Senior Tax Staff / Tax Preparer

Job Summary

Taxonomic is seeking an experienced Senior Tax Staff / Tax Preparer to join our team. This role is responsible for preparing and reviewing a wide range of tax returns, supporting client relationships, and assisting in the development of junior staff.

Our firm works with individuals, closely held businesses, and high-net-worth clients, providing both tax compliance and planning services.

Key Responsibilities

• Prepare, review, and analyze federal, state, and local tax returns for individuals, corporations, partnerships, estates, and trusts with accuracy and efficiency.
• Conduct detailed tax research on complex issues such as estate planning, securities law, Mergers & Acquisitions, and regulatory reporting requirements.
• Assist clients with tax planning strategies to minimize liabilities while ensuring compliance with GAAP (Generally Accepted Accounting Principles) and other regulatory standards.
• Support audit processes by providing necessary documentation and explanations related to tax positions taken on returns.
• Review tax returns prepared by staff and provide detailed feedback.
• Work directly with clients to gather information and address tax matters.
• Prepare and review quarterly estimated tax calculations.
• Respond to IRS and state notices and support audit requests.
• Utilize advanced accounting and tax software such as QuickBooks, Xero, Sage, Lacerte, ProSeries, CCH or similar platforms and software tools.
• Perform detailed account reconciliation tasks including account analysis, and balance sheet reconciliation to ensure accuracy of financial data.
• Conduct tax research and document conclusions.
• Manage multiple client engagements and meet deadlines.
• Assist in training and mentoring junior staff.
• Support internal process improvements.
• Engage in continuous professional development by staying current on changes in tax laws, securities law updates, and industry best practices related to public accounting and private equity.

Qualifications

• Bachelor's degree in Accounting, Finance or a related field; CPA or equivalent certification preferred.
• 3–6+ years of public accounting experience in tax.
• Proven experience in tax preparation with a strong understanding of tax accounting principles, including double entry bookkeeping and financial analysis.
• Extensive knowledge of individual and corporate tax accounting, and regulatory reporting standards.
• Familiarity with accounting and tax software such as QuickBooks, Xero, Sage, Lacerte, ProSeries, CCH or similar platforms; proficiency in financial and tax software is required.
• Strong analysis skills with the ability to interpret complex financial data and prepare detailed reports.
• Experience working within public accounting firms or corporate finance departments is preferred.
• Demonstrated understanding of GAAP standards along with technical expertise in auditing procedures and financial statement preparation.
• Excellent organizational skills with attention to detail; ability to manage multiple deadlines efficiently.
• Strong communication skills for client interaction as well as collaboration within teams on technical accounting and tax issues.

Join us if you’re passionate about delivering high-quality tax services while leveraging your comprehensive knowledge of financial concepts!

*All tax preparation and review work is performed in-house (no outsourcing or offshore teams).

Pay: $80,000.00 - $115,000.00 per year

Benefits:

• Continuing education credits
• Paid time off
• Retirement plan
• Work from home

Education:

• Bachelor's (Required)

Work Location: Remote