Sr Tax Accountant

Ledgent, Inc.; Connecticut; On-site; USD 90,000 - 140,000; Full time

Job summary

Ledgent, Inc. is partnering with a relationship-driven accounting practice to recruit a Senior Tax Accountant. The role concentrates on complex individual and business tax engagements, tax planning, and advisory work for high-net-worth individuals and mid-market companies.

You will mentor staff, review returns, and lead client discussions, while contributing to growth and efficiency through process improvements and technology. CPA is preferred; strong communication and leadership are essential.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA designation preferred or actively pursuing.
• 5+ years of public accounting tax experience.
• Strong knowledge of individual, corporate, partnership, and state taxation.
• Experience reviewing tax returns and supervising staff.
• Proficiency with tax preparation and accounting software.
• Excellent analytical, organizational, and problem-solving skills.
• Strong verbal and written communication abilities.

Responsibilities

• Oversee complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, and trusts/estates.
• Perform tax research and stay current on evolving tax laws and regulations.
• Identify tax-saving opportunities and develop proactive tax planning strategies for clients.
• Assist clients with IRS and state tax notices, audits, and compliance issues.
• Ensure timely and accurate filing of all tax engagements.
• Serve as the primary point of contact for a portfolio of individual and business clients.
• Build and maintain strong relationships through exceptional service and proactive communication.
• Advise business owners on tax implications related to growth, succession planning, entity selection, and other strategic initiatives.
• Participate in client meetings and present tax strategies in a clear and practical manner.
• Review and provide constructive feedback on work prepared by junior staff.
• Train, mentor, and develop staff accountants and tax associates.
• Assist with workflow management and resource allocation during busy seasons.
• Foster a positive, collaborative, and high-performance team environment.
• Support recruiting, interviewing, and onboarding efforts as needed.
• Identify opportunities to improve efficiency and streamline tax processes.
• Assist in implementing best practices and leveraging tax technology solutions.
• Contribute to the firm's strategic initiatives and growth objectives.

Skills

Tax planning

Client advisory

Mentoring / leadership

Communication

Analytical skills

Tax research

Tax return review

Education

Bachelor's degree in Accounting/Finance

CPA designation preferred

Tools

Tax preparation software

Job description

Accounting Firm Specializing in Individual and Business Tax Solutions

Position Summary:

Our client is seeking an experienced Senior Tax Accountant with strong technical tax expertise and proven leadership capabilities to join our growing accounting firm. This role is ideal for a tax professional who enjoys working directly with clients, mentoring team members, and contributing to the strategic growth of a collaborative, client-focused practice.

The Senior Tax Accountant will oversee complex individual and business tax engagements, provide tax planning and advisory services, review work prepared by staff accountants, and serve as a trusted advisor to clients ranging from high-net-worth individuals to small and mid-sized businesses.

Key Responsibilities:

Tax Compliance & Planning

• Prepare and review complex federal and state tax returns for:
  • Individuals (1040)
  • Partnerships (1065)
  • S Corporations (1120-S)
  • C Corporations (1120)
  • Trusts and Estates (1041)
• Perform tax research and stay current on evolving tax laws and regulations.
• Identify tax-saving opportunities and develop proactive tax planning strategies for clients.
• Assist clients with IRS and state tax notices, audits, and compliance issues.
• Ensure timely and accurate filing of all tax engagements.

Client Advisory & Relationship Management

• Serve as the primary point of contact for a portfolio of individual and business clients.
• Build and maintain strong relationships through exceptional service and proactive communication.
• Advise business owners on tax implications related to growth, succession planning, entity selection, and other strategic initiatives.
• Participate in client meetings and present tax strategies in a clear and practical manner.

Leadership & Team Development

• Review and provide constructive feedback on work prepared by junior staff.
• Train, mentor, and develop staff accountants and tax associates.
• Assist with workflow management and resource allocation during busy seasons.
• Foster a positive, collaborative, and high-performance team environment.
• Support recruiting, interviewing, and onboarding efforts as needed.

Process Improvement

• Identify opportunities to improve efficiency and streamline tax processes.
• Assist in implementing best practices and leveraging tax technology solutions.
• Contribute to the firm's strategic initiatives and growth objectives.

Qualifications:

Required

• Bachelor's degree in Accounting, Finance, or related field.
• CPA designation preferred or actively pursuing.
• 5+ years of public accounting tax experience.
• Strong knowledge of individual, corporate, partnership, and state taxation.
• Experience reviewing tax returns and supervising staff.
• Proficiency with tax preparation and accounting software.
• Excellent analytical, organizational, and problem-solving skills.
• Strong verbal and written communication abilities.

Preferred

• CPA license or persuing one
• Experience working in a small or mid-sized public accounting firm.
• Prior client advisory and tax planning experience.
• Leadership or supervisory experience within a tax practice.
• Ability to coach, mentor, and develop team members.
• Demonstrates accountability and ownership.
• Strong decision-making and critical thinking skills.
• Professional presence and confidence in client interactions.
• Ability to balance multiple priorities in a fast-paced environment.
• Commitment to fostering a culture of collaboration and excellence.
• Competitive salary based on experience.
• Performance-based bonus opportunities.
• Health, dental, and vision benefits.
• Paid time off and holidays.
• CPA licensing and continuing education support.
• Flexible work arrangements during non-peak seasons.
• Clear path toward Tax Manager and future leadership opportunities.

Our client is a relationship-driven accounting firm that provides personalized tax, accounting, and advisory services to individuals and businesses. This team enjoys direct client interaction, offers meaningful career growth opportunities, and the ability to make a visible impact on the success of our clients and our organization. This position offers a pathway to leadership for professionals who want to combine technical tax expertise with team development and client advisory responsibilities.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.