Sr. Tax Accountant

Global Group; Waverly (IA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Retirement plan

Firm ownership opportunities

Job summary

Global Group in Waverly, IA seeks a seasoned Senior Tax Accountant to join our local team. You will lead complex federal and state tax work for individuals, C-Corps, S-Corps, and partnerships, with a pathway toward firm ownership.

This role requires 5+ years in public accounting, CPA or EA preferred, and ability to work in the Waverly office at least three days per week. Relocation is not provided.

Qualifications

• 5+ years of progressive public accounting experience in corporate, partnership, and individual taxation.
• CPA or EA certification highly preferred.
• Local presence in or willingness to commute to Waverly, IA; relocation not provided.
• Experience with tax software such as UltraTax or CCH.
• Ability to work in the Waverly office at least 3 days per week.

Responsibilities

• Lead tax preparation and review of federal and state returns for individuals, C-Corps, S-Corps, and Partnerships.
• Ensure compliance with IRS and Iowa tax laws and monitor legislation to provide proactive advice.
• Act as trusted advisor, delivering comprehensive financial solutions to clients.
• Conduct in-depth technical tax research to support client strategies and resolve inquiries.
• Mentor and provide technical review for junior staff.
• Support firm growth and client retention through high-quality service.

Skills

Tax preparation

Tax planning

Public accounting

Client advisory

Mentorship

Education

CPA or EA certification

Tools

UltraTax

CCH

Job description

About the Position:

We are seeking a seasoned Senior Tax Accountant to join our Waverly, Iowa team. This is a high-impact role requiring at least 5 years of experience in complex taxation. You will provide sophisticated tax planning and preparation for a diverse client base, including corporations, partnerships, and individuals. This position is designed for a professional looking for a stable, long-term home with a clear path toward firm ownership.

Key Responsibilities

• Tax Preparation & Planning: Lead the preparation and review of complex federal and state tax returns for individuals, C-Corps, S-Corps, and Partnerships.
• Compliance Oversight: Ensure all filings adhere to current IRS and Iowa state tax laws; stay abreast of changing tax legislation to provide proactive advice to clients.
• Client Advisory: Act as a trusted advisor, offering comprehensive financial solutions tailored to the specific personal and professional circumstances of our clients.
• Technical Research: Conduct in-depth research on complex tax issues to support client strategies and resolve IRS or state-level inquiries.
• Mentorship: Provide guidance and technical review for junior accounting staff to ensure accuracy and professional development within the firm.
• Business Growth: Support the firm’s commitment to high-quality service, contributing to client retention and the pursuit of new financial solutions.

Required Qualifications

• Experience: 5+ years of progressive experience in public accounting, specifically within corporate, partnership, and individual taxation.
• Certification: CPA (Certified Public Accountant) or EA (Enrolled Agent) is highly preferred.
• Local Presence: Must be a local candidate residing in or willing to commute to Waverly, IA (Relocation assistance is not provided).
• Software Proficiency: Experience with standard tax preparation and accounting software (e.g., UltraTax, CCH, or similar).
• Logistics: Ability to work in the Waverly office at least 3 days per week.

Preferred Qualifications

• Career Ambition: Desire to pursue firm ownership opportunities within a growing regional practice.
• Northeast Iowa Market Knowledge: Familiarity with the unique financial needs of businesses and individuals along the US 20 corridor.

Benefits & Perks

• Healthcare: Medical, dental, and vision insurance (Company contributes $425.00/month toward employee medical benefits).
• Life & Family: Company-paid life insurance; comprehensive maternity and fraternity leave policies.
• Retirement: Firm-sponsored retirement planning options.
• Career Path: Explicit opportunity for Firm Ownership for high-performing senior professionals