Tax Senior

Kerkering Barberio; Sarasota (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Dental insurance

Flexible schedule

Free food & snacks

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Training & development

Tuition assistance

Vision insurance

Job summary

Kerkering, Barberio & Co. seeks a Senior Tax Accountant specializing in individual taxation to prepare and review complex Form 1040 returns and related schedules. You will lead staff, review work, and assist with multi-state filings and tax planning strategies.

The role requires CPA preferred and at least 3 years in public accounting, with opportunities for advancement and a strong focus on accuracy and client service during peak tax season.

Qualifications

• Proficiency with computer tax programs, spreadsheets, and word processing.
• Current knowledge of accounting principles and federal, state, and local tax regulations.
• Demonstrates sound critical thinking, professional judgment, and decision-making skills.
• Effective verbal and written communication skills.

Responsibilities

• Prepare and review complex Form 1040 returns and related schedules.
• Lead and train Staff and In-Charge personnel; review work and provide feedback.
• Develop and implement tax planning strategies with the team.
• Respond to IRS/state notices and manage post-filing activities.
• Meet deadlines within budget; coordinate peak tax season planning.
• Maintain knowledge of tax laws and perform tax research as needed.

Skills

Attention to detail

Time management

Analytical thinking

Communication skills

Integrity

Leadership

Education

Bachelor’s in accounting

CPA preferred

Tools

Tax software

Spreadsheets

Word processing

Job description

Position Overview

Senior Tax Accountants specializing in individual taxation perform most work assigned with minimal direction, with a primary focus on preparing and reviewing complex individual income tax returns (Form 1040). They support staff and in-charge personnel as client issues arise, particularly in areas related to individual tax matters.

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Flexible schedule
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Tuition assistance
• Vision insurance

Role Description

Senior Tax Accountants specializing in individual taxation perform most work assigned with minimal direction, with a primary focus on preparing and reviewing complex individual income tax returns (Form 1040). They support staff and in-charge personnel as client issues arise, particularly in areas related to individual tax matters.

Seniors often lead lower-level personnel, instructing them on work to be performed, reviewing completed returns, and directing necessary revisions. They are expected to make decisions on routine individual tax matters and serve as a resource for more complex 1040-related issues, including multi-state filings, investment income, and pass-through entity reporting.

Performance is evaluated based on quality and accuracy of work, depth of individual tax knowledge, supervision of Staff and In-Charge personnel, ability to meet time and budget constraints, and success in meeting client deadlines.

Essential Functions

• Performs a broad range of individual tax assignments, with a primary focus on complex Form 1040 engagements, minimizing the need for direct involvement from Supervisors, Managers, and Shareholders.
• Demonstrates strong competency in individual tax technical skills, work quality, and application of professional and Firm standards.
• Prepares and reviews complex individual tax returns (Forms 1040), including Schedules A, B, C, D, and E, as well as related disclosures.
• Handles returns involving multi-state filings, K-1 income, investments, stock compensation, and rental activities.
• Meets time and budget constraints and ensures all client deadlines are achieved.
• Participates in planning and scheduling of individual tax engagements, especially during peak tax season.
• Directs, instructs, and trains Staff and In-Charge accountants on 1040 preparation and individual tax concepts.
• Reviews tax returns prepared by staff, provides clear feedback, and minimizes repeat errors.
• Follows review notes, makes corrections as requested, and improves accuracy in future work.
• Responds to and assists with IRS and state tax notices, amended returns, and post-filing activities (e.g., carrybacks, adjustments).
• Collaborates with Supervisors, Managers, and Shareholders to develop and implement individual tax planning strategies.
• Prepares client correspondence related to individual tax matters for review and approval.
• Communicates directly with clients to gather information, explain tax positions, and resolve issues in a professional manner.
• Conducts tax research specific to individual taxation as needed.

Other Functions

• Develops an understanding of and adheres to Firm policies and procedures, including the Firm’s Quality Control document.
• Assumes primary responsibility (under supervision) for individual tax engagements.
• Pursues continuing professional education with an emphasis on individual tax law and planning strategies.
• Maintains current knowledge of IRS regulations, tax law changes, and guidance impacting individual taxpayers.
• Participates in civic, charitable, and professional organizations.
• Meets or exceeds annual productivity goals for chargeable hours, utilization, and realization.
• Begins contributing to practice development, with a focus on building relationships with individual clients and referral sources.
• Performs other duties as assigned.

Required Experience and Skills

• Proficiency with computer tax programs, spreadsheets, and word processing.
• Demonstrates sound critical thinking, professional judgment, and decision-making skills.
• Current knowledge of accounting principles and federal, state, and local tax regulations.
• Displays the self-motivation to ask for and successfully complete the types of assignments and special projects that will further increase technical skills, especially if required for a specific area of expertise.
• Effective verbal and written communication skills.
• Conducts themselves with integrity in a responsible, professional manner and appearance.
• Excellent organizational and time management skills.

Required Education

Bachelor’s in accounting or related field

Required Experience

3 years progressive experience in public accounting

License/Certification

CPA preferred

Working Requirements

• Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely.
• Out-of-town travel with overnight stay is possible.
• Occasional overtime is expected throughout the year and heavy overtime is required from January through April.

Safety

• Minimal hazards.
• General office working conditions.
• May be required to lift files/boxes in the range of 10-20 pounds.

Kerkering, Barberio & Co. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors.
We respect each of our employees’ unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based on any of these characteristics.