Tax Senior
Tax Senior
Position Overview
We are seeking an experienced Tax Senior to lead preparation and review of federal and state tax returns for individuals, partnerships and corporations. The Tax Senior will manage a portfolio that includes high-net-worth individuals (HNWI) and business clients, ensure compliance and accurate tax filings, provide tax planning and research, and supervise junior staff. This role requires strong technical knowledge, client-facing skills, and proficiency with tax software and bookkeeping tools.
Key Responsibilities
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Prepare and review individual and fiduciary tax returns (Form 1040 and related schedules) for high-net-worth individuals (HNWI).
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Prepare and review partnership and corporate tax returns, including Form 1065, Form 1120, Form 1120-S and nonprofit Form 990.
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Manage end-to-end tax engagement workflow: client intake, data gathering, tax preparation, review, filing, and post-filing support.
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Perform tax research and technical analysis to resolve complex tax issues and apply appropriate positions for federal and state returns.
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Provide tax planning and advisory services to HNWI and business clients, including entity selection, compensation strategies, and year-end planning.
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Use tax software and bookkeeping tools (Lacerte / lacert, QuickBooks) to prepare returns and manage client records; ensure accurate data flow between systems.
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Supervise, train and mentor junior staff and tax preparers; review their work, provide feedback, and assign tasks to meet deadlines.
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Coordinate with clients, CPAs, EAs, and external advisors; communicate findings, tax impacts, and required documentation clearly and professionally.
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Maintain quality control, ensure compliance with professional and regulatory standards, and meet firm productivity and billing goals.
Qualifications
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Bachelors degree in Accounting, Finance or related field; Masters degree in Taxation or Accounting a plus.
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Active CPA license or Enrolled Agent (EA) preferred; progress toward CPA or EA credentials strongly preferred.
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Minimum 46 years of public accounting tax experience with proven experience preparing and reviewing 1040, 1065, 1120/1120-S and 990 returns.
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Demonstrated experience working with high-net-worth individuals (HNWI) and complex individual returns.
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Strong technical knowledge of federal and state tax laws, multi-state filings, and tax planning for individuals, partnerships and corporations.
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Proficiency with Lacerte (lacert), QuickBooks, and common tax research tools and practice management software.
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Prior experience as a Tax Senior or senior tax preparer with responsibilities for prepare and review workflows and mentoring staff.
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Excellent written and verbal communication skills, with a client-service orientation and the ability to explain technical matters to non-technical clients.
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Highly organized, detail-oriented, able to manage multiple engagements and meet deadlines during peak seasons.
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High ethical standards, professional judgment, and a commitment to accuracy and compliance.
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/12/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at
[email protected] to make arrangements.
