Senior Tax Advisor & Planning Specialist

Manay CPA Accounting & Tax Services; Marietta (GA); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

401K match

Paid vacation and holidays

Growth opportunities

Excellent ongoing training

Job summary

Manay CPA Accounting & Tax Services seeks an experienced tax professional to prepare and review complex federal and state returns for individuals and entities, including multi-state filings. You will provide strategic planning, client consultations, and ensure strict compliance with tax laws.

The role offers opportunities to mentor junior staff, stay current on regulatory changes, and contribute to cross-functional accounting and advisory work in a collaborative, growth-oriented firm.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; a Master's degree is a plus.
• 5+ years of recent and extensive experience preparing individual tax returns and forms is a must; business return experience is a strong plus.
• CPA license or Enrolled Agent (EA) credential is a big plus; candidates pursuing CPA with plan toward licensure encouraged.
• Previous experience in full-cycle accounting or bookkeeping is a strong plus.
• Comprehensive knowledge of federal and state income tax laws; international tax exposure is a big plus.
• Proficiency with QuickBooks and tax software such as UltraTax (or similar).
• Strong analytical, organizational, and problem-solving skills with meticulous attention to detail.

Responsibilities

• Prepare and review complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates, including multi-state returns.
• Provide advanced tax planning, research, and strategic consulting to help clients optimize their tax positions.
• Conduct paid tax consultations with clients, explaining tax positions, planning opportunities, and compliance requirements in a clear and professional manner.
• Ensure full compliance with US federal, state, and local tax laws, including timely filings, estimated payments, extensions, and quarterly projections.
• Respond to client inquiries and notices from taxing authorities; support IRS, state, and local examinations by gathering documentation and preparing responses.
• Review tax returns prepared by junior staff and provide technical guidance, feedback, and mentorship.
• Research complex tax issues, monitor regulatory changes, and apply updated regulations appropriately to client situations.
• Maintain accurate, organized client tax files, documentation, and workpapers using tax and accounting software.
• Collaborate cross-functionally to support accounting, advisory, payroll, or operations teams during off-peak periods or as business needs arise.
• Identify opportunities to improve tax preparation workflows and contribute to process and efficiency improvements.
• Contribute to a positive, collaborative team environment while delivering high-quality client service.

Skills

Tax expertise

Analytical skills

Organization

Communication

Independence

Education

Bachelor's degree in Accounting/Finance

Master's degree a plus

Tools

QuickBooks

UltraTax

Job description

Manay CPA Accounting & Tax Services seeks an experienced tax professional to prepare and review complex federal and state returns for individuals and entities, including multi-state filings. You will provide strategic planning, client consultations, and ensure strict compliance with tax laws.

The role offers opportunities to mentor junior staff, stay current on regulatory changes, and contribute to cross-functional accounting and advisory work in a collaborative, growth-oriented firm.