Senior Tax Accountant - Financial Solutions

BELAY, Inc.; Northern (KY); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

401(k) with employer match

Paid Time Off

Paid Holidays

Disability Insurance

Job summary

BELAY, Inc. is seeking an experienced Senior Tax Accountant to support the BELAY Financial - Tax department. You will prepare and review complex returns, perform proactive tax planning, and mentor junior staff while building strong client relationships.

This remote, full-time exempt role offers balanced workload with opportunities to advise clients year-round and stay current on tax law changes, while collaborating with the Tax Manager and Director.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3-6 years of progressive tax accounting experience.
• Experience preparing and reviewing individual, partnership, and corporate tax returns.
• Experience with tax planning, projections, and tax research.
• Strong working knowledge of federal and state tax laws, financial statements, and accounting principles.
• Experience managing multiple client engagements or priorities within established deadlines.
• Proficiency with tax preparation software, QuickBooks Online, Microsoft Excel, and workflow management tools.

Responsibilities

• Prepare and review complex individual, partnership, and corporate tax returns.
• Conduct tax planning and projections for individuals and businesses year-round.
• Research federal and state tax matters and respond to IRS/state inquiries.
• Provide mentorship and technical guidance to staff accountants.
• Manage multiple client engagements and deadlines with accuracy.
• Stay current on changes to federal and state tax laws and communicate updates to clients and team members.

Skills

Tax preparation

Tax review

Tax planning

Client relationships

Time management

Tax research

Mentoring

Communication

Education

Bachelor’s degree in Accounting or Finance

CPA license

Tools

QuickBooks Online

Microsoft Excel

Workflow tools

Thomson Reuters UltraTax

Job description

Job Title: Senior Tax Accountant - Financial Solutions

Department: BELAY Financial - Tax

Reports to: Tax Manager - Financial Solutions

Classification: Full-Time/Exempt

Work Location: Remote (US)

Travel Requirement: Occasional travel is required, including attendance at BELAY's annual company Summit and other business meetings as needed.

Job purpose

The Senior Tax Accountant plays a key role in delivering high-quality tax services and building strong client relationships. This role combines hands-on tax preparation with technical review, proactive tax planning, and mentorship of team members. The Senior Tax Accountant serves as a trusted advisor to clients, providing accurate, compliant, and thoughtful tax guidance that supports their financial and business goals throughout the year.

While tax season brings periods of increased workload, this role offers a more balanced alternative to the traditional public accounting environment, with an emphasis on sustainable workloads and work-life balance throughout the year.

Essential Functions

As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values while fostering a collaborative and positive team environment.

Client Service & Tax Advisory

• Serve as a primary point of contact for assigned clients, providing timely and responsive tax support
• Prepare and review complex individual, partnership, and corporate tax returns
• Conduct tax planning and projections for individuals and businesses throughout the year
• Research and resolve federal and state tax matters, including correspondence with the IRS and state agencies
• Identify tax-saving opportunities and provide proactive recommendations based on client needs
• Build and maintain strong relationships with clients and internal partners

Technical Expertise & Quality

• Review tax returns and supporting workpapers prepared by team members to ensure accuracy, completeness, and compliance
• Research complex tax matters and provide technical guidance as needed
• Support Tax Managers and the Director with technical research, client matters, and special projects
• Stay current on changes to federal and state tax laws and communicate relevant updates to clients and team members
• Maintain consistent quality standards across tax preparation and review activities

Team Support & Mentorship

• Provide guidance, coaching, and technical feedback to staff accountants
• Assist with training team members on tax, technical, and procedural topics
• Share best practices and resources to support consistency and knowledge across the team
• Identify opportunities to improve team efficiency, processes, and quality

Workflow & Process Management

• Manage multiple client engagements and deadlines simultaneously
• Maintain accurate time tracking, workflow updates, and documentation within firm systems
• Coordinate priorities and communicate proactively when deadlines, client needs, or risks arise
• Identify opportunities to improve internal processes and leverage technology to increase efficiency

Minimum Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• 3-6 years of progressive tax accounting experience
• Experience preparing and reviewing individual, partnership, and corporate tax returns
• Experience with tax planning, projections, and tax research
• Strong working knowledge of federal and state tax laws, financial statements, and accounting principles
• Experience managing multiple client engagements or priorities within established deadlines
• Proficiency with tax preparation software, QuickBooks Online, Microsoft Excel, and workflow management tools

Preferred Qualifications

Certified Public Accountant (CPA) license or Enrolled Agent (EA) designation

• Public accounting, outsourced accounting, or other client-service experience
• Experience supporting small and mid-sized businesses or startups
• Experience with Thomson Reuters UltraTax
• Advanced proficiency with QuickBooks Online

Skills & Competencies

• Strong tax preparation, review, and planning skills
• Knowledge of federal and state tax laws and accounting principles
• Strong analytical, research, and problem-solving skills
• Client relationship management and consultative communication
• Ability to explain tax concepts and recommendations clearly to clients and team members
• Strong attention to detail, organization, and time management
• Ability to manage multiple client engagements and competing deadlines
• Ability to provide constructive feedback and technical guidance to team members
• Strong collaboration and interpersonal skills
• Proficiency with tax, accounting, spreadsheet, and workflow management technology

Working Conditions

BELAY is a remote-first organization. This role requires a dedicated home office, regular use of virtual collaboration tools, and a work schedule that aligns with business needs and BELAY's core collaboration hours. Occasional travel or flexibility outside standard business hours may be required based on the role.

Physical Requirements

• Prolonged periods of sitting and computer use.
• Frequent participation in virtual meetings.
• Ability to communicate effectively through video conferencing, email, and phone.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Direct Reports

None

Disclaimer

This job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Responsibilities may change from time to time based on business needs, and team members may be assigned additional duties as needed.

Equal Employment Opportunity

BELAY is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law.

Legal Disclosures

Pay Range: $75,000–$85,000 annually, based on experience and qualifications.

Starting Pay Range: Starting pay is determined within the full base pay range above, based on experience and qualifications.

Other Types of Pay: None.

Health Insurance: Medical, dental, vision, life, and disability insurance are available to eligible employees. BELAY covers 70% of employee premiums and 65% of dependent premiums for medical, and 70% of employee premiums for dental and vision. Company-paid life insurance ($15,000 coverage) and short-term/long-term disability coverage (STD: 60% of weekly earnings up to $1,500; LTD: 60% of monthly earnings up to $10,000) are provided at no cost to full-time employees.

Retirement Benefits: 401(k) plan through Vanguard, with a 4% discretionary employer match. Employees are eligible after 90 days of employment.

Paid Time Off: Full-time (40 hr/week) employees receive 15 days of PTO annually; full-time (30 hr/week) employees receive 12 days. Additional PTO is awarded at 3- and 5-year tenure milestones.

Paid Holidays: 12 paid holidays annually (New Year’s Day, Martin Luther King Jr. Day, President’s Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day After Thanksgiving, Christmas Eve, Christmas Day, and one floating holiday of the employee’s choosing).

Paid Sick Leave: Full-time employees’ PTO accrual generally satisfies state and local paid sick leave requirements in the states where BELAY hires. BELAY follows all state specific requirements.

EEO Statement

BELAY is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law.

Location Requirements

This role is remote within the U.S. However, due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: California, New York, Illinois, Oregon.