Senior Tax Accountant

UHY-US; Wayland (MA); On-site; USD 105,000 - 136,000; Full time

Benefits offered by this job

Group health insurance

Dental and vision coverage

401(k) retirement plans

Generous paid time off (PTO)

Job summary

UHY-US is seeking a Tax Senior Accountant in Wayland, Massachusetts, responsible for managing tax returns and client relationships. This role involves directing tax engagements, performing tax research, and ensuring compliance with regulations.

Ideal candidates will possess a Bachelor’s degree in accounting and have 3 to 6 years of experience. The position offers a supportive work environment, competitive compensation, and comprehensive benefits, including health insurance and retirement plans.

Qualifications

• 3 – 6 years of relevant experience in tax accounting.
• Experience in a professional service environment like CPA firms.
• Active pursuit of CPA or Enrolled Agent licensure preferred.

Responsibilities

• Lead and manage a portfolio of tax engagements.
• Conduct tax research and develop proactive strategies.
• Oversee preparation of tax returns for accuracy and compliance.
• Supervise and mentor tax staff, ensuring quality work.

Skills

Tax preparation

Client communication

Tax research and analysis

Team collaboration

Education

Bachelor’s degree in accounting, finance, or a related field

Tools

CCH Prosystem FX

Axcess Tax

Thomson Reuters Fixed Assets CS

Job description

As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.

JOB DESCRIPTION

Tax Preparation

• Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)
• Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships
• Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives

Research and Analysis

• Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes
• Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions

Client Communication

• Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
• Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications

Compliance and Documentation

• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
• Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
• Participate in internal training sessions to enhance your technical skills and stay updated on industry trends

Process Improvement and Innovation

• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services

Supervisory responsibilities

• May supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions
• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift to 15 pounds at a time
• Travel may be frequent and unpredictable, depending on client’s needs

Required education and experience

• Bachelor’s degree in accounting, finance, or a related field
• 3 – 6 years of relevant experience
• Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Preferred education and experience

• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
• Responsible for completing the minimum CPE credit requirement

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

For job postings in our Massachusetts locations, we are required by law to include a good faith salary range for every job, promotion and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $105,000 to $136,000.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.