Our client is seeking an experienced Sr. Tax Accountant to join their well-established, and growing team in Moon Township, PA.
The team brings more than 100 years of combined tax and accounting experience and serves individuals, entrepreneurs, small and mid-sized businesses, nonprofit organizations, and clients with more complex tax needs.
This position is ideal for a tax professional who enjoys working directly with clients, solving problems, preparing high-quality tax returns, and providing proactive tax planning and accounting advice. Furthermore, it offers the opportunity to build a meaningful book of client relationships and become an integral part of a growing, relationship-driven accounting firm.
What you will do:
Tax Preparation & Compliance
- Prepare and review federal, state, and local income tax returns for individuals and businesses.
- Prepare tax returns for S corporations, partnerships, C corporations, trusts, estates, and nonprofit organizations.
- Research and resolve complex tax issues and compliance questions.
- Review tax returns for accuracy, completeness, and compliance with applicable tax laws and regulations.
- Assist with multi-state tax filings and other state and local tax matters.
- Respond to IRS and state tax notices and assist with tax controversy and resolution matters.
- Develop proactive tax planning strategies for individual and business clients.
- Identify tax-saving opportunities and communicate recommendations clearly to clients.
- Work with business owners on the tax implications of business decisions, acquisitions, growth, ownership changes, and other significant transactions.
- Assist clients with estimated taxes, entity structure, retirement planning considerations, and other tax-related decisions.
- Stay current on federal and state tax law changes and communicate relevant developments to clients and the internal team.
- Assist clients with accounting, bookkeeping, and financial reporting needs.
- Prepare and/or review financial statements and supporting schedules.
- Assist business owners with accounting systems, including QuickBooks.
- Analyze financial information to identify trends, opportunities, and potential issues.
- Provide accounting and business consulting services as appropriate.
Client Relationship Management
- Develop trusted, long-term relationships with clients.
- Serve as a knowledgeable and responsive point of contact for assigned clients.
- Meet with clients to understand their financial and business objectives.
- Explain tax and accounting concepts in straightforward, understandable terms.
- Anticipate client needs and proactively identify opportunities to provide additional value.
- Collaborate with other members of the Imperial Tax team to deliver a consistent, high-quality client experience.
Basic Qualifications
- Active CPA license.
- Bachelor's degree in accounting, Finance, or a related field.
- Minimum of 7+ years of public accounting experience, preferably with a strong tax focus.
- Strong knowledge of individual and business taxation.
- Experience preparing and reviewing complex individual and business tax returns.
- Experience with S corporations, partnerships, and closely held businesses, and multi-state taxation.
- Experience with QuickBooks and accounting software.