Senior Tax Accountant / Senior Tax Preparer

Trueline • Rochester, MN

1d • $90,000 - $125,000 • Hybrid

About The Position

A growing boutique tax and accounting firm serving individuals and small businesses is seeking an experienced Senior Tax Accountant / Senior Tax Preparer in Rochester, Minnesota. The role offers flexible hybrid options and the opportunity to manage client engagements independently, mentor developing accountants, and have a more flexible schedule outside tax season. The firm is tax-focused and does not have audit or assurance assignments.

The Senior Tax Accountant / Senior Tax Preparer prepares and reviews federal and applicable state tax returns for individuals, partnerships, and S corporations, including Forms 1040, 1065, and 1120S. The role also involves reviewing junior accountants’ work, serving as a client contact, managing multiple engagements and deadlines, supporting tax planning conversations, and helping improve workflows and the firm’s professional development efforts.

Requirements

• 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 extended hours during peak tax season.
• Ability to meet agreed onsite expectations in Rochester, Minnesota.

Nice To Haves

• CPA or Enrolled Agent (EA) designation.
• 10 or more 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.

Responsibilities

• 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 client contact, 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.
• Collaborate with colleagues to improve workflows, maintain quality, and manage seasonal workloads.
• Contribute ideas that support the firm’s growth and professional development efforts.

Benefits

• Competitive base compensation generally ranging from $90,000 to $125,000+, depending on experience and qualifications.
• Potential for higher compensation for exceptional candidates.
• Potential bonus or performance-based compensation, subject to confirmation.
• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed