Tax Senior

17 hours ago


Merrillville, Indiana, United States AMS Staffing Inc. Full time
Tax Senior Job Description

We are seeking a highly skilled Tax Senior to join our team at an investment and tax advisory firm in Merrillville, IN. As a Tax Senior, you will play a critical role in ensuring the accuracy and compliance of tax filings.

Key Responsibilities:

  • Prepare and review complex individual and business tax returns, including federal, state, and local taxes.
  • Manage multiple client accounts, ensuring all tax filings are completed accurately and timely.
  • Communicate with clients to gather necessary information, address concerns, and provide expert tax advice.
  • Identify tax planning opportunities and recommend strategies to clients to minimize tax liabilities.
  • Perform thorough tax research and analysis on various tax issues.
  • Stay current with changes in tax laws and regulations to ensure compliance and to optimize tax strategies.
  • Cooperate and collaborate with other team members to provide superior and comprehensive client service.

Requirements:

  • Bachelor's degree in accounting or finance.
  • CPA license or Enrolled Agent designation preferred.
  • Current PTIN and ability to sign returns as the preparer.
  • Relevant work experience including at least 5 tax seasons, with at least 2 years in a senior role.
  • Strong work ethic and attention to detail with a high degree of accuracy.
  • Excellent analytical and problem-solving skills.
  • Excellent cultural fit.
  • Highly ethical with the ability to handle confidential information with integrity.
  • The ability to work effectively in a dynamic team environment with all levels of staff personnel.
  • Lacerte Software knowledge is preferred but not required.
  • Proficiency with Microsoft programs (Word, Excel, etc.).
  • Strong understanding of tax codes and regulations.

What We Offer:

A competitive salary in the range of $80K-$110K, depending on experience, and AMAZING benefits. The opportunity to grow into a manager role in the future and a referral fee of $500 for successful referrals.

Please send an updated resume in Microsoft Word format to apply for this exciting opportunity.


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