Tax Senior Staff

Metrocrestchamber; Addison (TX); Hybrid; USD 85,000 - 130,000; Full time

Job summary

AFairchild is a growing CPA and advisory firm delivering tax, accounting and advisory services. The Tax Senior Staff position manages and coordinates engagements for individuals, partnerships, corporations, trusts and nonprofits.

You will review complex returns, conduct research and help develop tax staff. Responsibilities include supervising associates, ensuring accuracy and compliance, and communicating findings to clients and leadership.

Qualifications

• Bachelor's degree in Accounting, Finance or related field required.
• Master's degree in Taxation preferred.
• CPA license preferred; licensure pursued with public accounting experience considered.
• Enrolled Agent designation will be considered for experienced candidates.
• Three to five years of public-accounting tax experience preferred.
• Experience preparing and reviewing complex individual and business tax returns.
• Experience managing multiple client engagements, priorities and deadlines.
• Strong technical tax knowledge, research skills and professional judgment.
• Experience with Karbon, Truss and other workflow tools preferred.
• Proficiency with Microsoft 365 applications.

Responsibilities

• Prepare and review complex federal and state returns for various entities.
• Review staff-prepared returns and provide feedback and coaching.
• Assist clients with proactive tax planning and advisory services.
• Research complex federal/state issues and communicate findings.
• Participate in client meetings and explain tax matters clearly.
• Manage workflows, due dates, budgets and assignments using firm tech.
• Supervise and mentor Tax Associates and Tax Staff.
• Ensure returns and workpapers are accurate and compliant.
• Respond to tax notices and assist with audits and examinations.

Skills

Tax planning

Mentoring

Research skills

Client communication

Workflow management

Education

Bachelor's in Accounting/Finance

Master's in Taxation (preferred)

CPA license (preferred)

Enrolled Agent considered

Tools

CCH Axcess Tax

Karbon

Truss

Document management / client portal

Microsoft 365

Job description

AFairchild is a growing CPA and advisory firm committed to helping individuals, businesses, nonprofits and organizations achieve their financial goals through proactive tax, accounting and advisory services. We combine technical experience, innovative technology and trusted relationships to deliver exceptional client service.

The Tax Senior Staff person manages and coordinates tax engagements for a diverse client base, including individuals, partnerships, corporations, trusts, estates, nonprofit organizations and closely held businesses. You will review complex returns, conduct research, provide proactive planning recommendations and help develop tax staff.

Key Responsibilities

• Prepare and review complex federal and state returns for individuals, partnerships, corporations, trusts, estates, nonprofits and employee benefit plans.
• Review staff-prepared returns and provide timely, constructive feedback and coaching.
• Assist clients with proactive tax planning strategies and business advisory services.
• Research complex federal and state issues and communicate findings to clients and firm leadership.
• Assist with entity structures, tax elections, transaction planning and year-round strategy.
• Participate in client meetings and explain tax matters clearly to business owners and organizational leaders.
• Maintain engagement records, project notes and client requests in Karbon, Truss and other firm systems.
• Supervise, mentor and develop Tax Associates and Tax Staff through training and technical review.
• Ensure tax returns and supporting workpapers are accurate, complete and compliant with applicable requirements.
• Monitor filing deadlines, extensions, estimated tax payments, notices and correspondence.
• Identify tax-saving opportunities, potential risks and practical recommendations.
• Prepare technical memoranda and supporting documentation when needed.
• Serve as a primary contact and build client relationships through responsive, proactive service.
• Manage workflows, due dates, budgets, realization factors and assignments using firm technology.
• Support workflow standards, quality-control procedures, automation and process improvement.
• Respond to tax notices and assist with audits, examinations and information requests.

Position Summary

AFairchild is a growing CPA and advisory firm committed to helping individuals, businesses, nonprofits and organizations achieve their financial goals through proactive tax, accounting and advisory services. We combine technical experience, innovative technology and trusted relationships to deliver exceptional client service.

The Tax Senior Staff person manages and coordinates tax engagements for a diverse client base, including individuals, partnerships, corporations, trusts, estates, nonprofit organizations and closely held businesses. You will review complex returns, conduct research, provide proactive planning recommendations and help develop tax staff.

Key Responsibilities

• Prepare and review complex federal and state returns for individuals, partnerships, corporations, trusts, estates, nonprofits and employee benefit plans.
• Review staff-prepared returns and provide timely, constructive feedback and coaching.
• Assist clients with proactive tax planning strategies and business advisory services.
• Research complex federal and state issues and communicate findings to clients and firm leadership.
• Assist with entity structures, tax elections, transaction planning and year-round strategy.
• Participate in client meetings and explain tax matters clearly to business owners and organizational leaders.
• Maintain engagement records, project notes and client requests in Karbon, Truss and other firm systems.
• Supervise, mentor and develop Tax Associates and Tax Staff through training and technical review.
• Ensure tax returns and supporting workpapers are accurate, complete and compliant with applicable requirements.
• Monitor filing deadlines, extensions, estimated tax payments, notices and correspondence.
• Identify tax-saving opportunities, potential risks and practical recommendations.
• Prepare technical memoranda and supporting documentation when needed.
• Serve as a primary contact and build client relationships through responsive, proactive service.
• Manage workflows, due dates, budgets, realization factors and assignments using firm technology.
• Support workflow standards, quality-control procedures, automation and process improvement.
• Respond to tax notices and assist with audits, examinations and information requests.

Qualifications

• Bachelor's degree in Accounting, Finance or a related field required.
• Master's degree in Taxation preferred.
• CPA license preferred; candidates actively pursuing licensure with relevant public-accounting experience will be considered.
• Enrolled Agent designation will be considered for experienced candidates.
• Three to five years of public-accounting tax experience preferred.
• Experience preparing and reviewing complex individual and business tax returns.
• Experience managing multiple client engagements, priorities and deadlines.
• Strong technical tax knowledge, research skills and professional judgment.
• Experience with CCH Axcess Tax preferred.
• Experience with Karbon or similar workflow-management software preferred.
• Experience with Truss, document-management systems or client-portal technology preferred.
• Strong proficiency with Microsoft 365, including Excel, Word, Outlook, Teams and SharePoint.
• Excellent analytical, organizational, project-management and problem-solving skills.
• Exceptional verbal and written communication, mentoring and relationship-building skills.
• Strong attention to detail and a proactive commitment to quality, client service and continuous learning.

Additional Postings available from AFairchild, LLC