Sr Tax Accountant

Lancesoft; Boston (MA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible work arrangements

Job summary

Lancesoft is seeking an experienced Tax Professional in the Boston area to handle tax compliance, planning, and advisory services for diverse clients. The role emphasizes multi-state filings, client communications, and proactive tax strategy development.

The candidate should have strong software proficiency (UltraTax/Drake/ProConnect, QuickBooks), excellent communication, and a CPA/EA or active licensure path is preferred. Hybrid/remote work options are available.

Qualifications

• Bachelor’s degree in Accounting or Finance is required.
• Minimum 5+ years of tax experience in a public accounting firm.
• Experience with multi-state tax filings and nexus rules is preferred.
• CPA/EA CPA exam candidate welcomed; CPA/EA credentials are a plus.
• Proficiency with tax software (UltraTax/Drake/ProConnect) and QuickBooks is expected.

Responsibilities

• Prepare and review complex federal and multi-state tax returns for individuals, partnerships, corporations, and trusts.
• Conduct year-end tax projections and advisory analyses for business owners and high-net-worth individuals.
• Assist clients with federal and state audits, notices, offers in compromise, and penalty abatements.
• Provide ongoing accounting support, review financial statements, and assist with general ledger setup (QuickBooks, Xero).
• Perform technical tax research on federal/state updates, nexus rules, and industry-specific guidance.

Skills

Communication

Analytical thinking

Attention to detail

Education

Bachelor’s degree in Accounting/Finance

Tools

UltraTax

Drake

ProConnect

QuickBooks Desktop/Online

Excel

Job description

Key Responsibilities

• Tax Compliance & Preparation: Prepare and review complex federal and multi-state tax returns for individuals ($1040$), partnerships ($1065$), corporate entities ($1120 / 1120\\text{-S}$), and trusts/estates ($1041$).


• Tax Planning & Advisory: Conduct year-end tax projections, analyze financial statements, and identify tax mitigation strategies for business owners and high-net-worth individuals.


• IRS & State Notice Representation: Assist clients with federal and state tax audits, notice responses, offer in compromise requests, and penalty abatement procedures.


• Client Engagement & Accounting Support: Provide ongoing accounting support, review financial statements, perform adjusting journal entries, and assist clients with general ledger setup (QuickBooks, Xero).


• Research & Advisory: Perform technical tax research on federal and state tax law updates, multi-state nexus regulations, and industry-specific tax guidance.

Qualifications & Skills Requirements

Education: Bachelor’s Degree in Accounting, Finance, or a related field.

Experience: Minimum 5+ years of relevant tax experience within a public accounting firm.

Technical Skills: Strong proficiency in public tax software (UltraTax, Drake, ProConnect, or similar) and accounting software (QuickBooks Desktop/Online, Excel).

Strong working knowledge of federal, state, and local tax regulations and compliance procedures.

Excellent verbal/written communication skills and a client-focused demeanor.

Preferred Credentials Active Certified Public Accountant (CPA) license, Enrolled Agent (EA) credential, or CPA exam candidate actively pursuing licensure.

Experience handling multi-state tax filings and state nexus rules.

What We Offer

Competitive compensation aligned with experience and qualifications.

Flexible work arrangements (hybrid/remote)