Description Sr. Tax Accountant | $80K-$100K DOE Waverly, IA | Full-Time | Hybrid - Minimum 3 Days In-Office Public Accounting | Tax Services Elizabeth Banzhaf, LPN Co-Founder & COO | Heartline Staffing Call or Text: 272-230-3157 LinkedIn: View Elizabeth's LinkedIn Prefer a confidential conversation instead of applying? Call or text Elizabeth directly at 272-230-3157. Heartline Staffing is recruiting a Sr. Tax Accountant for a full-time hybrid opportunity in Waverly, Iowa. This position is designed for an experienced public accounting professional with a strong background in complex corporate, partnership and individual taxation who is looking for long-term career growth and the opportunity to pursue firm ownership. The Sr. Tax Accountant will provide tax planning and preparation for a diverse client base while serving as a trusted advisor on complex tax matters. The role also includes technical research, compliance oversight and guidance of junior accounting staff as needed. COMPENSATION • $80,000-$100,000 DOE HYBRID SCHEDULE • Minimum 3 days per week in the Waverly office TAX PREPARATION & PLANNING • Lead the preparation and review of complex federal and state tax returns • Prepare and review individual tax returns • Prepare and review C-Corporation tax returns • Prepare and review S-Corporation tax returns • Prepare and review Partnership tax returns • Provide sophisticated tax planning for a diverse client base COMPLIANCE & TECHNICAL RESEARCH • Ensure filings comply with current IRS and Iowa state tax laws • Stay current with changing tax legislation • Provide proactive tax guidance to clients • Conduct in-depth research on complex tax issues • Support client strategies and assist with IRS or state-level inquiries CLIENT ADVISORY • Serve as a trusted advisor to clients • Provide comprehensive financial solutions based on clients' personal and professional circumstances • Support client retention and the development of new financial solutions MENTORSHIP • Provide guidance to junior accounting staff as needed • Provide technical review to support accuracy and professional development CAREER GROWTH • Opportunity to pursue firm ownership for high-performing senior professionals BENEFITS • Medical, dental and vision insurance • Company contributes $425 per month toward employee medical benefits • Company-paid life insurance • Maternity and fraternity leave policies • Firm-sponsored retirement planning options • Firm ownership opportunity for high-performing senior professionals Requirements • 5+ years of progressive public accounting experience specifically involving corporate, partnership and individual taxation REQUIRED • Local candidate residing in or willing to commute to Waverly, IA REQUIRED • Ability to work in the Waverly office at least 3 days per week REQUIRED • Experience with standard tax preparation and accounting software such as UltraTax, CCH or similar REQUIRED • U.S. Citizen or Permanent Resident work authorization REQUIRED PREFERRED • CPA (Certified Public Accountant) or EA (Enrolled Agent) • Desire to pursue firm ownership opportunities within a growing regional practice • Familiarity with the financial needs of businesses and individuals along the US 20 corridor Not ready to formally apply? That's completely fine. Many experienced accounting professionals prefer a confidential conversation first. Call or text Elizabeth directly at 272-230-3157.