Tax Senior — Lead Tax Compliance & Planning

Jobot; Addison (TX); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Comprehensive health insurance

401(k) with 4% match

Unlimited PTO

CPE support / continuing education

Supportive office culture

Job summary

Jobot in Addison, TX is seeking an experienced Tax Senior to lead federal and state tax work for diverse clients. You will manage engagements, mentor junior staff, and deliver high-quality tax planning and compliance services.

The role emphasizes client service, collaboration with accounting teams, and staying current with tax laws. It offers an attractive salary range, comprehensive benefits, and strong professional development opportunities within a growing CPA firm.

Qualifications

• 5+ years of progressive tax experience in public accounting, corporate tax, or a comparable environment.
• Demonstrated experience with federal and state tax compliance and planning, or equivalent relevant expertise.
• Bachelor's degree in Accounting, Finance, or a related field.
• CPA designation, Enrolled Agent credential, or progress toward a relevant professional certification preferred.
• Strong understanding of tax regulations, accounting principles, and tax research methods.
• Proficiency with tax preparation software and Microsoft Excel.
• Excellent analytical, organizational, and problem-solving skills, with close attention to detail.
• Ability to manage competing deadlines and maintain high-quality work during peak tax periods.
• Strong written and verbal communication skills, including the ability to explain technical tax matters clearly.
• A collaborative approach, sound professional judgment, and a commitment to confidentiality and ethical standards.

Responsibilities

• Prepare and review federal and state tax returns for individuals, corporations, partnerships, and other applicable entities.
• Manage multiple tax engagements, keeping deliverables accurate, complete, and on schedule.
• Research complex federal and state tax issues and translate findings into clear, practical recommendations.
• Identify tax-planning opportunities that support clients' financial goals while maintaining compliance with applicable laws and regulations.
• Prepare and review tax workpapers, reconcile supporting financial information, and resolve discrepancies.
• Assist with tax notices, audits, and inquiries from federal and state taxing authorities.
• Monitor changes in tax legislation and evaluate their impact on clients and filing requirements.
• Build strong working relationships with clients and internal teams through responsive communication and reliable follow-through.
• Mentor junior team members, review their work, and contribute to improvements in tax processes and documentation.

Skills

Federal tax expertise

State tax expertise

Tax research

Client service

Leadership

Education

Bachelor's degree in Accounting

CPA designation preferred

Tools

Tax software

Microsoft Excel

Job description

Jobot in Addison, TX is seeking an experienced Tax Senior to lead federal and state tax work for diverse clients. You will manage engagements, mentor junior staff, and deliver high-quality tax planning and compliance services.

The role emphasizes client service, collaboration with accounting teams, and staying current with tax laws. It offers an attractive salary range, comprehensive benefits, and strong professional development opportunities within a growing CPA firm.