Senior Accountant – Tax Overview • The Senior Accountant – Tax role focuses on tax preparation, compliance, and bookkeeping support for diverse clients. • Prepare and review individual, corporate, partnership, and fiduciary tax returns ensuring accuracy and compliance. • Analyze client financial data to identify tax planning opportunities and communicate findings to leadership. • Assist small business clients with bookkeeping tasks, including reconciliations and journal entries. • Maintain accurate financial records using accounting software such as QuickBooks. • Support monthly and quarterly close processes on a limited basis. • Collaborate with a professional team to deliver high-quality accounting services. • Contribute to the client’s success by ensuring compliance with tax regulations and optimizing financial processes. Senior Accountant – Tax Key Responsibilities & Duties • Prepare and review individual income tax returns (Forms 1040) and corporate tax returns (Forms 1120). • Handle partnership tax returns (Forms 1065) and fiduciary income tax returns (Forms 1041). • Prepare and file 1099 forms including NEC, MISC, and INT, ensuring year-end filings are accurate. • Gather, organize, and analyze financial data to ensure precise reporting and compliance. • Identify and communicate tax planning opportunities to leadership for strategic decision-making. • Perform light bookkeeping tasks for small business clients, including bank reconciliations and general ledger cleanup. • Utilize accounting software to maintain accurate financial records and assist in close processes. • Collaborate with team members to ensure high-quality service delivery and client satisfaction. Senior Accountant – Tax Job Requirements • Bachelor of Science (BS) in Accounting or a related field is required. • Minimum of 4 years of experience in tax preparation and bookkeeping; 9 years preferred. • Proficiency in preparing and reviewing various tax forms including Forms 1040, 1120, 1065, and 1041. • Experience with accounting software such as QuickBooks is essential. • Strong analytical skills to gather and interpret financial data accurately. • Ability to identify tax planning opportunities and communicate effectively with leadership. • Detail-oriented with the ability to manage multiple tasks and deadlines efficiently. • Excellent communication and teamwork skills to collaborate effectively with colleagues and clients.