Job Description
Job Description
Senior Tax Accountant / Tax Manager (CPA Firm Experience Required)
Full-Time | Public Accounting | Succession Opportunity
Are you a CPA with strong tax preparation experience who enjoys working directly with clients—but is ready to step away from the pressure and politics of large CPA firms?
We are an established, well-respected CPA firm seeking a Senior Tax Accountant / Tax Manager to join our team. This role focuses on tax preparation, compliance, and planning for a diverse client base, with a clear long-term opportunity to buy out the practice for the right individual.
This is an ideal role for a CPA who wants stability, autonomy, meaningful client relationships, and a future ownership path—without new client quotas or Big Firm burnout.
Key Responsibilities
-
Prepare and review individual, corporate, partnership, and trust tax returns
-
Manage tax compliance and filings while ensuring adherence to federal and state regulations
-
Provide proactive tax planning and advisory support to clients
-
Identify tax-saving strategies and communicate recommendations clearly
-
Work directly with clients to gather information and answer tax-related questions
-
Research tax laws and stay current on regulatory changes
-
Collaborate with firm leadership and support staff as needed
Qualifications
-
Active CPA license (required)
-
Bachelor’s degree in Accounting, Taxation, or related field
-
5+ years of tax experience in a CPA firm or public accounting environment preparing tax returns
-
Strong knowledge of GAAP, tax compliance, and tax planning
-
Experience with tax software such as Intuit ProSeries, & QuickBooks
-
Proficient in Microsoft Excel and standard accounting tools
-
Strong organizational, analytical, and client communication skills
-
Ability to manage deadlines during tax season (extended hours as needed)
Why Join Us
-
Competitive compensation + bonus opportunities
-
Clear path to future practice ownership / buyout
-
Medical & dental insurance
-
Health Savings Account (HSA)
-
No new-client sales quotas – established firm with a loyal client base
-
Supportive, small-firm environment
-
Emphasis on work-life balance outside of tax season
-
Every day is Business Casual Day
Company DescriptionPaul Bilotta CPA Firm is a privately owned Certified Public Accounting Firm that specializes in individual, corporate, and trust tax return preparation and consultation. The firm is a sole proprietorship that has been in business for over 20 years and has over 500 loyal clients comprised of individual tax payers and large and small businesses from a variety of industries. Paul Bilotta CPA takes pride in providing personalized attention to all the firms clients. The firm offers a supportive work environment with room for growth.
Company Description
Paul Bilotta CPA Firm is a privately owned Certified Public Accounting Firm that specializes in individual, corporate, and trust tax return preparation and consultation. The firm is a sole proprietorship that has been in business for over 20 years and has over 500 loyal clients comprised of individual tax payers and large and small businesses from a variety of industries. Paul Bilotta CPA takes pride in providing personalized attention to all the firms clients. The firm offers a supportive work environment with room for growth.