Senior Tax Specialist - Complex Returns & Planning - Hybrid

Boeckermann Grafstrom & Mayer; Norwalk (CT); Hybrid; USD 95,000 - 125,000; Full time

Benefits offered by this job

PTO 18 days

Holidays 8

Health benefits

401(k) plan

Volunteer opportunities

CPA education support

Job summary

Boeckermann Grafstrom & Mayer (BGM) seeks an experienced Senior Tax Associate to handle complex federal and multi-state tax compliance, planning, and consulting for a diverse client base. You will collaborate with Partners and the tax team to deliver outstanding client service and expand your leadership responsibilities.

The role supports in-person or hybrid work with some remote days; located within commutable distance to Norwalk, CT.

Qualifications

• Bachelor's degree in Accounting or related field required.
• 3–7 years public accounting experience with emphasis on tax.
• Experience preparing and reviewing complex tax returns for corporations, partnerships, LLCs, and individuals.
• CPA license or eligibility to sit for CPA exam preferred.
• Experience with tax planning, projections, and tax research.
• Strong understanding of financial statements and accounting principles.
• Ability to research technical tax matters, identify issues, and develop practical solutions.
• Strong organizational and time-management skills with ability to manage priorities.
• Strong written and verbal communication with client-service mindset.
• Ability to build relationships with clients and team members.
• Experience guiding less-experienced team members.
• Curious, proactive, and comfortable asking questions to ensure understanding.
• Adaptable in a fast-paced, evolving environment.
• Willingness to travel to client locations occasionally.

Responsibilities

• Prepare and review complex federal and multi-state tax returns for business, fiduciary, and individual clients.
• Provide timely, accurate, high-quality service while building strong client relationships.
• Identify tax planning opportunities and additional ways to support clients.
• Research federal, state, and local tax matters and provide recommendations.
• Assist clients with tax planning, projections, estimated payments, extensions, and other compliance requirements.
• Respond to IRS and other authorities inquiries as needed.
• Stay current on changes to tax laws and determine their impact for clients.
• Analyze financial statements to identify tax considerations and opportunities.
• Develop tax return review skills and provide guidance to junior team members.
• Help improve internal tax processes, procedures, and workpapers.
• Collaborate with Partners and other professionals for integrated client service.
• Continue professional development through training and continuing education.

Skills

Tax compliance

Tax planning

Client management

Review skills

Leadership

Education

Bachelor's degree in Accounting

Job description

Boeckermann Grafstrom & Mayer (BGM) seeks an experienced Senior Tax Associate to handle complex federal and multi-state tax compliance, planning, and consulting for a diverse client base. You will collaborate with Partners and the tax team to deliver outstanding client service and expand your leadership responsibilities.

The role supports in-person or hybrid work with some remote days; located within commutable distance to Norwalk, CT.