Tax Senior

KB Search Team, LLC; Fort Wayne (IN); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Hybrid schedule

Health, dental and vision insurance

401(k)

Paid time off & holidays

CPE support & license reimbursement

Clear path to Manager

Job summary

KB Search Team, LLC is seeking a Tax Senior for our Fort Wayne, IN office to lead complex tax engagements and mentor staff. The role blends in-office collaboration three days a week with two remote days in a hybrid setup.

You will prepare complex individual, partnership, corporate, fiduciary and nonprofit returns, review staff work, and support tax planning while helping the team meet deadlines and deliver high-quality service to clients.

Qualifications

• Bachelor's degree in Accounting or related field required.
• Master's degree in taxation or accounting a plus.
• CPA license or actively pursuing it preferred.

Responsibilities

• Prepare complex federal, state and local returns for individuals, partnerships, S corporations, C corporations, trusts, estates and nonprofits.
• Perform first-level review of staff work and provide constructive feedback.
• Assist managers in planning engagements and meeting deadlines.

Skills

Tax compliance

Public accounting

UltraTax CS

SurePrep

GoFileRoom

CaseWare

Financial review

Client communication

Team coaching

Multi-state taxation

Education

Bachelor's degree in Accounting

Master's degree in taxation or accounting

Tools

UltraTax CS

SurePrep

GoFileRoom

CaseWare

Job description

Currently looking for a Tax Senior for our client's Fort Wayne, Indiana office. This hybrid position (in office three days/week) is a step toward manager for someone ready to lead engagements and develop junior team members. You will prepare complex individual, business and fiduciary returns and take on first-level review of staff work.

Tax Senior Responsibilities:

• Prepare complex federal, state and local returns for individuals (1040), partnerships (1065), S corporations (1120-S), C corporations (1120), trusts and estates (1041), and nonprofits (990)
• Handle high-net-worth individual returns with multi-state filings, K-1 flow-through activity, investment income and passive activity rules
• Prepare tax provisions, estimated payments, extensions and workpapers that support each return
• Perform first-level review of returns and workpapers prepared by staff and interns
• Give clear, constructive review notes and coach junior staff on technical issues and firm procedures
• Help managers plan engagements, manage deadlines and keep work moving through the review queue
• Serve as a day-to-day contact for clients: gather information, answer questions and resolve open items
• Research tax issues and document conclusions in clear memos
• Help respond to IRS and state notices and support tax planning projects
• Use UltraTax CS for return preparation and SurePrep for document intake, workpaper binders and automated data entry
• Work alongside the assurance team on engagements that use CaseWare and GoFileRoom
• Suggest improvements to workflow and use of the firm's technology

Tax Senior Profile:

• 5 years of tax experience in a public accounting (CPA) firm
• Bachelor's degree in Accounting or related field
• Master's degree in taxation or accounting, a Plus
• CPA License, or actively pursuing itHands-on experience with UltraTax CS
• Hands-on experience with SurePrep
• Experience with GoFileRoom for document management and workflow, a Plus
• Experience with CaseWare, a Plus
• Proven ability to prepare complex individual and business returns with minimal supervision
• Experience reviewing the work of staff and giving useful feedback
• Strong working knowledge of federal and multi-state tax law
• Experience with high-net-worth individuals, closely held businesses or trusts and estates
• Ability to manage several engagements and deadlines during busy season
• Clear written and verbal communication with clients and colleagues
• Ability to work in the Fort Wayne office three days per week

Tax Senior Benefits:

• Competitive salary based on experience: $80,000 - $100,000
• Annual performance based bonus
• Hybrid schedule: three days in the Fort Wayne office, two days remote
• Health, dental and vision insurance; 401(k)
• Paid time off and paid holidays - Firm closes between Christmas and New Year's
• CPE support and CPA exam and license reimbursement
• A clear path to Manager and beyond

Reports to: Tax Manager / Tax Partner

Currently seeking local/commutable candidates.