Senior Tax CPA — Complex Returns & Advisory (Hybrid)

Confidentiel; Wilmington (OH); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Confidentiel in Ohio is seeking an experienced CPA with 5–10+ years of tax experience to join our team, focusing on preparation, review, and planning of complex individual and business returns with a keen emphasis on quality client service.

The role requires handling multi-entity and multi-state filings, proactive tax planning, and mentoring junior staff. A hybrid schedule is possible beyond peak season, with in-office collaboration during peak periods.

Qualifications

• Active CPA license required.
• 5–10+ years of public accounting tax experience.
• Strong knowledge of federal and state tax regulations.
• Experience with agricultural taxation and Schedule F preferred.
• Proficiency in tax software such as UltraTax or ProSystem fx.

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.
• Ensure compliance with current tax laws and regulations.
• 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 compliance

Analytical skills

Communication skills

Mentoring staff

Time management

Tools

UltraTax

ProSystem fx

Job description

Confidentiel in Ohio is seeking an experienced CPA with 5–10+ years of tax experience to join our team, focusing on preparation, review, and planning of complex individual and business returns with a keen emphasis on quality client service.

The role requires handling multi-entity and multi-state filings, proactive tax planning, and mentoring junior staff. A hybrid schedule is possible beyond peak season, with in-office collaboration during peak periods.