Senior Tax Accountant / Senior Tax Preparer
Trueline · Rochester, Minnesota, United States · $90k–$125k
Posted 1 day ago
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Skills
Tax preparationTax returnsTax planningClient communicationMentoringAccounting software
Benefits
- ✓Retirement plan
- ✓Life insurance
- ✓Long-term disability
- ✓Paid time off
- ✓Personal tax preparation
- ✓Healthcare stipend
- ✓Discounted tax preparation
Job description
A growing boutique tax and accounting firm serving individuals and small businesses, is seeking a **Senior Tax Accountant / Senior Tax Preparer** to join its team in Rochester, MN, with flexible hybrid options available. This is an opportunity for an experienced tax professional to manage client engagements independently, mentor developing accountants, and enjoy a more flexible schedule outside of tax season without the audit demands of a traditional full-service accounting firm.
**What You'll Do as the Senior Tax Accountant / Senior Tax Preparer:**
- Prepare and review federal and applicable state tax returns for individuals, partnerships, and S corporations.
- Independently handle Forms 1040, 1065, and 1120S from initial preparation through completion.
- Review returns completed by junior accountants and provide clear, constructive feedback.
- Serve as a trusted point of contact for clients, answering questions and coordinating tax-related needs.
- Manage multiple client engagements while maintaining accuracy and meeting filing deadlines.
- Support tax planning conversations and identify opportunities to help clients make informed financial decisions.
- Train and mentor less-experienced tax professionals, helping them strengthen their technical skills and confidence.
- Collaborate with colleagues to improve workflows, maintain quality, and manage seasonal workloads.
- Contribute ideas that support the firm's continued growth and professional development efforts.
**Must-Haves as the Senior Tax Accountant / Senior Tax Preparer:**
- At least 5 years of substantial, hands-on tax preparation experience, ideally in public accounting or a tax-focused firm.
- Strong experience preparing Forms 1040, 1065, and 1120S.
- Ability to independently complete individual and business tax returns with limited oversight.
- Experience reviewing tax returns and identifying errors or needed adjustments.
- Solid understanding of federal and applicable state individual and business taxation.
- Ability to manage multiple engagements, priorities, and client deadlines.
- Strong client communication and relationship management skills.
- Willingness to coach and support junior tax professionals.
- Comfort with the extended hours associated with peak tax season.
- Ability to meet agreed onsite expectations in Rochester, MN.
**Nice-to-Haves as the Senior Tax Accountant / Senior Tax Preparer:**
- CPA or Enrolled Agent (EA) designation.
- 10+ years of tax preparation and review experience, particularly for candidates without a CPA or EA.
- Experience supervising, training, or mentoring junior accountants.
- Ownership of an established portfolio of individual and business tax clients.
- Experience with quarterly tax planning, consulting, or advisory services.
- Background with a local, regional, or national public accounting firm.
- Bachelor's degree in Accounting or related advanced education.
- Interest in growing into additional technical or team leadership responsibilities.
**The Company Offers:**
- Competitive base compensation generally ranging from $90,000-$125,000+, depending on experience and qualifications.
- Flexibility to consider higher compensation for exceptional candidates.
- Potential bonus or performance-based compensation, subject to confirmation.
- A four-day office schedule, Monday through Thursday, during much of the May-December off season.
- Hybrid flexibility, generally 2-3 onsite days per week during busy season and 1-2 onsite days per week during the off season.
- Retirement plan.
- Life insurance and long-term disability insurance.
- Paid time off and applicable paid sick/safe time.
- Complimentary personal tax preparation.
- Discounted tax preparation for friends and family.
- Potential healthcare stipend or additional compensation to help offset individual coverage costs, subject to agreement.
- A collaborative, tax-focused environment without audit or assurance assignments.
- Direct client relationships, professional autonomy, and opportunities to mentor junior staff.
- Potential for expanded leadership responsibilities as the firm grows.
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