Senior Tax Accountant – Complex Business Returns

Tax Alchemy

. Prepare complex federal, state, and local returns for partnerships (Form 1065), S corporations (Form 1120-S), C corporations (Form 1120), and individuals (Form 1040), including supporting schedules and workpapers .

Posted 11/3/2026full-timeRemote • California • United StatesSenior💰 $80,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced technical proficiency in federal, state, and local tax preparation for various entities, including partnerships, S corporations, and C corporations. Capable of managing complex client returns, ensuring compliance, and providing strategic tax planning while maintaining high-quality standards and effective client communication.

Highest-signal resume keywords

Tax Preparation ExperienceMultistate Taxation KnowledgeCPA License or EA CredentialProfessional Tax Software ProficiencyClient Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationFinancial Statement AnalysisBasis CalculationsDepreciation SchedulesBook-to-Tax AdjustmentsTax ResearchTax PlanningAudit SupportAdjusting EntriesTax Projections

Soft Skills

Organizational SkillsAnalytical SkillsMentoring SkillsClient Relationship BuildingAdaptability

Tools & Technologies

UltraTaxCanopySurePrepMicrosoft ExcelGoogle WorkspaceCRM Systems

Certifications & Qualifications

CPA LicenseEnrolled Agent CredentialMaster’s Degree in Taxation

Industry Keywords

Partnership TaxationS Corporation TaxationC Corporation TaxationHigh-Net-Worth IndividualsClosely Held BusinessesRental Real EstatePassive Activity RulesTax ComplianceTax NoticesWorkflow Management

About the role

Key responsibilities & impact

Prepare complex federal, state, and local returns for partnerships (Form 1065), S corporations (Form 1120-S), C corporations (Form 1120), and individuals (Form 1040), including supporting schedules and workpapers
Handle complicated client returns involving multiple entities, multistate operations, high-net-worth individuals, rental real estate, ownership changes, and business transactions
Review financial statements, trial balances, and general ledger activity; identify discrepancies and prepare adjusting entries and book-to-tax reconciliations
Calculate and maintain depreciation schedules, shareholder and partner basis, capital accounts, loss limitations, and tax carryforwards
Prepare estimated tax calculations, extensions, amended returns, and tax projections
Produce organized, review-ready returns and workpapers; resolve review comments promptly and accurately
Research complex tax issues, document conclusions, and escalate significant risks or uncertain positions to the Tax Manager
Manage assigned engagements from document collection through filing, proactively addressing missing information and communicating potential delays
Maintain workflow records and meet production targets, internal deadlines, and filing deadlines
Communicate with clients regarding documentation, tax implications, payment obligations, and filing status
Identify tax planning opportunities and coordinate recommendations with the Tax Manager and advisory team
Prepare responses to federal and state tax notices and assist with audit support
Mentor team members and contribute to technical training, the company knowledge base, and process improvements
Stay current on tax law changes and maintain client confidentiality and secure handling of financial information
Explain complex tax matters clearly, address client questions professionally, and build effective client relationships

Requirements

What you’ll need

Three to six years of progressively responsible tax preparation experience, including substantial hands-on experience with complex business and individual returns
Advanced technical proficiency in partnership, S corporation, C corporation, and individual taxation
Demonstrated ability to independently prepare complicated client returns with limited supervision and minimal substantive corrections
Strong working knowledge of multistate taxation, pass-through entities, basis calculations, capital accounts, depreciation, passive activity rules, and book-to-tax adjustments
Ability to interpret financial statements, reconcile accounts, and identify accounting issues affecting tax preparation
Proven ability to manage a high-volume workload, adapt to changing priorities, and meet deadlines while maintaining quality
Bachelor’s degree in Accounting, Finance, Taxation, or a related field
Active pursuit of a CPA license or Enrolled Agent (EA) credential; completed credential preferred
Proficiency with professional tax preparation software, Microsoft Excel, Google Workspace, and workflow or CRM systems
Strong analytical, tax research, organizational, and client communication skills
Ability to work independently and collaborate effectively with a remote team
Preferred: Active CPA license or EA credential
Preferred: Master’s degree in Taxation
Preferred: Public accounting experience serving closely held businesses and high-net-worth individuals
Preferred: Experience using UltraTax, Canopy, and SurePrep
Preferred: Experience mentoring junior tax professionals and improving preparation workflows

Benefits

Comp & perks

Remote work
Medical, dental, vision, life, and voluntary life insurance
401(k) with company match
Paid vacation and sick days
Paid holidays
Continuing education
Teambuilding events