Senior Accountant

Join CSI Group - A Thriving Career Awaits You

About CSI Group

CSI Group is a leading financial services firm transforming how America's middle class experiences financial securit. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class.

Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidance accessible and affordable for all-because everyone deserves confidence in their financial future.

At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.

These values aren't just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.

Position Overview

The Senior Accountant - Business Services Specialist serves as a key leader within our Business Services practice, overseeing comprehensive tax, accounting, and advisory support for our business clients. This role is responsible for managing all aspects of business tax preparation and compliance, ensuring accuracy, efficiency, and adherence to regulatory requirements. In addition to tax responsibilities, this position leads ongoing accounting and bookkeeping functions, providing clients with high-quality financial insights that strengthen operational health and support long-term growth.

As a senior member of the team, this individual acts as a trusted advisor-guiding clients through complex tax matters, identifying planning opportunities, and delivering proactive recommendations that enhance financial outcomes and reinforce our commitment to exceptional client service.

Key Responsibilities

Tax Preparation & Compliance Leadership

• Oversee the complete tax processing lifecycle for business clients, including accurate and timely preparation and filing of federal, state, and local tax returns.
• Conduct detailed reviews of financial statements, tax schedules, and supporting documentation to ensure accuracy and compliance.
• Maintain deep subject matter expertise in business taxation to proactively identify risks, opportunities, and tax-saving strategies.
• Ensure all regulatory deadlines are met by effectively managing workflow, client communication, and internal collaboration.

• Serve as a strategic advisor on tax planning, compliance best practices, and financial optimization.
• Collaborate directly with business clients to gather required tax information and provide clear guidance throughout the process.
• Translate complex tax and accounting concepts into practical, actionable insights for business owners and leadership teams.
• Assist clients through audits, notices, or tax authority inquiries, representing their interests and ensuring timely resolution.

• Lead monthly, quarterly, and annual accounting/bookkeeping functions to ensure books are complete, accurate, and ready for tax preparation.
• Analyze financial records to identify trends, discrepancies, or areas for improvement.
• Ensure accounting work aligns with tax deadlines and deliverables to support efficient preparation of business returns.

• Continuously evaluate and enhance processes to improve accuracy, efficiency, and client experience.
• Partner closely with internal accounting, finance, and advisory teams to address tax-related issues and ensure seamless service delivery.
• Maintain up-to-date knowledge of evolving tax laws, regulatory requirements, and professional best practices.

• Bachelor's degree in Accounting, Finance, Business, or a related field.
• Significant business tax experience may be considered in lieu of certification.
• Demonstrated experience preparing and reviewing business tax returns (e.g., 1120, 1120S, 1065, Schedule C's) and supporting schedules.
• Strong understanding of federal, state, and local tax regulations applicable to small and mid-sized businesses.
• Proven ability to manage multiple clients, priorities, and deadlines in a dynamic environment.
• Exceptional analytical, problem-solving, and documentation skills with a meticulous attention to detail.
• Excellent communication skills with the ability to provide clear and concise guidance to clients and internal stakeholders.
• Proficiency with tax software systems, QuickBooks, and Microsoft Office (Excel, Word, etc.).