Tax Senior

W3Global; Anderson (SC); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

401(k) match

Generous PTO

CPE support

Job summary

W3Global in Anderson, SC seeks a Tax Senior on-site with hybrid options to prepare and review federal/state returns for individuals and entities. You will mentor preparers, help maintain standard workflows, and identify advisory opportunities with the Office Lead.

The role emphasizes proactive tax planning, using a modern tech stack (Karbon, QuickBooks Online, Google Workspace) and strong client communication skills to deliver timely, accurate advisory services.

Qualifications

• 3–6+ years of progressive public accounting experience in individual and corporate tax preparation and review.
• Pursuing a CPA or EA (or actively credentialed).
• Strong proficiency with modern cloud tax and accounting software (QuickBooks Online, modern document platforms, and workflow tools like Karbon).
• Exceptional interpersonal and written communication skills with comfort leading in-person and virtual client consultations.
• Proactive problem solver excited by process improvement, automation tools, and forward-looking advisory.

Responsibilities

• Tax Preparation & Review: prepare and review federal and state returns for individuals, partnerships, S-Corps, and C-Corps.
• Proactive Tax Strategy: formulate planning to optimize cash flow and mitigate liabilities before year-end.
• Modern Technology & Automation: leverage Karbon, Google Workspace, and AI-powered platforms to improve accuracy and speed.
• Client Relationship & Advisory: act as a responsive contact for local clients with prompt communications.
• Internal Collaboration: identify needs in fractional CFO and CAS, coordinating with practice leads.
• Quality Control & Compliance: adhere to professional standards and data security protocols.

Skills

Public accounting experience

CPA/EA candidate

Cloud tax software

QuickBooks Online

Client communication

Education

CPA/EA credentialing

Tools

Karbon

QuickBooks Online

Job description

Bookkeeping

• Tax
• Advisory

Tax Senior - Individual & Corporate Tax

LOCATION: Anderson, SC

WORK MODEL: Hybrid, On-Site (Min. 3 Days/Week)

REPORTS TO: Office Lead

About Us

Our client's driving mission is guiding growing businesses through financial and tax complexity toward confidence. We operate as a unified advisory powerhouse that blends high-level technical expertise with modern workflow efficiency. Moving well beyond manual data entry and routine compliance, our focus is delivering proactive, real- time strategic intelligence that directly improves client outcomes.

Relational:

Prioritizing deep, collaborative partnerships over transactional encounters.

Tech-Forward:

Harnessing cutting-edge platforms to streamline operations and elevate advisory work.

Tailored:

Delivering bespoke, white-glove strategies aligned with unique business needs.

Proactive:

Anticipating tax impacts and planning ahead before hurdles arise.

Role Overview

We are seeking a detail-oriented and tech-forward Tax Senior based on site in our Anderson, SC office. This role is central to preparing and reviewing tax returns for local business owners, entrepreneurs, and individuals. You will work directly with the Anderson Office Lead, playing a pivotal role in maintaining standard review workflows, mentoring preparers, and uncovering high-value tax advisory opportunities.

Key Responsibilities

• Tax Preparation & Review: Accurately prepare and review federal and state income tax returns for individuals, partnerships, S-Corporations, and C-Corporations.
• Proactive Tax Strategy: Formulate tax planning recommendations to optimize cash flow, eliminate government drag, and mitigate liabilities before year-end.
• Modern Technology & Automation: Leverage our modern technology stack-including Karbon practice management, the Instead AI-powered tax platform, and Google workspace-to enhance accuracy and turnaround speed.
• Client Relationship & Advisory: Serve as a responsive, trusted contact for local clients, ensuring all communications receive prompt attention within 24 hours.
• Internal Collaboration: Identify adjacent client needs in Fractional CFO strategy and modern Client Accounting Services (CAS), coordinating closely with practice leads.
• Quality Control & Compliance: Adhere strictly to professional standards, secure data handling (IRC 7216 and GLBA), and firm-wide review protocols.

Qualifications & Experience

Experience:

3-6+ years of progressive public accounting experience in individual and corporate tax preparation and review.

Credentials:

Pursuing a CPA or EA (or actively credentialed).

Technical Proficiency:

Strong proficiency with modern cloud tax and accounting software (QuickBooks Online, modern document platforms, and workflow tools like Karbon).

Communication:

Exceptional interpersonal and written communication skills with comfort leading in-person and virtual client consultations.

Mindset:

Proactive problem solver excited by process improvement, automation tools, and forward-looking advisory.

Compensation, Benefits & Schedule

Summer / Non-Tax Season 4-Day Workweek (May 16 - Dec 31):

Fridays off, delivering 30+ three-day weekends annually. (Standard 5-day week applies Jan 1 - May 15 during tax peak).

Retirement Match:

401(k) program with 100% firm match on the first 3% contributed, plus 50% on the next 2%.

Paid Time Off:

Generous PTO scale (starting at 10 days for years 0-4, increasing with tenure) plus standard designated firm holidays.

Professional Support:

Full reimbursement for annual primary license renewals and CPE continuing education support after 6 months.

Tech & Environment:

Modern on-site office setting, firm-provided hardware, and structured professional development pathways.