Senior Tax Accountant / CPA

Trueline•Louisville, KY

About The Position

Trueline is seeking a Senior Tax Accountant to prepare individual income tax returns, provide tax planning, and build client relationships within an established boutique tax practice. The position is suited to a tax professional who enjoys hands-on work, takes ownership of deadlines, and wants to contribute to a small team. Experienced CPAs interested in future practice leadership, as well as Enrolled Agents and tax accountants seeking technical growth, are encouraged to apply. The role includes managing an assigned client workload, communicating directly with clients, and collaborating with wealth management professionals on coordinated tax and financial planning. The accountant will use cloud-based tax preparation and document-management tools, review returns, and may take on mentoring, advisory, or practice leadership responsibilities over time. Business and trust return experience is helpful but is not required for candidates with strong individual tax preparation skills. The role is based in Louisville, Kentucky, and requires working with the local team and attending the office as required. Additional hours are expected during tax season, generally around 50 hours per week, with some peak weeks approaching 60. Scheduling and office expectations are discussed during the interview process. Compensation reflects experience and responsibilities; salary structure, performance incentives, and benefits will be discussed during the interview process. Long-term practice leadership and ownership discussions may be possible for the right CPA, subject to a future agreement.

Requirements

Professional income tax preparation experience, ideally within a CPA firm or public accounting practice.
Ability to independently prepare individual income tax returns, including Schedule C and Schedule E.
Strong attention to detail and ability to manage competing deadlines.
Clear, professional communication and a client-service mindset.
Willingness to work additional hours during tax season, generally around 50 hours per week, with some peak weeks approaching 60.
Ability to work with a Louisville-based team and attend the office as required.
Candidates with two to three years of strong, relevant experience are encouraged to apply; more experienced tax professionals are also welcome.

Nice To Haves

CPA license or Enrolled Agent credential.
Experience using CCH Axcess Tax.
Experience preparing partnership, S-corporation, or trust returns.
Complex individual or high-net-worth tax experience.
Tax planning, return review, or IRS representation experience.
Interest in mentoring, practice growth, or future leadership.
Business and trust return experience is helpful but not required for candidates with strong individual tax preparation skills.

Responsibilities

Prepare federal and state individual income tax returns, including returns involving self-employment income, rental properties, and other complex tax situations.
Manage an assigned client workload, track outstanding information, and meet filing deadlines.
Communicate directly with clients to gather information, answer questions, and support tax planning.
Prepare partnership, S-corporation, and trust returns based on experience, with opportunities to develop additional expertise.
Collaborate with wealth management professionals to support coordinated tax and financial planning.
Use cloud-based tax preparation and document-management tools to support accurate, efficient work.
Review returns and contribute to process improvements as experience allows.
Potentially take on mentoring, advisory, or practice leadership responsibilities over time.