Senior Tax Accountant

Learning Consultant; Merrillville (IN); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Life insurance

401(k) plan

CPD credits

PTO & holidays

Hybrid-work flexibility

Job summary

CPA Firm in Indiana seeks a Senior Tax Accountant to lead tax and accounting engagements for privately held businesses, nonprofits, and individuals. You will prepare returns, perform complex research, and mentor junior staff while maintaining strong client relationships.

Ideal candidates have 5+ years of tax experience, CPA/EA credentials preferred, and strong knowledge of federal/state regulations. Hybrid work options may apply, with onsite collaboration and ongoing professional development.

Qualifications

• Bachelor’s degree in Accounting or related field.
• At least five years of current tax experience in public accounting.
• Experience preparing and reviewing individual, corporate, and partnership tax returns.
• Strong knowledge of federal and state income-tax regulations.
• Experience conducting tax research and documenting technical conclusions.
• Ability to independently manage multiple engagements and meet deadlines.

Responsibilities

• Prepare and review federal and state income tax returns for individuals, corporations, S corporations, and partnerships.
• Lead tax and accounting engagements for privately held businesses and nonprofit organizations.
• Conduct complex federal and state tax research.
• Prepare written summaries, recommendations, and supporting documentation for clients and firm leadership.
• Monitor changes in federal, state, and local tax laws and evaluate their impact on clients.
• Provide year-end tax planning services for individuals and businesses.
• Develop and maintain trusted professional relationships with clients.
• Serve as a primary point of contact for assigned client engagements.
• Review annual trial balances, account reconciliations, and year-end journal entries.
• Identify tax-planning opportunities, compliance concerns, and potential financial risks.
• Manage multiple engagements, priorities, and deadlines.
• Assist with training, mentoring, and developing junior accounting staff.
• Collaborate with partners, managers, and other team members to ensure accurate and timely client deliverables.

Skills

Tax preparation

Tax research

Client service

Analytical thinking

Time management

Written & verbal communication

Leadership/mentoring

Education

Bachelor’s degree in Accounting

Tools

QuickBooks

CCH tax software

Job description

Work Arrangement: Onsite, with potential hybrid flexibility

Senior Tax Accountant

A well-established, full-service CPA firm is seeking an experienced Senior Tax Accountant to lead tax and accounting engagements for privately held businesses, nonprofit organizations, and individual clients.

This position is ideal for a motivated, detail-oriented tax professional who enjoys managing complex engagements, developing strong client relationships, and supporting the professional growth of junior staff.

Key Responsibilities

• Prepare and review federal and state income tax returns for individuals, corporations, S corporations, and partnerships.
• Lead tax and accounting engagements for privately held businesses and nonprofit organizations.
• Conduct complex federal and state tax research.
• Prepare written summaries, recommendations, and supporting documentation for clients and firm leadership.
• Monitor changes in federal, state, and local tax laws and evaluate their impact on clients.
• Provide year-end tax planning services for individuals and businesses.
• Develop and maintain trusted professional relationships with clients.
• Serve as a primary point of contact for assigned client engagements.
• Review annual trial balances, account reconciliations, and year-end journal entries.
• Identify tax-planning opportunities, compliance concerns, and potential financial risks.
• Manage multiple engagements, priorities, and deadlines.
• Assist with training, mentoring, and developing junior accounting staff.
• Collaborate with partners, managers, and other team members to ensure accurate and timely client deliverables.

Required Qualifications

• Bachelor’s degree in Accounting or a related field.
• At least five years of current tax experience within a public accounting firm.
• Experience preparing and reviewing individual, corporate, and partnership tax returns.
• Strong knowledge of federal and state income-tax regulations.
• Experience conducting tax research and documenting technical conclusions.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written, verbal, presentation, and client-service skills.
• Ability to independently manage multiple engagements and meet deadlines.
• Proficiency with accounting and tax-preparation software.
• Ability to build professional relationships with clients, colleagues, and firm leadership.

Preferred Qualifications

• Six to ten years of public accounting tax experience.
• Active Certified Public Accountant or Enrolled Agent credential.
• Experience with multistate and multi-entity tax matters.
• Experience working with privately held businesses and nonprofit organizations.
• QuickBooks proficiency.
• Experience using CCH tax software.
• Previous experience reviewing staff work or supporting staff development.

Compensation And Benefits

The anticipated salary range is $75,000-$100,000 annually, based on experience, qualifications, and credentials.

The organization offers a comprehensive benefits package that may include:

• Medical and life insurance.
• 401(k) retirement plan.
• Paid continuing professional education credits.
• Paid time off and holidays.
• Professional-development opportunities.
• Community-involvement opportunities.
• Potential hybrid-work flexibility.
• A collaborative environment that encourages initiative and innovation.

Skills: public accounting,accounting,quickbooks,cpa