Tax Preparer - Senior Tax Preparer

Role Overview

The Senior Tax Preparer is responsible for preparing, reviewing, and finalizing complex individual, corporate, partnership, and trust tax returns while ensuring full compliance with federal, state, and local tax regulations. This role requires a high level of technical tax knowledge, strong client communication skills, and the ability to manage multiple deadlines in a fast-paced environment. The Senior Tax Preparer will also support junior staff, contribute to process improvements, and assist with tax planning strategies.

Key Responsibilities



Tax Preparation & Review

• Prepare and review complex federal and state tax returns including:

  • Individuals (high-net-worth, multi-state, investment-heavy)

  • Partnerships (1065)

  • Corporations (1120, 1120S)

  • Trusts & Estates (1041)

• Analyze financial statements, trial balances, and source documents to ensure accuracy and compliance.

• Identify tax-saving opportunities and planning strategies for clients.

• Research and interpret tax laws and regulations to ensure correct application.

Client Support & Advisory

• Serve as a primary point of contact for assigned clients.

• Communicate clearly regarding tax requirements, deadlines, and documentation.

• Advise clients on estimated tax payments, extensions, and compliance issues.

• Assist with tax notices, audits, and correspondence with taxing authorities.

Compliance & Quality Control

• Ensure all filings meet federal, state, and local requirements.

• Monitor regulatory changes and apply them to client work.

• Maintain detailed workpapers and documentation to support all returns.

• Review junior staff work for accuracy and provide coaching and feedback.

Team & Process Leadership

• Mentor and support junior tax preparers.

• Assist with workflow management during peak seasons.

• Help improve internal processes, checklists, and documentation standards.

• Support firm initiatives related to automation and efficiency.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field (Master's preferred)

• 5+ years of professional tax preparation experience

• CPA or EA certification strongly preferred

• Strong knowledge of federal and multi-state tax regulations

• Experience with high-net-worth individuals and business entities

• Proficiency in tax software (e.g., ProSystem fx, UltraTax, Drake, Lacerte)

• Strong Excel and accounting software skills

• Excellent analytical, organizational, and communication abilities

• Ability to manage multiple deadlines in a fast-paced environment

Key Competencies

• Attention to detail & accuracy

• Client service orientation

• Tax research & problem-solving

• Time management & prioritization

• Professional discretion & confidentiality

What We Offer

• Competitive compensation and performance bonuses

• Flexible or hybrid work options

• Career advancement opportunities

• Support for CPA/EA continuing education

• Collaborative and professional work environment