Senior Tax & Accounting Advisor Uday K Patel, CPA Glastonbury, CT Job Details Full-time $85,000 - $115,000 a year 1 day ago Benefits Paid training Continuing education credits Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Opportunities for advancement Qualifications Computer operation Customer communication Teamwork CPA Professional ethics Writing skills Research Bachelor's degree Desktop applications Managing projects Productivity software Bachelor's degree in accounting Project leadership Delegation Time management Full Job Description About Us Uday K. Patel CPA LLC is a modern, technology-driven public accounting and advisory firm dedicated to helping closely held businesses and their owners succeed. We believe accounting firms should be proactive advisors—not simply tax preparers. Our team partners with clients throughout the year by providing accounting, tax compliance, advisory, consulting, and business support services, leveraging cloud technology, automation, and artificial intelligence to deliver efficient, high-quality client service. Our clients span a wide range of industries, including restaurants and franchise groups, hospitality, retail, professional services, real estate, and other entrepreneurial businesses. As our firm continues to grow, our professionals have opportunities to expand beyond traditional tax work into advisory, consulting, technology implementation, process improvement, and leadership roles. We are seeking a highly motivated Senior Tax & Accounting Advisor who enjoys solving complex problems, building trusted client relationships, embracing technology, and helping shape the future of a growing CPA firm. Position Summary This is an end-to-end client management role. You'll own a portfolio of business and individual clients from accounting and tax compliance through planning, advisory, research, and ongoing consulting while mentoring staff and helping improve firm operations. Primary Responsibilities Client Relationship Management Serve as the primary point of contact for a portfolio of business and individual clients. Build trusted, long-term relationships by providing timely, proactive, and professional communication. Understand each client's business operations, goals, and challenges to provide meaningful recommendations. Manage client engagements from initial information gathering through final deliverables. Proactively identify issues, communicate recommendations, and ensure all client matters are completed timely with minimal partner oversight. Accounting & Financial Oversight Review bookkeeping records, financial statements, and supporting schedules for accuracy, completeness, and compliance. Identify accounting errors, inconsistencies, and opportunities for process improvements. Research and resolve complex accounting matters. Assist clients with accounting system improvements and software implementations when appropriate. Tax Compliance Prepare and review complex federal and state income tax returns (individuals, partnerships, corporations, etc.) Analyze complex tax issues affecting business owners. Business Advisory & Consulting Identify tax planning opportunities throughout the year. Assist clients with entity structure, operational improvements, and business decisions. Research federal, state, and local tax matters. Recommend accounting, operational, and technology solutions that improve client efficiency. Participate in consulting and special projects as assigned. Compliance & Government Agencies Research and respond to IRS, state, and local taxing authority notices. Prepare supporting documentation and correspondence. Represent clients before taxing authorities as authorized. Assist with audits, examinations, and other governmental inquiries. Support business compliance requirements including sales tax, personal property tax, annual reports, and other state and local filings. Leadership & Team Development Review work prepared by staff accountants. Mentor and train junior professionals. Provide constructive feedback and technical guidance. Assist with workload management and project delegation. Promote firm standards for quality, efficiency, professionalism, and client service. Contribute to the development of internal procedures, documentation, and best practices. Required Qualifications Education & Experience Active Certified Public Accountant (CPA) license or successful completion of all four sections of the Uniform CPA Examination with eligibility for licensure upon satisfying applicable experience requirements. Bachelor's degree in Accounting Minimum of 5-7 years of progressive public accounting experience or equivalent experience. Competency Proficient in use of computers and basic software applications Good written and verbal communication skills Excellent analytical and problem-solving skills. Ability to thrive in a team-oriented environment Excellent project management, analytical, and interpersonal skills Strong Time management skills, ability to meet deadlines To confirm that you carefully reviewed this posting, please answer the following question in your email according to the "Application Instructions" section at the bottom: If you could have any superpower, what would it be and why? Knowledge & Skills Professional appearance and demeanor Client-focused, team-oriented work ethic, delivering high-quality results Committed to integrity and ethical business standards Cooperative, flexible, ability to multi-task and complete assignments within time constraints and deadlines. Growth potential with opportunities for upward advancement Ability to work increased hours during seasonal periods. Working Conditions Ability to sit and/or use a computer for extended periods of time. Ability to travel by air and car, if required. Ability to carry and transport bags, computers, etc. Overtime work required periodically throughout year. Total hours generally range from 2,080-2,300, including PTO Preferred Experience Experience with UltraTax CS, QuickBooks, Microsoft 365, cloud-based accounting and document management software, workflow platforms, research databases, and artificial intelligence productivity tools. Application Instructions Please submit your resume along with a brief email to .

Job Type:

Full-time Pay:

$85,000.00 - $115,000.00 per year

Benefits:

401(k) 401(k) matching Continuing education credits Dental insurance Health insurance Opportunities for advancement Paid time off Paid training Vision insurance Application Question(s): As a service business, the ability of our staff to provide excellent customer service is paramount. Please give us an example of a high-stress situation where you provided exceptional customer service: Please give us an example of a situation when automated or streamlined a process:

Education:

Bachelor's (Required)

Experience:

Tax & Accounting:

5 years (Required)

License/Certification:

CPA (Required)

Work Location:

In person