Senior Tax Accountants specializing in individual taxation perform most work assigned with minimal direction, with a primary focus on preparing and reviewing complex individual income tax returns (Form 1040). They support staff and in-charge personnel as client issues arise, particularly in areas related to individual tax matters.
Requirements
- Performs a broad range of individual tax assignments, with a primary focus on complex Form 1040 engagements, minimizing the need for direct involvement from Supervisors, Managers, and Shareholders.
- Demonstrates strong competency in individual tax technical skills, work quality, and application of professional and Firm standards.
- Prepares and reviews complex individual tax returns (Forms 1040), including Schedules A, B, C, D, and E, as well as related disclosures.
- Handles returns involving multi-state filings, K-1 income, investments, stock compensation, and rental activities.
- Meets time and budget constraints and ensures all client deadlines are achieved.
- Participates in planning and scheduling of individual tax engagements, especially during peak tax season.
- Directs, instructs, and trains Staff and In-Charge accountants on 1040 preparation and individual tax concepts.
- Reviews tax returns prepared by staff, provides clear feedback, and minimizes repeat errors.
- Follows review notes, makes corrections as requested, and improves accuracy in future work.
- Responds to and assists with IRS and state tax notices, amended returns, and post-filing activities (e.g., carrybacks, adjustments).
- Collaborates with Supervisors, Managers, and Shareholders to develop and implement individual tax planning strategies.
- Prepares client correspondence related to individual tax matters for review and approval.
- Communicates directly with clients to gather information, explain tax positions, and resolve issues in a professional manner.
- Conducts tax research specific to individual taxation as needed.
- Develops an understanding of and adheres to Firm policies and procedures, including the Firm’s Quality Control document.
- Assumes primary responsibility (under supervision) for individual tax engagements.
- Pursues continuing professional education with an emphasis on individual tax law and planning strategies.
- Maintains current knowledge of IRS regulations, tax law changes, and guidance impacting individual taxpayers.
- Participates in civic, charitable, and professional organizations.
- Meets or exceeds annual productivity goals for chargeable hours, utilization, and realization.
- Begins contributing to practice development, with a focus on building relationships with individual clients and referral sources.
- Performs other duties as assigned.
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Dental insurance
- Flexible schedule
- Free food & snacks
- Health insurance
- Opportunity for advancement
- Paid time off
- Parental leave
- Training & development
- Tuition assistance
- Vision insurance
