Senior Tax Advisor for Complex Returns & Planning

CGT Staffing; Wilmington (OH); Hybrid; USD 90,000 - 140,000; Full time

Job summary

CGT Staffing is seeking an experienced Accounting Professional with 5–10+ years in public accounting tax to join our team in delivering high-quality client service. The role centers on preparation, review, and planning of complex individual and business tax returns, with emphasis on agricultural clients and Schedule F filings.

The ideal candidate will manage multi-entity and multi-state filings, provide proactive tax planning, mentor junior staff, and stay current on evolving tax regulations.

Qualifications

• 5–10+ years of public accounting tax experience.
• Experience with agricultural taxation and Schedule F preferred.
• Proficient in tax software (e.g., UltraTax, ProSystem fx, or similar).

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S-corporations, and C-corporations.
• Handle complex tax situations, including multi-entity & multi-state filings.
• Provide proactive tax planning and advisory services to clients.
• Review and analyze financial statements for tax implications.
• Manage client relationships and serve as a trusted advisor.
• Mentor and review work of junior staff as needed.
• Stay current on tax law changes and industry developments.
• Assist during peak tax season with in-person collaboration and workflow management.

Skills

Tax accounting

Public accounting

Analytical skills

Client advisory

Education

CPA certification

Tools

UltraTax

ProSystem fx

Job description

CGT Staffing is seeking an experienced Accounting Professional with 5–10+ years in public accounting tax to join our team in delivering high-quality client service. The role centers on preparation, review, and planning of complex individual and business tax returns, with emphasis on agricultural clients and Schedule F filings.

The ideal candidate will manage multi-entity and multi-state filings, provide proactive tax planning, mentor junior staff, and stay current on evolving tax regulations.