Please send resume if you are interested in a Tax Senior opening
with an investment & tax advisory firm located in Merrillville,
IN 46410. Salary is in the $80K-$110K range depending on
experience with AMAZING benefits. The individual will have an
opportunity to grow into a manager role in the future. If you are
not interested in this position, please pass onto
colleagues/associates as we do offer referral fees should they be
hired.
Title: Tax Senior
Location: Merrillville, IN 46410
Payrate: $80K-$110K
Work Environment: Onsite
Term: Full-time
Bachelor’s degree required: Preferred
Referral Fee: $500- should your referral start with our client
Please send an updated resume in Microsoft Word format
Job Description:
The Tax Senior will be integral to ensuring the accuracy and
compliance of tax filings. Client is looking to hire a highly
skilled motivated individual to prepare and review various types
of tax returns, as well as nurture client relationships. This
position is meant to build confidence and prepare for future
professional growth.
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.
QUALIFICATIONS:
· 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
