Senior Tax Lead

Jobot; Lehi (UT); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with Company Match

Flexible summer hours

Career advancement

Job summary

Jobot is seeking a Senior Tax Lead in Lehi, UT to manage and review complex tax returns for individuals and closely held businesses, with a focus on S-Corporations and Partnerships. The role emphasizes mentoring junior staff and coordinating with Partners on client engagements, ensuring timely, accurate filings.

You will leverage QuickBooks Online and UltraTax to analyze books, communicate with clients, and support compliance and planning across multiple engagements.

Qualifications

• Bachelor's degree in Accounting preferred; degree may be substituted with relevant experience.
• Minimum of 5+ years of tax accounting experience.
• Hands-on experience preparing and reviewing individual and business tax returns.
• Ability to lead and mentor others.
• Strong experience with S-Corporation and Partnership taxation.
• Working knowledge of federal, state, and local tax codes and regulations.
• Experience using QuickBooks Online for bookkeeping, analysis, and client cleanup.
• Experience with professional tax software, preferably UltraTax.
• Ability to independently prepare and review tax returns of varying complexity.
• Proven ability to research tax matters and provide practical solutions.
• Experience communicating directly with clients and gathering required tax information.
• Active CPA license, Enrolled Agent, or CPA eligibility preferred.

Responsibilities

• Prepare and review individual, C-Corporation, S-Corporation, and other business tax returns with minimal supervision.
• Support tax engagements for individuals and closely held businesses, with emphasis on S-Corporations and Partnerships.
• Maintain, analyze, and clean up client accounting records using QuickBooks Online.
• Work directly with clients to gather financial information and manage filing timelines.
• Research federal, state, and local tax matters and identify solutions.
• Assist Tax Managers and Partners with client relationship management.
• Coordinate with firm leadership on larger client engagements.
• Identify engagement issues and recommend practical solutions.
• Help ensure accurate, complete, and timely tax filings.
• Support tax planning and compliance across multiple engagements.

Skills

S-Corporation taxation

Partnership taxation

Client communication

Mentoring

Education

Bachelor's degree in Accounting

Tools

QuickBooks Online

UltraTax

Job description

Senior Tax Lead

$80000 - $100000 per year | Lehi, UT | On-site | Permanent

Senior Tax Lead| S-Corp & Partnership Tax | Flexible Summer Hours | Team Mentorship

A bit about us:

Founded and led by former IRS auditors and based in American Fork, Utah, with an additional office in Salt Lake City, we are an established tax and accounting firm helping individuals and closely held businesses navigate complex tax, accounting, and payroll matters. Our team combines decades of experience with an in-depth understanding of the tax code, providing proactive planning, compliance, and problem-solving beyond traditional year-end tax filings. We offer a collaborative environment where professionals can broaden their technical experience, develop long-term client relationships, and build a meaningful career

Why join us?

• Comprehensive Benefits: Medical, dental, and vision coverage
• 401(k) with Company Match
• Flexible Work Environment: Including flexible summer hours
• Career Advancement: Clear growth opportunity
• Broad Tax Exposure: Work with individuals and closely held businesses across varied tax engagements
• Collaborative Culture: Join a supportive team that values expertise, integrity, balance, and meaningful client relationships

Job Details

Key Responsibilities and Duties

• Prepare and review individual, C-Corporation, S-Corporation, and other business tax returns with minimal supervision.
• Support tax engagements for individuals and closely held businesses, with a strong emphasis on S-Corporations and Partnerships.
• Maintain, analyze, and clean up client accounting records using QuickBooks Online.
• Work directly with clients to gather financial information, understand tax and business needs, and manage filing timelines.
• Research federal, state, and local tax matters and identify appropriate solutions for clients.
• Assist Tax Managers and Partners with client relationship management and engagement execution.
• Coordinate with firm leadership on larger client engagements.
• Identify engagement issues and recommend practical solutions.
• Help ensure accurate, complete, and timely tax filings.
• Support tax planning and compliance activities across multiple client engagements.

Qualifications Needed:

• Bachelor's degree in Accounting preferred; relevant professional experience may be considered in place of the degree.
• Minimum of 5+ years of tax accounting experience.
• Hands-on experience preparing and reviewing individual and business tax returns.
• Ability to lead and mentor others.
• Strong experience with S-Corporation and Partnership taxation.
• Working knowledge of federal, state, and local tax codes and regulations.
• Experience using QuickBooks, preferably QuickBooks Online, for bookkeeping, analysis, and client-book cleanup.
• Experience with professional tax software, preferably UltraTax.
• Ability to independently prepare and review tax returns of varying complexity.
• Proven ability to research tax matters, identify issues, and provide practical solutions.
• Experience communicating directly with clients and gathering required tax and accounting information.
• Active CPA license, Enrolled Agent credential, or CPA eligibility preferred.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, and local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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