Senior Tax Accountant

Senior Tax Accountant

Location: Farmington, Connecticut
Employment Type: Full-Time
Experience Level: Senior-Level (3-6 years)
Department: Tax Services

Company Overview

Our clients established CPA firm in Farmington, CT is seeking a skilled Senior Tax Accountant to join their dedicated tax services team. We provide comprehensive tax preparation, planning, and advisory services to a diverse clientele including individuals, small to mid-sized businesses, partnerships, and non-profit organizations throughout Connecticut and surrounding areas. Their firm values professional excellence, client service, and maintaining a supportive work environment that encourages career growth and development.

Position Summary

The Senior Tax Accountant will be responsible for preparing complex tax returns, conducting tax research, and providing tax planning services to clients. This role requires a detail-oriented professional with solid technical tax knowledge who can work independently while contributing to team objectives during busy season and year-round client service initiatives. The position offers opportunities for professional growth and increased client interaction.

Key Responsibilities



Tax Preparation & Compliance

• Prepare complex federal and multi-state tax returns for individuals, partnerships, S-corporations, and C-corporations
• Handle sophisticated tax situations including multi-entity structures, rental properties, and investment portfolios
• Process quarterly estimated tax payments and annual tax projections
• Prepare tax extensions, amended returns, and prior year corrections
• Ensure all tax returns are completed accurately and filed within required deadlines
• Maintain current knowledge of federal and state tax law changes affecting clients

Client Service & Communication

• Serve as primary contact for assigned clients during tax season and year-round
• Conduct client interviews to gather tax information and identify planning opportunities
• Communicate with clients via phone, email, and in-person meetings regarding tax matters
• Explain tax concepts and strategies to clients in clear, understandable terms
• Prepare client tax organizers and coordinate document collection processes
• Respond to client questions and concerns promptly and professionally

Tax Research & Planning

• Research complex tax issues using professional research tools (RIA, CCH, Thomson Reuters)
• Provide basic tax planning advice to minimize client tax liabilities
• Assist with tax controversy matters including IRS correspondence and notice resolution
• Prepare supporting documentation and workpapers for tax positions taken
• Stay informed about tax law developments and their impact on client situations
• Contribute to firm knowledge base and best practices documentation

Quality Control & Review

• Review tax returns prepared by staff accountants and seasonal preparers
• Ensure work completed meets firm quality standards and professional requirements
• Perform quality control checks on complex calculations and tax computations
• Document review procedures and maintain detailed workpaper files
• Assist with firm peer review preparation and quality assurance processes

Team Collaboration & Development

• Mentor junior staff and seasonal employees on technical tax matters
• Assist with training new team members on firm procedures and software
• Collaborate with team members to ensure efficient workflow during busy season
• Participate in team meetings and contribute to process improvement initiatives
• Support colleagues with complex technical questions and research needs

Required Qualifications



Education & Certifications

• Bachelor's degree in Accounting, Finance, or related field required
• CPA certification preferred (or actively pursuing)
• Enrolled Agent (EA) certification acceptable in lieu of CPA
• 150 credit hours completed (preferred for CPA track)

Experience

• 3-6 years of tax preparation experience in public accounting or related field
• Strong experience with individual and business tax return preparation
• Experience with Connecticut state tax filings and multi-state returns
• Proven ability to handle complex tax situations and research issues
• Experience working in fast-paced environment with multiple deadlines

Technical Skills

• Proficiency with professional tax software (Lacerte, ProSystem fx, Drake, or similar)
• Strong knowledge of federal and state tax laws and regulations
• Experience with tax research databases (RIA, CCH, Thomson Reuters)
• Advanced Microsoft Excel skills including formulas, pivot tables, and data analysis
• Familiarity with QuickBooks and other small business accounting software
• Experience with document management and workflow systems

Core Competencies

• Strong attention to detail and accuracy in work product
• Excellent analytical and problem-solving abilities
• Good written and verbal communication skills
• Ability to manage multiple clients and projects simultaneously
• Time management skills with ability to meet tight deadlines
• Professional demeanor and client service orientation
• Ability to work both independently and as part of a team

Preferred Qualifications

• CPA license in Connecticut or reciprocal state
• Master's degree in Taxation or related field
• Experience with specialized tax areas (estates/trusts, non-profit, real estate)
• Previous experience mentoring or training junior staff
• Familiarity with Connecticut and New York state tax requirements
• Experience with tax planning and consulting services
• Knowledge of payroll tax compliance and reporting

What We Offer



Compensation & Benefits

• Competitive salary range based on experience and education
• Performance-based annual bonus
• Comprehensive health, dental, and vision insurance
• 401(k) retirement plan with company matching contribution
• Paid time off and holiday schedule
• Professional development and continuing education support
• CPA exam reimbursement and certification bonus
• Flexible spending accounts (FSA/HSA options)