Senior Tax Accountant - Own & Lead Client Engagements

Allen, Green, and Williamson, LLP CPAs; Monroe (LA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Professional development opportunities

Collaborative team environment

Job summary

Allen Green & Williamson, LLP CPAs in Monroe, LA seeks an experienced accounting professional with strong tax expertise to independently manage client engagements and lead tax-related work. You will prepare complex returns, supervise staff, and drive process improvements within the tax department.

The ideal candidate has a CPA or path to licensure, 5+ years in public accounting, and proven ability to mentor staff and deliver client-focused solutions.

Qualifications

• Bachelor's degree in Accounting required.
• CPA license preferred; required for advancement to Tax Manager.
• 5+ years of public accounting experience preferred.
• Strong knowledge of individual and business taxation.
• Solid understanding of general accounting principles, financial statement preparation, and adjusting journal entries.
• Strong proficiency with QuickBooks Online preferred.
• Experience preparing and reviewing complex tax returns.
• Experience with Lacerte tax software preferred.
• Strong analytical, organizational, and communication skills.
• Demonstrated ability to independently manage client engagements and meet deadlines.
• Experience reviewing work and mentoring staff is a plus.

Responsibilities

• Prepare and review federal and state income tax returns for individuals, partnerships, corporations, and other entities.
• Independently manage assigned client engagements from initial planning through completion, including direct client communication.
• Prepare and review financial statements, adjusting journal entries, account reconciliations, and other accounting work.
• Work extensively with QuickBooks Online, including reviewing client records, identifying and correcting accounting issues, and assisting clients with bookkeeping and reporting questions.
• Research complex tax and accounting matters and develop practical, well-supported solutions.
• Identify tax planning opportunities and proactively address client needs.
• Manage multiple engagements, prioritize deadlines, and ensure timely completion of work.
• Review work prepared by other staff and provide guidance and technical support.
• Collaborate with firm leadership to improve processes, workflow, and departmental efficiency.
• Assume increasing leadership and supervisory responsibilities as capabilities are demonstrated.

Skills

Tax planning

Client engagements

Leadership potential

Communication

Independent work

Time management

Education

Bachelor's degree in Accounting

CPA license preferred; required for advancement to Tax Manager

Tools

QuickBooks Online

Lacerte

Job description

Allen Green & Williamson, LLP CPAs in Monroe, LA seeks an experienced accounting professional with strong tax expertise to independently manage client engagements and lead tax-related work. You will prepare complex returns, supervise staff, and drive process improvements within the tax department.

The ideal candidate has a CPA or path to licensure, 5+ years in public accounting, and proven ability to mentor staff and deliver client-focused solutions.