Senior Tax Accountant

Distro; Coatesville (Chester County); On-site; USD 75,000 - 105,000; Full time

Job summary

Distro in Philadelphia seeks a Senior Tax Accountant to manage complex individual tax returns (1040) with a focus on accuracy and client service. The role requires fluent English and Spanish, CPA designation or active licensure, and the ability to consult with clients in both languages.

You will prepare and review federal, state, and local returns, advise on tax planning, and ensure compliance with IRS rules while working daily at our office.

Qualifications

• CPA designation is highly preferred; candidate must possess a Bachelor's degree in Accounting or Finance.
• Professional fluency in both English and Spanish (written and verbal) is required.
• 2+ years of dedicated tax preparation experience, with heavy proficiency in 1040s.
• Must be local to Philadelphia and able to work daily out of our physical office.
• Proficiency with standard professional tax software and MS Excel.

Responsibilities

• Prepare and review federal, state, and local individual tax returns (1040s), including schedule C/D/E filings.
• Conduct tax consultations and client interviews fluently in English and Spanish to gather financial data.
• Provide proactive tax planning, strategies, and year-round advisory services to individuals and small business owners.
• Research complex tax issues and ensure compliance with IRS regulations.
• Serve as primary contact for Spanish-speaking clients, translating terms into clear advice.

Skills

Bilingual English/Spanish

Client consultations

MS Excel

Education

Bachelor's degree in Accounting or Finance

CPA licensure or active pursuit

Tools

Tax software

MS Excel

Job description

We are seeking a skilled, detail-oriented, and bilingual (English/Spanish) Senior Tax Accountant to join our team in Philadelphia. In this role, you will be a key player in handling complex tax preparation, with a heavy focus on individual income tax returns (Form 1040s) for our diverse clientele. The ideal candidate will be a certified CPA (or actively pursuing licensure) who can confidently consult with clients in both languages, ensuring accuracy, compliance, and an exceptional customer experience.

Essential Duties and Responsibilities

• Prepare and review federal, state, and local individual tax returns (Form 1040s), including schedule C, D, and E filings.
• Conduct tax consultations and client interviews fluently in both English and Spanish to gather financial data and understand their unique tax situations.
• Provide proactive tax planning, strategies, and year-round advisory services to individuals and small business owners.
• Research complex tax issues, interpret tax laws, and ensure strict compliance with IRS regulations.
• Act as a primary point of contact for Spanish-speaking clients, translating complex financial terms into easily understood advice.

Qualifications

• Education & License: Certified Public Accountant (CPA) designation is highly preferred; candidate must possess a Bachelor's degree in Accounting or Finance.
• Language: Professional fluency in both English and Spanish (written and verbal) is required.
• Experience: 2+ years of dedicated tax preparation experience, with heavy proficiency in 1040s.
• Location: Must be local to Philadelphia and able to work daily out of our physical office.
• Proficiency with standard professional tax software and MS Excel.

$0 - $0 a year