Role Overview

The Tax Senior plays a key role within the firm’s tax practice, responsible for preparing and reviewing complex individual, trust, and business tax returns while ensuring compliance with current federal, state, and local tax laws. This individual collaborates with clients, and cross-functional teams to identify strategic tax planning opportunities and maintain accurate financial documentation.

Responsibilities

Tax Preparation & Review  

• Prepare and review complex tax returns for individuals, partnerships, corporations, estates, and trusts.
• Analyze financial data and ensure accuracy and completeness of supporting documentation.
• Stay current with evolving tax codes, regulations, and compliance requirements.
• Identify opportunities for tax savings, credits, and deferrals through proactive analysis.
• Support internal team during tax season to ensure timely and accurate filing.

Client Relationship Management  

• Collaborate with clients to gather required tax information and clarify documentation needs.
• Assist in communicating complex tax concepts in a clear and practical manner.
• Participate in client meetings to discuss filings, planning strategies, and recommendations.
• Identify potential prospective clients and work with leaders to determine if our services are a fit for the clients need and onboard new clients.

Collaboration & Team Support

• Work closely with other tax team members to deliver high-quality tax services.
• Review work prepared by other tax members, providing guidance and feedback.
• Collaborate with internal teams to ensure integrated client service.
• Work cross-functionally to identify additional services that clients may need.
• Assist in the development of firm tax policies, procedures, and internal training initiatives.

Necessary Skills & Abilities

• In-depth knowledge of federal and state tax laws, regulations, and compliance requirements.
• Strong analytical and problem-solving skills with attention to detail.
• Proficiency with tax software (e.g., Thomson Reuters CS, UltraTax, SurePrep, TaxCaddy, SafeSend, and similar software) and Microsoft Office Suite.
• Excellent written and verbal communication skills with the ability to explain technical issues to clients.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong understanding of partnership, corporate, and individual taxation.

Minimum Qualifications

• Bachelor’s degree from an accredited college or university in Accounting, Finance, or related field.
• 3–5 years of experience in public accounting or tax preparation.
• Authorized to work in the United States on a permanent basis.

Preferred Qualifications

• Active CPA license or CPA eligibility.
• Experience with high-net-worth individuals, trusts, and multi-entity structures.
• Strong background in tax research and planning for closely held businesses.
• Experience supporting high-net-worth clients with integrated tax and estate planning strategies.

Working Environment & Physical Demands

While performing the duties of this job, the employee is in an office environment. The noise level in the work environment is typically quiet to moderate. Client and internal company information is highly confidential.

The essential functions of the Tax Senior role will require the employee to be able to communicate verbally with others. The employee will often be required to sit for extended periods of time and use a computer and other office equipment. The employee will occasionally be required to stand, move, reach, and lift up to 10 lbs. The employee may be required to travel and work at the client site.

Additional Information

This job description is intended to convey information essential to understanding the scope of this role. It is not intended to be an exhaustive list of experience, skills, efforts, duties, responsibilities, or working conditions associated with the role.

Consistent with the American’s with Disabilities Act and other applicable state laws, it is the policy of Nepsis to provide reasonable accommodations when requested by a qualified applicant or employee, unless such accommodation would cause an undue hardship. This policy applies to all aspects of employment, including the application process. If a reasonable accommodation is needed, please contact Human Resources at 952-746-2003.

Nepsis Benefits

• Medical
• Dental
• Vision
• Group & Voluntary Life
• Short- & Long-term Disability
• 401k & Roth 401k
• Unlimited PTO
• Company Holidays