Senior Tax Accountant

TechNexus Solutions; Waverly (IA); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Life insurance

Retirement plan

Ownership path

Job summary

TechNexus Solutions in Waverly, IA seeks a seasoned Senior Tax Accountant to lead tax planning and the preparation of complex Federal/State returns for individuals and business entities. The ideal candidate has 5+ years in public accounting and CPA/EA preference, with a willingness to commute to the Waverly office.

The role emphasizes compliance, advisory services, and mentorship of junior staff, with a clear path toward ownership in a growing regional practice.

Qualifications

• 5+ years of progressive experience in public accounting, focusing on complex taxation.
• CPA or EA is highly preferred.
• Must reside in or be willing to commute to Waverly, IA.
• Experience with tax software such as UltraTax or CCH.

Responsibilities

• Lead preparation and review of complex federal and state returns for individuals and entities.
• Ensure compliance with IRS and Iowa tax laws; monitor changing legislation.
• Provide proactive tax planning and client advisory for diverse client base.
• Conduct technical tax research to support strategies.
• Mentor junior staff and contribute to professional development.
• Support firm growth and client retention through high-quality service.

Skills

5+ years exp

Tax planning

Client advisory

Mentorship

Public accounting

Education

CPA

EA

Tools

UltraTax

CCH

Job description

Senior Tax Accountant. Waverly IA. Hybrid. Our company is a progressive and storied public accounting firm that has served Northeast Iowa since 1943. Founded by a former auditor for the Iowa State Auditor's Office, we have grown into a multi-office firm providing high-quality auditing, management, and tax solutions. We pride ourselves on offering comprehensive financial strategies that go beyond the tax return to help our clients achieve long-term personal and professional success.

About the Position

We are seeking a seasoned Senior Tax Accountant to join our Waverly, Iowa team. This is a high-impact role requiring at least 5 years of experience in complex taxation. You will provide sophisticated tax planning and preparation for a diverse client base, including corporations, partnerships, and individuals. This position is designed for a professional looking for a stable, long-term home with a clear path toward firm ownership.

Key Responsibilities

• Tax Preparation & Planning: Lead the preparation and review of complex federal and state tax returns for individuals, C-Corps, S-Corps, and Partnerships.
• Compliance Oversight: Ensure all filings adhere to current IRS and Iowa state tax laws; stay abreast of changing tax legislation to provide proactive advice to clients.
• Client Advisory: Act as a trusted advisor, offering comprehensive financial solutions tailored to the specific personal and professional circumstances of our clients.
• Technical Research: Conduct in-depth research on complex tax issues to support client strategies and resolve IRS or state-level inquiries.
• Mentorship: Provide guidance and technical review for junior accounting staff to ensure accuracy and professional development within the firm.
• Business Growth: Support the firm’s commitment to high-quality service, contributing to client retention and the pursuit of new financial solutions.

Required Qualifications

• Experience: 5+ years of progressive experience in public accounting, specifically within corporate, partnership, and individual taxation.
• Certification: CPA (Certified Public Accountant) or EA (Enrolled Agent) is highly preferred.
• Local Presence: Must be a local candidate residing in or willing to commute to Waverly, IA (Relocation assistance is not provided).
• Software Proficiency: Experience with standard tax preparation and accounting software (e.g., UltraTax, CCH, or similar).
• Logistics: Ability to work in the Waverly office at least 3 days per week.

Preferred Qualifications

• Career Ambition: Desire to pursue firm ownership opportunities within a growing regional practice.
• Northeast Iowa Market Knowledge: Familiarity with the unique financial needs of businesses and individuals along the US 20 corridor.

Benefits & Perks

• Healthcare: Medical, dental, and vision insurance (Company contributes $425.00/month toward employee medical benefits).
• Life & Family: Company-paid life insurance; comprehensive maternity and fraternity leave policies.
• Retirement: Firm-sponsored retirement planning options.
• Career Path: Explicit opportunity for Firm Ownership for high-performing senior professionals.