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Senior Tax Accountant

TriSource

US · Hybrid Full-time Senior 1mo ago

About the role

About

The Senior Tax Accountant role is open due to an internal promotion, creating a gap at the senior level. The firm is seeking a senior tax professional with strong technical expertise in tax compliance, planning, and consulting to support a growing client portfolio.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts. • Advise clients on tax-efficient strategies and planning to minimize tax liabilities. • Identify tax-saving opportunities while maintaining compliance. • Collaborate with managers and partners to address complex tax issues. • Mentor interns and review their work for accuracy and quality. • Stay current on tax regulations and trends. • Conduct client communication primarily via phone, Teams, and email; some face-to-face interaction.

Education and Experience

• Bachelor's degree in Accounting, Finance, or a related field • CPA license or other relevant professional certification preferred • 4+ years of tax experience, with a focus on compliance, planning, and consulting within a public accounting firm

Qualifications

• ERP/Software: Thomson Reuters, trust/Truss, UltraTax, CCH Engagement • Excel Knowledge: Advanced • Other Skills: Strong review ability, client communication, mentoring

Other Important Details

• Remote flexibility: Hybrid after first 3 months • Typical hours: 9:30-4 core, variable by season • Parking Information: Yes

Skills

CCH EngagementExcelThomson ReutersUltraTax

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