
- Medical, dental, vision, life, and voluntary life insurance
- 401(k) with company match
- Paid vacation and sick days
- Paid holidays
- Continuing education
- Teambuilding events
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