Senior Tax Accountant / CPA

Trueline • Louisville, KY

1d

About The Position

Trueline is seeking a Senior Tax Accountant to prepare individual income tax returns, provide tax planning, and build lasting client relationships within an established boutique tax practice. The position offers hands-on work and ownership of deadlines on a small team. Experienced CPAs interested in future practice leadership are encouraged to apply, as are Enrolled Agents and tax accountants seeking continued technical growth.

The role includes preparing federal and state individual returns, managing client workloads and deadlines, communicating directly with clients, and supporting coordinated tax and financial planning with wealth management professionals. Depending on experience, the accountant may also prepare partnership, S-corporation, and trust returns, review returns, improve processes, and eventually take on mentoring, advisory, or practice leadership responsibilities.

The position is based with a Louisville team and requires office attendance as needed. Additional hours are expected during tax season, generally around 50 hours per week, with some peak weeks approaching 60. Scheduling and office expectations will be discussed during the interview process. Compensation will reflect experience and responsibilities; salary structure, performance incentives, and benefits will be discussed during the interview process. Potential long-term practice leadership and ownership discussions may be available to the right CPA, subject to a future agreement.

Requirements

• Professional income tax preparation experience, ideally within a CPA firm or public accounting practice.
• Demonstrated 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.
• Two to three years of strong, relevant experience is encouraged; 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; 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.
• 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.

Benefits

• Established client base without a requirement to bring a book of business.
• Direct client relationships and collaboration with wealth management professionals.
• Modern technology, including CCH Axcess, Liscio, and SurePrep.
• Opportunities to expand technical expertise and responsibilities.
• Flexibility in how work is organized, with scheduling and office expectations discussed during the interview process.
• Potential long-term practice leadership and ownership discussions for the right CPA, subject to a future agreement.
• Performance incentives and benefits are to be discussed during the interview process.

What This Job Offers

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