Sr. Tax Accountant

The O'Connor Group; Oxford (MI); On-site; USD 120,000 - 180,000; Full time

Job summary

The O'Connor Group in Michigan seeks an experienced Tax Accountant to provide tax compliance, planning, accounting, and advisory services to a diverse client base including business owners, high-net-worth individuals, trusts, and closely held businesses.

The position offers autonomy, leadership opportunities, and potential succession planning toward ownership, with a focus on building lasting client relationships and contributing to the firm's growth.

Qualifications

• 7+ years of public accounting and tax experience.
• Enrolled Agent in good standing.
• Experience preparing and reviewing individual, partnerships (1065), S-Corps (1120S), C-Corps (1120), and trusts.
• Strong communication and client-relations skills.
• Ability to work independently and manage client relationships.
• Experience leading client meetings and tax planning.

Responsibilities

• Prepare and review tax returns for individuals, trusts, estates, and businesses.
• Develop tax planning strategies and projections for clients.
• Review financial statements and provide advisory services.
• Meet with clients to review returns, discuss planning opportunities, and build relationships.
• Participate in leadership and growth initiatives within the firm.

Skills

Client relationships

Leadership

Communication skills

Independent work

Tax planning

Education

Enrolled Agent

Tools

UltraTax

Drake

QuickBooks

Job description

We are a growing tax and accounting firm seeking an experienced, client-focused accounting professional who is looking for more than a traditional accounting position. This role offers the opportunity to become a trusted advisor to our clients, play a key role in the firm's growth, and potentially transition into a leadership and ownership position in the future.The ideal candidate is technically strong, highly personable, and capable of working independently while developing lasting client relationships. We are looking for someone who wants to help build a thriving practice and share in its long-term success.

The Tax Accountant will manage a diverse client base while providing tax compliance, tax planning, accounting, and advisory services. This individual will work directly with business owners, high-net-worth individuals, trusts, and closely held businesses to develop proactive tax strategies and financial solutions.A successful candidate will be comfortable leading client meetings, identifying planning opportunities, and operating with a high degree of autonomy. Over time, the individual will have opportunities to assume increased management responsibilities and potentially participate in succession planning and ownership discussions.

Position Summary

The Tax Accountant will manage a diverse client base while providing tax compliance, tax planning, accounting, and advisory services. This individual will work directly with business owners, high-net-worth individuals, trusts, and closely held businesses to develop proactive tax strategies and financial solutions.A successful candidate will be comfortable leading client meetings, identifying planning opportunities, and operating with a high degree of autonomy. Over time, the individual will have opportunities to assume increased management responsibilities and potentially participate in succession planning and ownership discussions.

Key ResponsibilitiesTax Compliance & Planning

• Prepare and review business tax returns, including Forms 1120, 1120S, and 1065.
• Prepare and review individual, trust, estate, and gift tax returns.
• Develop annual tax projections and quarterly estimates for individuals and closely held businesses.
• Lead tax planning meetings and provide proactive tax-saving strategies.
• Research federal and state tax issues and provide practical recommendations.
• Assist clients with complex tax scenarios and planning opportunities.

Accounting & Advisory Services

• Review financial statements and supporting schedules for accuracy and tax compliance.
• Analyze and prepare adjusting journal entries and year-end accounting adjustments.
• Review bookkeeping records and assist with accounting matters for small and mid-sized businesses.
• Provide financial guidance and consultative services to business owners.

Client Relationship Management

• Build long-term relationships with clients through exceptional service and responsiveness.
• Meet directly with clients to review tax returns, discuss planning opportunities, and answer financial questions.
• Serve as a trusted advisor and primary point of contact for key client relationships.
• Identify opportunities to expand services and strengthen client retention.

Leadership & Firm Growth

• Support business development initiatives and practice growth.
• Mentor junior staff and contribute to team development.
• Participate in operational and strategic planning initiatives.
• Help position the firm for long-term growth and succession planning.

QualificationsRequired

• Good standing Enrolled Agent.
• 7+ years of public accounting and tax experience.
• Strong experience preparing and reviewing:
• Individual tax returns
• Partnerships (1065)
• S-Corporations (1120S)
• C-Corporations (1120)
• Trust and estate returns
• Experience conducting tax planning meetings with clients.
• Strong understanding of federal and multi-state taxation.
• Ability to work independently and manage client relationships.
• Excellent written and verbal communication skills.

Preferred

• Experience serving high-net-worth individuals and closely held businesses.
• Experience with complex tax planning strategies.
• Familiarity with UltraTax, Drake, QuickBooks, and related tax technologies.

Ideal Candidate Profile

The right person will be:

• Highly personable and relationship-driven.
• Comfortable meeting one-on-one with clients and business owners.
• Confident in handling client work with minimal supervision.
• Entrepreneurial and interested in helping grow a successful local practice.
• Focused on long-term career growth rather than simply changing jobs.
• Interested in becoming a key leader within the firm.

Long-Term Opportunity

This position can potentially offer a unique path beyond a traditional accounting role. As the firm continues to grow, the successful candidate will have opportunities for expanded leadership responsibilities and may ultimately participate in a succession plan that includes partnership or ownership opportunities.We are seeking someone who wants to build a career, grow a business, and create a lasting legacy with our clients and team.