Role Description We are seeking an experienced, client-focused, and detail-oriented Senior Tax Accountant to join our growing tax practice. This role will be responsible for preparing federal, state, and local tax returns for individuals, partnerships, corporations, trusts, and nonprofit organizations, while also reviewing client bookkeeping records and financial information to ensure accurate tax reporting.
The Senior Tax Accountant will work directly with clients to gather information, address tax-related questions, resolve notices, and provide a high level of client service throughout the year. The position also involves identifying tax issues, performing tax research, assisting with tax planning projects, and collaborating with firm leadership to deliver practical solutions to closely held businesses, investment entities, and high-net-worth individuals.
The ideal candidate has strong technical tax preparation skills, solid accounting knowledge, excellent communication abilities, and experience working in a public accounting environment. This individual should be comfortable managing multiple client engagements, meeting deadlines, and working both independently and as part of a collaborative team in a fast-paced and growing firm.
Key Responsibilities
Prepare federal, state, and local tax returns, including Forms 1040, 1065, 1120S, 1120, 1041, and exempt organization returns, ensuring accuracy and timely filing.
Gather, analyze, and organize client tax information and supporting documentation.
Review bookkeeping records, financial statements, general ledgers, and trial balances to ensure accuracy and tax readiness.
Prepare year-end adjusting journal entries and reconcile tax-related accounts as needed.
Communicate directly with clients regarding tax return preparation, missing information, tax notices, and routine tax planning opportunities.
Review K-1s, shareholder and partner basis schedules, capital accounts, and related tax workpapers.
Assist clients with tax compliance matters, including estimated tax payments, extensions, and state filing requirements.
Research tax issues and apply federal and state tax regulations to client situations.
Assist with responses to IRS and state tax notices and support clients during tax examinations.
Coordinate with bookkeeping and accounting teams to ensure complete and accurate financial information is available for tax compliance.
Maintain organized tax files, workpapers, and client documentation in accordance with firm standards.
Support tax managers and partners with tax planning projects, special engagements, and client advisory services.
Train and mentor junior staff and review work prepared by less experienced team members as assigned.
Qualifications
Bachelor's degree in Accounting, Taxation, or related field.
3-6 years of public accounting tax experience preparing individual, partnership, S corporation, and corporate tax returns.
Strong understanding of federal and state tax compliance for closely held businesses and high-net-worth individuals.
Experience reviewing bookkeeping records and financial statements for tax preparation purposes.
Ability to identify accounting and tax issues and propose practical solutions.
Strong organizational skills with the ability to manage multiple client engagements and deadlines simultaneously.
Excellent communication and client service skills, with the ability to interact professionally with business owners and individual clients.
Proficiency with tax software, Microsoft Excel, and accounting platforms such as QuickBooks Online and QuickBooks Desktop.
Strong attention to detail and commitment to delivering high-quality work.
Ability to work independently while collaborating effectively with team members in a remote or hybrid environment.
Preferred Experience
Active CPA or Enrolled Agent License preferred but not required
Prior experience in a small or mid-sized CPA firm
Fluency in Spanish a Plus
Proficiency with tax software such as UltraTax, Lacerte, ProSeries, or ProSystem FX
Company Description
Protouch Staffing is a trusted staffing partner specializing in connecting skilled professionals with top employers. While we originally focused on healthcare staffing, we’ve expanded into legal and other domains to meet evolving workforce needs across industries.