Senior Tax Accountant

ATLAS BUSINESS ADVISORS; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Atlas Business Advisors in Boston seeks a Senior Tax Accountant to manage tax preparation and compliance for a portfolio of small business clients, handling federal, state, and local filings. The role emphasizes accurate returns, tax planning opportunities, and adherence to current regulations.

You will collaborate with the advisory team, mentor junior staff, maintain organized workpapers, and participate in client meetings as a senior technical resource to drive value for clients.

Qualifications

• Experience handling complex individual and business tax returns.
• Strong analytical and problem-solving abilities.
• Ability to explain tax concepts clearly to clients.
• Experience in public accounting or advisory environments with small business clients.

Responsibilities

• Manage tax preparation and tax compliance for a portfolio of small business clients (federal, state, local).
• Review financial statements and identify tax planning opportunities.
• Mentor junior team members and maintain organized workpapers and documentation.

Skills

Tax

Tax compliance

Tax preparation

Accounting

Financial statements

Communication

Education

CPA license or eligibility

Advanced degree in Accounting/Taxation

Tools

CPA software

Excel

Cloud-based accounting tools

Job description

Company Description

Atlas Business Advisors provides accounting, bookkeeping, tax planning, CFO, and CPA services to founders, entrepreneurs, and small business owners. The firm acts as a trusted financial partner focused on minimizing tax liabilities, improving cash flow, and boosting profitability. By emphasizing compliant and data-driven financial decisions, Atlas Business Advisors helps clients build stronger, more sustainable businesses. Team members work closely with growing companies that value proactive guidance and high-quality professional expertise.

Role Description

The Senior Tax Accountant is a full-time role . This role is responsible for managing tax preparation and tax compliance activities for a portfolio of small business clients, including federal, state, and local filings. Day-to-day tasks include reviewing and preparing individual and business tax returns, analyzing financial statements, identifying tax planning opportunities, and ensuring adherence to current tax regulations and standards. The Senior Tax Accountant will collaborate with the broader advisory team, provide clear explanations of tax positions to clients, assist with tax projections and estimates, and support process improvements within the tax function. This role also involves mentoring junior team members, maintaining organized workpapers and documentation, and participating in client meetings as a senior technical resource.

Qualifications

• Candidates should possess strong skills in Tax, Tax Compliance, and Tax Preparation, with experience handling complex individual and business returns.


• Candidates should possess skills in Accounting and Financial Statements, including the ability to interpret and analyze financial data for tax and advisory purposes.


• Certified Public Accountant (CPA) license or eligibility is strongly preferred; an advanced degree in Accounting, Taxation, or a related field is a plus.


• Several years of progressive tax experience in public accounting or a similar advisory environment, with small business client exposure.


• Proficiency with tax and accounting software, strong Excel skills, and comfort working with cloud-based tools.


• Excellent analytical, problem-solving, and organizational abilities, with strong attention to detail and deadlines.


• Clear, professional communication skills and the ability to explain complex tax concepts in accessible terms to clients.


• Demonstrated ability to work collaboratively in an on-site team setting, while managing multiple engagements and priorities.