Senior Tax & Planning Specialist

Doeren hew; Gallatin (TN); On-site; USD 60,000 - 80,000; Full time

Job summary

A regional CPA firm in Gallatin, TN, is seeking a Senior Tax Associate. The role involves preparing and reviewing income tax returns for individuals and businesses, client tax planning, and maintaining professional relationships. Successful candidates will have a Bachelor’s Degree in Accounting and 3 years of relevant experience, with proficiency in MS Office and QuickBooks. This position supports a team approach, with a requirement to work onsite in the office.

Qualifications

• Minimum of 3 years of experience preparing various tax returns.
• CPA License or EA preferred but not required.
• Detailed knowledge of federal and state tax laws.

Responsibilities

• Prepare and review individual and business income tax returns.
• Meet with clients for tax planning needs.
• Research tax matters and provide guidance to clients.
• Develop professional rapport with clients.
• Assist clients with QuickBooks needs.

Skills

Tax preparation

Client communication

Tax planning

Financial statement preparation

QuickBooks proficiency

Data analysis

Education

Bachelor’s Degree in Accounting

Tools

MS Office

QuickBooks

Job description

A regional CPA firm in Gallatin, TN, is seeking a Senior Tax Associate. The role involves preparing and reviewing income tax returns for individuals and businesses, client tax planning, and maintaining professional relationships. Successful candidates will have a Bachelor’s Degree in Accounting and 3 years of relevant experience, with proficiency in MS Office and QuickBooks. This position supports a team approach, with a requirement to work onsite in the office.