Senior Tax Accountant

Distro; Philadelphia (Philadelphia County); On-site; USD 70,000 - 100,000; Full time

Job summary

Distro in Philadelphia, PA is seeking a skilled Senior Tax Accountant to handle complex individual tax returns (1040s) for a diverse client base. The role requires strong bilingual English/Spanish communication and CPA credentials or active licensure pursued.

You will prepare and review federal/state/local returns, consult with clients in both languages, provide year-round tax planning, research IRS issues, and serve as the primary contact for Spanish-speaking clients.

Qualifications

• CPA designation is highly preferred; active licensure pursued is acceptable.
• Bachelor’s degree in Accounting or Finance required.
• Professional fluency in English and Spanish (written and verbal) needed.
• 2+ years of tax preparation experience, with 1040s experience.
• Must be local to Philadelphia and able to work daily from the office.

Responsibilities

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

Skills

Bilingual English/Spanish

Tax preparation

Client consultations

Education

CPA preferred

Bachelor’s degree in Accounting or Finance

Tools

Tax software

MS Excel

Job description

Philadelphia, Pennsylvania Full-time Posted 3 months ago

Takes about 2 minutes

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.