Senior Tax Accountant - Hybrid

KB Search Team, LLC; Fort Wayne (IN); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Hybrid schedule

Health, dental and vision insurance

401(k)

Paid time off

CPE support and license reimbursement

Job summary

Top Echelon Software, LLC in Fort Wayne, IN is seeking a Senior Tax Accountant for a hybrid role requiring three in-office days weekly. You will prepare complex tax returns for individuals and entities and perform first-level review of staff work.

The role leads engagements, coaches juniors, and develops team members, with a clear path to management. CPA license or pursuing it is preferred, with experience in UltraTax CS and related tools.

Qualifications

• 5+ years tax experience in public accounting
• Bachelor's degree in Accounting or related field required
• Master's degree in taxation or accounting preferred
• CPA license or actively pursuing it preferred
• Hands-on experience with UltraTax CS and SurePrep
• Experience with GoFileRoom and CaseWare a plus

Responsibilities

• Prepare complex federal, state and local returns for individuals and entities
• Handle high-net-worth returns with multi-state filings and K-1s
• Prepare tax provisions, estimated payments, extensions and workpapers
• Perform first-level review of staff work and provide feedback
• Coach junior staff on technical issues and procedures
• Assist managers in planning engagements and meeting deadlines
• Serve as day-to-day client contact and resolve open items
• Research tax issues and document conclusions in memos
• Support responses to IRS and state notices and tax planning
• Utilize UltraTax CS and SurePrep for data entry and document management
• Collaborate with assurance team on engagements using CaseWare and GoFileRoom
• Suggest workflow improvements and technology usage

Skills

Tax experience

Public accounting

Multi-state tax

Review staff work

Coaching juniors

Education

Bachelor's in Accounting

Master's in Taxation

CPA license or candidate

Tools

UltraTax CS

SurePrep

GoFileRoom

CaseWare

Job description

Currently looking for a Senior Tax Accountant for our client's Fort Wayne, Indiana office. This hybrid position (in office three days/week) is a step toward manager for someone ready to lead engagements and develop junior team members. You will prepare complex individual, business and fiduciary returns and take on first-level review of staff work.

Tax Senior Responsibilities:

• Prepare complex federal, state and local returns for individuals (1040), partnerships (1065), S corporations (1120-S), C corporations (1120), trusts and estates (1041), and nonprofits (990)
• Handle high-net-worth individual returns with multi-state filings, K-1 flow-through activity, investment income and passive activity rules
• Prepare tax provisions, estimated payments, extensions and workpapers that support each return
• Perform first-level review of returns and workpapers prepared by staff and interns
• Give clear, constructive review notes and coach junior staff on technical issues and firm procedures
• Help managers plan engagements, manage deadlines and keep work moving through the review queue
• Serve as a day-to-day contact for clients: gather information, answer questions and resolve open items
• Research tax issues and document conclusions in clear memos
• Help respond to IRS and state notices and support tax planning projects
• Use UltraTax CS for return preparation and SurePrep for document intake, workpaper binders and automated data entry
• Work alongside the assurance team on engagements that use CaseWare and GoFileRoom
• Suggest improvements to workflow and use of the firm's technology

Tax Senior Profile:

• 5+ years of tax experience in a public accounting (CPA) firm
• Bachelor's degree in Accounting or related field
• Master's degree in taxation or accounting, a Plus
• CPA License, or actively pursuing it
• Hands-on experience with UltraTax CS
• Hands-on experience with SurePrep
• Experience with GoFileRoom for document management and workflow, a Plus
• Experience with CaseWare, a Plus
• Proven ability to prepare complex individual and business returns with minimal supervision
• Experience reviewing the work of staff and giving useful feedback
• Strong working knowledge of federal and multi-state tax law
• Experience with high-net-worth individuals, closely held businesses or trusts and estates
• Ability to manage several engagements and deadlines during busy season
• Clear written and verbal communication with clients and colleagues
• Ability to work in the Fort Wayne office three days per week

Tax Senior Benefits:

• Competitive salary based on experience: $80,000 - $110,000
• Annual performance based bonus
• Hybrid schedule: three days in the Fort Wayne office, two days remote
• Health, dental and vision insurance; 401(k)
• Paid time off and paid holidays - Firm closes between Christmas and New Year's
• CPE support and CPA exam and license reimbursement
• A clear path to Manager and beyond

Reports to: Tax Manager / Tax Partner

Currently seeking local/commutable candidates.