Job Description
Job Description
Reports To: Tax Manager
FLSA Status: Exempt
Location: Dublin, OH
Department: Tax Services
Position Summary:
The Senior Staff Accountant plays a critical role in supporting the firm’s tax services by preparing complex tax returns, conducting tax research, and assisting with client engagements. This position requires strong technical skills, attention to detail, and the ability to work independently while also collaborating with managers and partners. The Senior Staff Accountant serves as a key contributor to client service delivery, providing accurate and timely compliance work, identifying planning opportunities, and supporting the professional development of junior staff.
Key Responsibilities:
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Oversee and review the preparation of federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.
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Provide strategic tax planning and consulting services to clients in various industries.
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Conduct tax research and stay informed on current tax legislation to ensure compliance and maximize client benefits.
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Manage multiple engagements and ensure client deadlines and budgets are met.
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Communicate effectively with clients, partners, and team members on technical matters and engagement progress.
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Identify and assist in the implementation of process improvements for tax workflow and client service delivery.
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Assist in training and mentoring junior staff on tax preparation procedures, software, and best practices.
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Assist with business development efforts and participate in client proposal processes.
Qualifications:
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CPA license required.
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Bachelor’s degree in Accounting or related field; Master’s in Taxation preferred.
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3+ years of progressive tax experience in public accounting
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Strong technical knowledge of Ohio state tax laws and regulations, including multi-state and federal taxation.
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Proficiency in tax preparation and research software (e.g., CCH Axcess, ProSystem fx, GoSystem, BNA, or similar).
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Excellent organizational, project management, and communication skills.
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Ability to work independently, manage multiple priorities, and meet deadlines.
Career Path
This position is designed for an experienced tax professional looking to advance into a supervisory or manager-level role. Success in this position can lead to promotion to Tax Manager and beyond.
Similar Titles:
Senior Tax Associate, Senior Accountant – Tax Services, Senior Tax Preparer – Public Accounting, Tax Senior – Individual, Corporate & Partnership Returns
Keywords: Tax return preparation (individuals, corporations, partnerships, fiduciaries), Strategic tax planning, Tax research and analysis, Tax compliance and legislation updates, Tax engagement management, Client communication and advisory, Process improvement in tax workflow, Staff training and mentoring (tax software, best practices), Client proposal and business development, CCH Axcess, ProSystem fx, GoSystem Tax RS, BNA Income Tax Planner, Tax preparation software, Tax research tools, Project management in accounting, Accounting workflow optimization, CPA licensed accountant, Bachelor’s in Accounting, Master’s in Taxation, Public accounting experience, Ohio tax laws expert, Federal and multi-state taxation, Tax legislation compliance, Ohio tax accountant, Midwest tax compliance specialist, Public accounting firm – Ohio, Tax advisor for small to mid-sized businesses
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