Senior Tax Accountant

bgmgroup; Norwalk (CT); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Paid time off 18 days

8 paid holidays

Health insurance

401(k) with company contribution

Volunteer opportunities

Educational benefits

Flexible work options

Job summary

BGM is seeking an experienced Senior Tax Associate to join our growing tax team. You will work with a diverse client base on complex tax compliance, planning, and consulting while building strong relationships with clients and collaborating closely with Partners and other members of the BGM team.

This position will be performed in person or hybrid with some in office and some remote work, and candidates must be located within a commutable distance to Norwalk, CT.

Qualifications

• Bachelor's degree in Accounting or related field.
• 3–7 years of public accounting experience with emphasis on tax.
• Experience preparing and reviewing complex returns (corporations, partnerships, LLCs, individuals).
• CPA license or eligibility to sit for the CPA exam preferred.
• Experience with tax planning, projections, and tax research.
• Strong understanding of financial statements and accounting principles.
• Ability to research technical tax matters and develop practical solutions.
• Strong organizational and time-management skills.
• Excellent written and verbal communication with clients and team members.

Responsibilities

• Prepare and review complex federal and multi-state tax returns.
• Provide timely, accurate service while building client relationships.
• Identify tax planning opportunities and support client engagements.
• Research federal, state, and local tax matters and provide recommendations.
• Assist with tax planning, projections, extensions, and compliance requirements.
• Respond to IRS inquiries as needed.
• Stay current on tax laws and regulations and assess impact for clients.
• Develop tax return review skills and mentor junior team members.
• Support improvements to internal tax processes and workpapers.
• Collaborate with Partners to deliver integrated client experiences.

Skills

Tax knowledge

Client communication

Time management

Tax research

Mentorship

Education

Bachelor's degree in Accounting or related field

Job description

About BGM

At BGM, we do more than solve problems — we anticipate needs, provide insight, and create opportunities. Our mission is to help entrepreneurs, business owners, organizations, and individuals achieve their goals and realize their passions.

We provide a wide range of advisory, audit, accounting, and tax services and work with clients across diverse industries, including agriculture, healthcare, cannabis, professional services, and more.

Position Overview

BGM is seeking an experienced Senior Tax Associate to join our growing tax team. In this role, you'll work with a diverse client base on complex tax compliance, planning, and consulting while building strong relationships with clients and collaborating closely with Partners and other members of the BGM team.

We're looking for someone who brings strong technical tax knowledge, enjoys solving problems, and is ready to continue developing their skills in review, client management, and team leadership. You'll have opportunities to take greater ownership of engagements, support and develop other team members, and continue advancing your career at BGM.

This position will be performed in person or hybrid with some in office and some remote work. Candidates must be located within a commutable distance to our office in Norwalk CT.

What You'll Do

• Prepare and review complex federal and multi-state business, fiduciary, and individual income tax returns
• Provide timely, accurate, and high-quality service while building strong relationships with clients
• Identify tax planning opportunities and additional ways BGM can support our clients
• Research federal, state, and local tax matters and provide recommendations based on your findings
• Assist clients with tax planning, projections, estimated payments, extensions, and other compliance requirements
• Respond to IRS and other taxing authority inquiries as needed
• Stay current on changes to tax laws and regulations and help determine their impact on clients
• Analyze financial statements and other client information to identify tax considerations and opportunities
• Develop your tax return review skills and provide guidance to less-experienced team members
• Assist with improving internal tax processes, procedures, and workpapers
• Collaborate with Partners and other BGM professionals to provide an integrated client experience
• Continue developing your technical and professional skills through training, continuing education, and industry involvement

What We're Looking For

• Bachelor's degree in Accounting or a related field
• 3–7 years of public accounting experience, with an emphasis on tax
• Experience preparing and/or reviewing complex business and individual income tax returns, including corporations, partnerships, LLCs, and individuals
• CPA license or eligibility to sit for the CPA exam preferred
• Experience with tax planning, projections, and tax research
• Strong understanding of financial statements and accounting principles
• Ability to research technical tax matters, identify issues, and develop practical solutions
• Strong organizational and time-management skills with the ability to manage competing priorities and deadlines
• Strong written and verbal communication skills with a client-service mindset
• Ability to build relationships and communicate effectively with clients and team members
• Experience providing guidance, training, or oversight to less-experienced team members
• Curious, proactive, and comfortable asking questions to ensure a clear understanding of expectations
• Adaptable and comfortable working in a fast-paced, evolving environment
• Willingness to travel to client locations occasionally, as needed

What You'll Love About Us

• Make an Impact. We value your individuality and give you opportunities to grow, contribute, and make a difference regardless of your position.
• Rest and Recharge. Enjoy 18 days of paid time off and 8 paid holidays.
• Health Benefits. Medical coverage with HSA and FSA options, plus dental and vision insurance.
• Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and legal and life insurance benefits.
• Give Back. Get paid to spend time giving back to the community — ask us about our volunteer opportunities!
• Educational Benefits. Whether you're studying for your CPA or currently enrolled in higher education, BGM may be able to help cover some of those expenses.
• Flexible Work Options. In-office, remote, and hybrid work arrangements are available depending on the position and location.

Our Commitment to an Inclusive Workplace

Not sure you check every box? We still encourage you to apply. At BGM, we value different experiences, backgrounds, and perspectives and believe they make our teams stronger.

BGM is proud to be an equal opportunity employer. We believe a strong culture and employee experience start with the people we hire and a workplace where everyone has the opportunity to thrive. It is our policy to provide equal employment opportunities without discrimination based on race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by applicable federal, state, or local law.