We are a growing, tech-forward CPA firm serving businesses, entrepreneurs, and high-net-worth individuals nationwide. We focus on high-quality tax work, proactive planning, and long-term client relationships, not volume or churn.
We are looking for a Tax Senior who wants to do solid technical work, take ownership of returns, and play a key role in building a scalable firm.
This is not a churn-and-burn role. You will work closely with a Tax Manager and Partner, have clear expectations, and be trusted with meaningful responsibility.
What You’ll Do
Prepare and review complex tax returns, including:
Individual returns with K-1s, real estate, and investments
S corporations and partnerships
Multi-state returns
Serve as a technical buffer between staff and the Tax Manager
Translate review notes into clean, final workpapers
Research tax issues and summarize conclusions clearly
Communicate directly with clients on routine tax matters
Help improve workflows, templates, and documentation
Mentor junior and staff-level accountants as the team grows
What We’re Looking For
4–7 years of public accounting tax experience
Strong experience with 1040s, 1120s, 1120S, and 1065s
Comfortable owning returns from start to finish
Able to spot issues and propose solutions, not just ask questions
Organized, detail-oriented, and process-minded
CPA license preferred, or actively pursuing
Our Tech Stack
UltraTax for tax preparation
SurePrep for OCR and document processing
TaxDome for workflow and client portal
QuickBooks Online and Desktop
Cloud-based virtual desktop environment
Why Us
Direct access to firm leadership
Thoughtful growth, not burnout
Opportunity to help shape processes as we scale
High-quality client base with interesting work
Clear path to increased responsibility and leadership
