Senior Tax Accountant / Bookkeeper
Full-Time | In Office
About the Role
We are seeking a detail-oriented and motivated Senior Tax Accountant to join our growing team. This role is ideal for an accounting professional with 1–3 years of experience who enjoys a mix of tax preparation, accounting, and bookkeeping responsibilities. The ideal candidate is someone who values automation over paperwork, efficiency over busywork, and is committed to delivering accurate, high-quality work while managing multiple priorities.
The ideal candidate is a detail-oriented and dependable accounting professional with strong tax and bookkeeping skills. They are organized, able to manage multiple deadlines, and committed to providing accurate work, client focused, and committed to accountability. They enjoy working collaboratively, communicate effectively, and seek opportunities to automate tasks, streamline workflows, and eliminate unnecessary work.
What You'll Do
Tax Responsibilities
· Prepare individual, business, partnership, and corporate tax returns
· Assist with tax planning and research for clients
· Assist clients with sales tax returns, as needed
· Communicate with clients to obtain financial information and answer accounting or tax-related questions
· Ensure compliance with federal, state, and local tax regulations
· Respond to IRS and state tax notices and assist clients with tax correspondence
· Prepare tax projections and year-end tax estimates
· Collaborate with team members to meet deadlines during tax season and throughout the year
Client Accounting & Financial Management
- Maintain accurate and timely books for multiple full-service clients
- Manage accounts payable and accounts receivable processes
- Categorize and review bank and credit card transactions
- Perform account reconciliations and investigate discrepancies
- Analyze financial statements and provide meaningful insights to clients
- Collaborate with internal teams on budgeting, forecasting, and financial reporting
- Support clients with financial information and accounting-related inquiries
Process Improvement & Technology
- Identify opportunities to automate recurring accounting tasks
- Develop, document, and improve accounting processes for clients
- Leverage AI and technology tools to increase efficiency and accuracy
- Improve reporting workflows and financial visibility for clients
- Help establish and maintain firm-wide accounting best practices
- Ensure compliance with accounting principles, standards, and applicable regulations
What We're Looking For
Required Qualifications
- Bachelor's degree in Accounting, Finance, or a related field
- 1-3 years of experience in public accounting or tax preparation
- Knowledge of individual and business tax returns
- Experience with bookkeeping and financial statement preparation.
- Excellent communication and interpersonal skills
- Exceptional attention to detail and strong analytical abilities
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Comfort learning and utilizing new technologies, software platforms, and AI tools
Preferred Qualifications
- CPA certification or CPA candidate
- Experience with QuickBooks online
- Experience managing multiple clients in a public accounting, CAAS (Client Accounting & Advisory Services), or outsourced accounting environment
- Experience implementing accounting systems, workflows, or automation tools
Success Traits
The ideal candidate:
- Thinks like a problem solver
- Loves finding ways to eliminate manual work
- Embraces accountability and ownership
- Enjoys working directly with clients and building trusted relationships
- Is naturally organized and process-oriented
- Stays curious about emerging technologies and AI-driven solutions
- Consistently looks for ways to improve efficiency, accuracy, and client outcomes
Why Join Us?
We're building a modern accounting firm designed for the future. Our team leverages technology, automation, and AI to deliver exceptional service while eliminating unnecessary work. If you're excited about helping businesses succeed, improving systems, and redefining what accounting can be, we'd love to meet you.
Ready to help shape the future of accounting? Apply today.
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
