Senior Tax Accountant

Jobtailor; Marietta (GA); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a senior tax professional in Marietta, GA to prepare and review complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates. You will provide advanced tax planning, research, and strategic consulting to optimize client tax positions and ensure compliance with all filing requirements.

You will mentor junior staff, respond to client inquiries, and collaborate across accounting, advisory, payroll, and operations

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; Master's preferred.
• 5+ years' experience preparing individual tax returns; business returns a plus.
• CPA or Enrolled Agent is a strong plus; pursuing licensure encouraged.
• Experience in full-cycle accounting or bookkeeping is advantageous.
• Strong knowledge of federal/state tax laws with international exposure a plus.
• Proficiency with QuickBooks and UltraTax or similar tax software.
• Sharp analytical, organizational, and problem-solving abilities with attention to detail.

Responsibilities

• Prepare and review complex federal and state tax returns for individuals, partnerships, corporations, trusts, and estates.
• Provide advanced tax planning, research, and strategic consulting for clients.
• Conduct paid tax consultations explaining positions, planning opportunities, and compliance.
• Ensure compliance with all tax laws including estimated payments and filings.
• Respond to inquiries from authorities; support IRS/state examinations with documentation.
• Mentor junior staff and review their tax returns for accuracy.
• Research complex tax issues and monitor regulatory changes.
• Maintain organized client tax files and workpapers using tax software.
• Collaborate with accounting, advisory, payroll, or operations teams as needed.
• Identify workflow improvements and contribute to efficiency gains.
• Contribute to a positive team environment with high client service quality.

Skills

Tax Return Preparation

Advanced Tax Planning

Tax Research

Client Service

Mentorship

Communication

Multistate Returns

Documentation Management

Process Improvement

Analytical Skills

Education

Bachelor's degree in Accounting/Finance

Master's degree (plus)

Tools

QuickBooks

UltraTax

Tax Software

Job description

• Prepare and review complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates, including multi-state returns
• Provide advanced tax planning, research, and strategic consulting to help clients optimize their tax positions
• Conduct paid tax consultations with clients, explaining tax positions, planning opportunities, and compliance requirements
• Ensure full compliance with US federal, state, and local tax laws, including timely filings, estimated payments, extensions, and quarterly projections
• Respond to client inquiries and notices from taxing authorities; support IRS, state, and local examinations by gathering documentation and preparing responses
• Review tax returns prepared by junior staff and provide technical guidance, feedback, and mentorship
• Research complex tax issues, monitor regulatory changes, and apply updated regulations appropriately to client situations
• Maintain accurate, organized client tax files, documentation, and workpapers using tax and accounting software
• Collaborate cross-functionally to support accounting, advisory, payroll, or operations teams during off-peak periods or as business needs arise
• Identify opportunities to improve tax preparation workflows and contribute to process and efficiency improvements
• Contribute to a positive, collaborative team environment while delivering high-quality client service

Requirements

• Bachelor's degree in Accounting, Finance, or a related field; a Master's degree is a plus
• 5+ years of recent and extensive experience preparing individual tax returns and forms is a must; business return experience is a strong plus
• CPA license or Enrolled Agent (EA) credential is a big plus; candidates actively pursuing their CPA license with a clear plan toward licensure are also encouraged to apply
• Previous experience in full-cycle accounting or bookkeeping is a strong plus
• Comprehensive knowledge of federal and state income tax laws; international tax exposure is a big plus
• Proficiency with QuickBooks and tax software such as UltraTax (or similar)
• Strong analytical, organizational, and problem-solving skills with meticulous attention to detail
• Ability to manage multiple projects and deadlines simultaneously
• Strong written and verbal communication skills
• Dependable, self-driven, and able to work independently and stay on task
• Positive, team-oriented personality with the ability to mentor junior staff
• High perseverance and end-result-oriented work habits
• Fast learner with the ability to master new concepts and regulations quickly

Core Competencies

Demonstrates expertise in preparing and reviewing complex federal and state tax returns, providing advanced tax planning and compliance consulting. Proficient in managing client inquiries and mentoring junior staff while ensuring adherence to tax laws and regulations.

Highest-signal resume keywords

• CPA License
• Tax Return Preparation
• Federal And State Tax Laws
• QuickBooks Proficiency
• Analytical And Problem-Solving Skills

Hard Skills

• Tax Return Preparation
• Advanced Tax Planning
• Federal And State Tax Laws
• Multi-State Returns
• Tax Research
• Compliance Requirements
• Full-Cycle Accounting
• Bookkeeping
• Documentation Management
• Process Improvement

Soft Skills

• Strong Communication Skills
• Organizational Skills
• Team Collaboration
• Mentorship
• Dependability

Certifications & Qualifications

• CPA License
• Enrolled Agent (EA) Credential

Industry Keywords

• Tax Compliance
• IRS Examinations
• Client Service
• Regulatory Changes
• Tax Consultation

Tools & Technologies

• QuickBooks
• UltraTax
• Tax Software