Tax Senior Accountant

Uhy Llp; Wayland, Northern (MA, KY); Hybrid; USD 95,000 - 120,000; Full time

Job summary

Uhy Llp in Wayland, MA is seeking a Tax Senior Accountant to lead the preparation of tax returns and provide strategic insights for diverse clients across multiple industries. The role includes supervising staff, managing engagements, and delivering client-focused tax planning.

The ideal candidate has a Bachelor’s in accounting or finance and 3–6 years of tax experience, with proficiency in tax software. CPA/EA licensure path encouraged and strong client communication skills expected.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• 3–6 years of relevant tax experience in a professional services setting.
• Experience with CCH Prosystem FX and Axcess Tax is preferred.
• Pursuit of CPA or Enrolled Agent licensure and CPE compliance encouraged.

Responsibilities

• Lead and manage tax engagements (planning, prep, review) for various returns.
• Serve as primary client contact, addressing inquiries and building relationships.
• Conduct tax research to develop planning strategies and minimize liabilities.
• Collaborate with partners to ensure seamless service and objectives alignment.
• Communicate complex tax concepts to clients and deliver presentations.
• Review tax returns for accuracy and regulatory compliance.
• Monitor filing deadlines and extensions; stay current with tax laws.
• Supervise and mentor staff to ensure quality of work.

Skills

Tax knowledge

Client communication

Team supervision

Research & analysis

Education

Bachelor's degree in accounting/finance

Tools

CCH Prosystem FX

Axcess Tax

Axcess Document

Axcess Workstream

Thomson Reuters Fixed Assets CS

Checkpoint for Tax Research

Job description

## Tax Senior AccountantApply: Wayland, MA: Full time: Posted Yesterday: JR102348# **JOB SUMMARY**As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.# **JOB DESCRIPTION**Tax Preparation* Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)* Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships* Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectivesResearch and Analysis* Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes* Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactionsClient Communication* Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns* Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implicationsCompliance and Documentation* Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards* Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions* Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirementsTeam Collaboration* Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices* Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work* Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members* Participate in internal training sessions to enhance your technical skills and stay updated on industry trendsProcess Improvement and Innovation* Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services **Supervisory responsibilities*** May supervise subordinate team members **Work environment*** Work is conducted in a professional office environment with minimal distractions **Physical demands*** Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time* Must be able to lift to 15 pounds at a time **Travel required*** Travel may be frequent and unpredictable, depending on client’s needs **Required education and experience*** Bachelor’s degree in accounting, finance, or a related field* 3 – 6 years of relevant experience* Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research **Preferred education and experience*** Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting* Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained* Responsible for completing the minimum CPE credit requirement **Other duties**Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our Massachusetts locations, we are required by law to include a good faith salary range for every job, promotion and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $95,000 to $120,000.