Description:

Sr. Tax Accountant | $80K-$100K DOE Waverly, IA | Full-Time | Hybrid - Minimum 3 Days In-Office Public Accounting | Tax Services Elizabeth Banzhaf, LPN Co-Founder & COO |

Heartline Staffing Call or Text:

272-230-3157

LinkedIn:

View Elizabeth's LinkedIn Prefer a confidential conversation instead of applying? Call or text Elizabeth directly at 272-230-3157 . Heartline Staffing is recruiting a Sr. Tax Accountant for a full-time hybrid opportunity in Waverly, Iowa. This position is designed for an experienced public accounting professional with a strong background in complex corporate, partnership and individual taxation who is looking for long-term career growth and the opportunity to pursue firm ownership. The Sr. Tax Accountant will provide tax planning and preparation for a diverse client base while serving as a trusted advisor on complex tax matters. The role also includes technical research, compliance oversight and guidance of junior accounting staff as needed.

COMPENSATION

$80,000-$100,000 DOE

HYBRID SCHEDULE

Minimum 3 days per week in the Waverly office

TAX PREPARATION & PLANNING

Lead the preparation and review of complex federal and state tax returns Prepare and review individual tax returns Prepare and review C-Corporation tax returns Prepare and review S-Corporation tax returns Prepare and review Partnership tax returns Provide sophisticated tax planning for a diverse client base

COMPLIANCE & TECHNICAL RESEARCH

Ensure filings comply with current IRS and Iowa state tax laws Stay current with changing tax legislation Provide proactive tax guidance to clients Conduct in-depth research on complex tax issues Support client strategies and assist with IRS or state-level inquiries

CLIENT ADVISORY

Serve as a trusted advisor to clients Provide comprehensive financial solutions based on clients' personal and professional circumstances Support client retention and the development of new financial solutions

MENTORSHIP

Provide guidance to junior accounting staff as needed Provide technical review to support accuracy and professional development

CAREER GROWTH

Opportunity to pursue firm ownership for high-performing senior professionals

BENEFITS

Medical, dental and vision insurance Company contributes $425 per month toward employee medical benefits Company-paid life insurance Maternity and fraternity leave policies Firm-sponsored retirement planning options Firm ownership opportunity for high-performing senior professionals

Requirements:

5+ years of progressive public accounting experience specifically involving corporate, partnership and individual taxation

REQUIRED

Local candidate residing in or willing to commute to Waverly, IA

REQUIRED

Ability to work in the Waverly office at least 3 days per week

REQUIRED

Experience with standard tax preparation and accounting software such as UltraTax, CCH or similar

REQUIRED U.S.

Citizen or Permanent Resident work authorization

REQUIRED PREFERRED CPA

(Certified Public Accountant) or EA (Enrolled Agent) Desire to pursue firm ownership opportunities within a growing regional practice Familiarity with the financial needs of businesses and individuals along the US 20 corridor Not ready to formally apply? That's completely fine. Many experienced accounting professionals prefer a confidential conversation first. Call or text Elizabeth directly at 272-230-3157 .