Senior Tax Specialist

Job Summary

To support a growing advisory-focused tax practice, the full-time Senior Tax Specialist will independently manage a client portfolio, prepare and review complex individual and business tax returns, and ensure timely and accurate filing in a fully remote environment.

Key responsibilities

• Independently prepare individual 1040 returns and business returns for small business owners and high-net-worth individuals, including multi-entity and multi-state filings
• Manage assigned client files from document collection through e-filing, ensuring accuracy and completeness before final review
• Identify potential tax planning opportunities and communicate directly with clients regarding document requests and return status

Required qualifications

• 4+ years of public accounting tax experience with strong independent preparation across 1040s, S-Corps, Partnerships, and Corporate returns
• Experience with multi-state filings and reviewing work for technical issues before final review
• Proficiency in ProConnect Tax or similar professional tax platforms
• Strong client communication skills and the ability to manage a portfolio of clients with minimal supervision
• Preferred: EA or CPA certification with experience in high-net-worth individual returns and complex multi-entity structures