AO: Remote Senior Tax Accountant

Job Title: Remote Senior Tax Accountant

Job ID: 962960

Date Posted: October 31, 2025

Employment Type: Full-time

Hiring Company: Confidential

Location: US Remote. Applicants must be located in the United States.

Base Salary: $150,000 – $250,000 DOE
Commensurate with experience and qualifications.

Role Summary

Join a long-standing firm known for providing cutting-edge, tax-smart wealth management and accounting services, primarily to dental practices and high-net-worth individuals. As a Senior Tax Accountant, you will be a key financial partner, focusing on preparing complex returns, delivering proactive tax planning, and managing the core bookkeeping for small business clients within a collaborative and education-focused environment.

Key Responsibilities

• Tax Preparation & Filing: Prepare complex corporate, S-Corp, partnership, estate, and trust tax returns, as well as individual tax returns.
• Client Advisory: Build and maintain strong relationships with a list of business clients, and discuss and finalize tax returns directly with individuals.
• Tax Planning: Provide valuable tax planning advice and actively assist clients with implementing tax-saving strategies.
• Research & Support: Perform necessary tax research to ensure compliance and identify opportunities for clients.
• Bookkeeping & Maintenance: Maintain books and records for small business clients, including reconciling bank statements, credit cards, and loan statements, and performing year-end book closings.

Qualifications/Requirements

• Education: Bachelor’s degree in accounting or finance.
• Experience: 6+ years of tax preparation experience.
• Certification: Must hold either an Enrolled Agent (EA) or Certified Public Accountant (CPA) certification.
• Client Focus: Experience working with small business clients is required.
• Technical Skills: Proficient with QuickBooks and experience working with Lacerte or similar professional tax software.
• Personal Attributes: Highly organized, detail-oriented, with strong interpersonal skills and effective written and verbal communication.