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Tax Senior
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Lipschultz, Levin & Gary L.L.C. CPA
Northbrook, IL (In Person)
Full-Time
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Job Description
Tax SeniorPosition OverviewWe are seeking an experienced Tax Senior to lead client tax engagements, ensure accurate and timely preparation and review of federal and state tax returns, and provide technical guidance to junior staff. The Tax Senior will manage a portfolio of individual and business clients, perform tax research, communicate complex tax issues to clients, and help drive process improvements to ensure compliance and high-quality service delivery.
Key ResponsibilitiesLead and manage multiple tax engagements from planning through filing, ensuring deadlines and quality standards are metPrepare and review federal and state income tax returns for individuals (Form 1040) and businesses (Forms 1065, 1120, 1120S) with a focus on accuracy and complianceSupervise, mentor, and review work of junior tax staff and seasonal team members, providing constructive feedback and trainingConduct technical tax research, interpret tax law changes, and apply findings to client situationsCommunicate directly with clients to gather information, explain tax positions, resolve issues, and recommend tax planning strategiesCoordinate with engagement partners and other service lines to address complex client needs and ensure seamless deliveryIdentify and implement process improvements and leverage tax technology to increase efficiency and reduce riskAssist with tax planning projects, projections, and estimated tax calculationsQualificationsMinimum 3-5 years of progressive experience in public accounting or corporate tax, including prior experience as a Tax Senior (required)Demonstrated experience preparing and reviewing Forms 1040, 1065, 1120, and 1120S (preferred)EA or CPA designation preferred (nice to have)Strong technical knowledge of U.S. federal and state tax rules, regulations, and filing requirementsProven experience supervising and reviewing staff work, with strong coaching and mentoring skills (Prep and Review experience a plus)Excellent written and verbal communication skills with the ability to explain complex tax concepts to clientsProficiency with tax preparation software and Microsoft Excel; comfortable learning new technologiesAbility to manage competing priorities, meet tight deadlines, and maintain high attention to detailBachelors degree in Accounting, Finance, or related field; Masters in Taxation or related advanced coursework is a plusHigh ethical standards and commitment to confidentiality and professional responsibility
Key ResponsibilitiesLead and manage multiple tax engagements from planning through filing, ensuring deadlines and quality standards are metPrepare and review federal and state income tax returns for individuals (Form 1040) and businesses (Forms 1065, 1120, 1120S) with a focus on accuracy and complianceSupervise, mentor, and review work of junior tax staff and seasonal team members, providing constructive feedback and trainingConduct technical tax research, interpret tax law changes, and apply findings to client situationsCommunicate directly with clients to gather information, explain tax positions, resolve issues, and recommend tax planning strategiesCoordinate with engagement partners and other service lines to address complex client needs and ensure seamless deliveryIdentify and implement process improvements and leverage tax technology to increase efficiency and reduce riskAssist with tax planning projects, projections, and estimated tax calculationsQualificationsMinimum 3-5 years of progressive experience in public accounting or corporate tax, including prior experience as a Tax Senior (required)Demonstrated experience preparing and reviewing Forms 1040, 1065, 1120, and 1120S (preferred)EA or CPA designation preferred (nice to have)Strong technical knowledge of U.S. federal and state tax rules, regulations, and filing requirementsProven experience supervising and reviewing staff work, with strong coaching and mentoring skills (Prep and Review experience a plus)Excellent written and verbal communication skills with the ability to explain complex tax concepts to clientsProficiency with tax preparation software and Microsoft Excel; comfortable learning new technologiesAbility to manage competing priorities, meet tight deadlines, and maintain high attention to detailBachelors degree in Accounting, Finance, or related field; Masters in Taxation or related advanced coursework is a plusHigh ethical standards and commitment to confidentiality and professional responsibility