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Job Title: Tax Senior
About the Role
This role is ideal for someone with at least 2 years of heavy tax preparation experience in public accounting, who is eager to learn, grow quickly, and build deep technical expertise.
We value hunger over tenure. If you have only a few years of true tax prep experience but are driven, curious, accurate, and committed to becoming exceptional, this role is designed for you.
Success in This Role Means:
Clients feel informed, confident, and supported in their tax plans
Tax returns, reviews, and projects are completed accurately and on time
You identify savings opportunities early and proactively
You elevate internal processes, systems, and team collaboration
You break down complex concepts into clear, simple explanations
You grow month over month in both technical tax skills and client advisory
Core Values:
Key Responsibilities:
Prepare and review individual, partnership, S-corp, and small business returns
Support the Senior Tax Manager on planning engagements and mid-year reviews
Identify tax savings opportunities and document findings clearly
Assist with IRS notices, research, and client-facing communication
Collaborate with internal bookkeeping and compliance teams
Participate in client meetings to explain findings and planning discussions
Stay up to date on tax law changes relevant to small businesses and real estate
Provide feedback to improve internal systems, workflows, and documentation
Requirements
2–4+ years of heavy tax preparation experience in public accounting or industry experience
Strong foundation in preparing and reviewing individual and business returns
Interest in growing into deeper tax strategy, planning, and advisory
Excellent communication skills and confidence explaining tax concepts
Ability to support IRS notices, research, and client inquiries
Growth mindset with excitement to learn, adapt, and improve processes
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