Sr. Tax Accountant | $80K-$100K DOE

Purple Cow Recruiting; Waverly (IA); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental & Vision

Company contributes toward medical

Life Insurance

Maternity/Paternity leave

Retirement planning

Ownership opportunity

Job summary

Heartline Staffing is recruiting a Sr. Tax Accountant for a full-time hybrid opportunity in Waverly, Iowa.

This role targets an experienced public accounting professional with a strong background in corporate, partnership and individual taxation who seeks long-term career growth and potential firm ownership. The Senior Tax Accountant will guide tax planning, preparation and compliance for a diverse client base, mentor junior staff, and stay current on IRS and Iowa tax laws while collaborating

Qualifications

• 5+ years of progressive public accounting experience specifically involving corporate, partnership and individual taxation.
• Local candidate residing in or willing to commute to Waverly, IA
• Ability to work in the Waverly office at least 3 days per week
• Experience with standard tax preparation and accounting software such as UltraTax, CCH or similar
• U.S. Citizen or Permanent Resident work authorization

Responsibilities

• Lead the preparation and review of complex federal and state tax returns
• Prepare and review individual tax returns
• Prepare and review C-Corporation tax returns
• Prepare and review S-Corporation tax returns
• Prepare and review Partnership tax returns
• Provide sophisticated tax planning for a diverse client base
• Stay current with IRS and Iowa state tax laws
• Provide proactive tax guidance to clients
• Mentor junior staff as needed
• Support client retention and development of new financial solutions

Skills

Public accounting experience

Tax compliance

Client advisory

Tools

UltraTax

CCH

Job description

Description

Sr. Tax Accountant | $80K-$100K DOE
Waverly, IA | Full-Time | Hybrid - Minimum 3 Days In-Office
Public Accounting | Tax Services

Elizabeth Banzhaf, LPN
Co-Founder & COO | Heartline Staffing
Call or Text: 272-230-3157
LinkedIn: View Elizabeth's LinkedIn

Heartline Staffing is recruiting a Sr. Tax Accountant for a full-time hybrid opportunity in Waverly, Iowa. This position is designed for an experienced public accounting professional with a strong background in complex corporate, partnership and individual taxation who is looking for long-term career growth and the opportunity to pursue firm ownership.

The Sr. Tax Accountant will provide tax planning and preparation for a diverse client base while serving as a trusted advisor on complex tax matters. The role also includes technical research, compliance oversight and guidance of junior accounting staff as needed.

COMPENSATION

• $80,000-$100,000 DOE

HYBRID SCHEDULE

• Minimum 3 days per week in the Waverly office

TAX PREPARATION & PLANNING

• Lead the preparation and review of complex federal and state tax returns
• Prepare and review individual tax returns
• Prepare and review C-Corporation tax returns
• Prepare and review S-Corporation tax returns
• Prepare and review Partnership tax returns
• Provide sophisticated tax planning for a diverse client base

COMPLIANCE & TECHNICAL RESEARCH

• Ensure filings comply with current IRS and Iowa state tax laws
• Stay current with changing tax legislation
• Provide proactive tax guidance to clients
• Conduct in-depth research on complex tax issues
• Support client strategies and assist with IRS or state-level inquiries

CLIENT ADVISORY

• Serve as a trusted advisor to clients
• Provide comprehensive financial solutions based on clients' personal and professional circumstances
• Support client retention and the development of new financial solutions

MENTORSHIP

• Provide guidance to junior accounting staff as needed
• Provide technical review to support accuracy and professional development

CAREER GROWTH

• Opportunity to pursue firm ownership for high-performing senior professionals

BENEFITS

• Medical, dental and vision insurance
• Company contributes $425 per month toward employee medical benefits
• Company-paid life insurance
• Maternity and fraternity leave policies
• Firm-sponsored retirement planning options
• Firm ownership opportunity for high-performing senior professionals

Requirements

• 5+ years of progressive public accounting experience specifically involving corporate, partnership and individual taxation REQUIRED
• Local candidate residing in or willing to commute to Waverly, IA REQUIRED
• Ability to work in the Waverly office at least 3 days per week REQUIRED
• Experience with standard tax preparation and accounting software such as UltraTax, CCH or similar REQUIRED
• U.S. Citizen or Permanent Resident work authorization REQUIRED

Preferred

• CPA (Certified Public Accountant) or EA (Enrolled Agent)
• Desire to pursue firm ownership opportunities within a growing regional practice
• Familiarity with the financial needs of businesses and individuals along the US 20 corridor