Senior Tax Professional

Senior Individual Tax Professional

Role Overview The firm's principal is looking for an experienced tax professional to serve as a genuine second-in-command. The goal is to offload end-to-end return preparation and eventually client-facing advisory work, freeing the principal to focus on growth.

Key Responsibilities

• Prepare and review entity tax returns end-to-end: 1065 Partnerships and 1120-S S-Corps
• Handle client communication primarily via written channels (TaxDome CRM portal, email); occasional video calls
• Assist in developing and delivering tax planning strategies for small-to-mid-size business clients
• Step into advisory engagements over time as trust and familiarity with the client base grows
• Maintain accurate documentation and client records within TaxDome
• Flag complex issues and coordinate with the principal on higher-level decisions
• Contribute to process improvement as the firm continues to shift from compliance to advisory work

Requirements

• Minimum 5 years of hands-on experience in US taxation
• Strong proficiency in 1065 Partnership and 1120-S S-Corp return preparation — this is the core of the role
• Proficiency in ProConnect tax software (required; all firm work is done here)
• Advanced English proficiency. Written communication quality is critical given client-facing nature of the role
• Ability to work independently with high attention to detail and strong deadline management
• Comfortable operating with autonomy. The expectation is to own your work, not wait for direction on routine tasks
• Reliable home office setup with stable internet connection

Nice to Have

• Big Four or large public accounting firm background — candidates looking for a healthier work-life balance are especially encouraged to apply
• Experience with individual tax (1040) as a complement to entity work
• CPA or equivalent certification
• Exposure to US tax planning and advisory engagements beyond pure compliance
• Familiarity with TaxDome (easy to learn, but a plus)