Senior Tax Accountant

Berndt CPA LLC • Madison, WI

1d • Hybrid

About The Position

The Senior Tax Accountant is responsible for preparing and reviewing business and individual tax returns, performing tax research, and serving as a client liaison to support long-term financial planning. This role is ideal for a candidate with strong tax knowledge and a passion for client relationships and mentorship. You will collaborate with firm partners, coach junior team members, and support business development initiatives.

Requirements

• Bachelor's degree in accounting or related field.
• CPA license or actively pursuing CPA designation.
• Minimum of 2 years' experience in public or private accounting.
• Strong proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).
• Demonstrated ability to manage multiple priorities independently.
• Excellent communication, interpersonal, and organizational skills.
• Entrepreneurial spirit with a proactive, solution-oriented mindset.

Nice To Haves

• Experience in a paperless office environment is preferred.

Responsibilities

• Prepare and review complex business returns (Forms 1120, 1120S, 1065) and individual tax returns.
• Create and review detailed work papers to support tax filings.
• Conduct tax research using platforms such as Checkpoint and other firm tools and clearly communicate findings to clients.
• Deliver high-quality work within expected timeframes and budget parameters.
• Support partners and senior leaders in identifying and pursuing new business opportunities.
• Develop and begin executing a Personal Marketing Plan.
• Mentor and lead a high-performing tax team: promote continuous learning.
• Establish and maintain strong trusted client relationships through regular communication and occasional on-site visits.
• Act as a trusted advisor to clients by understanding their goals and delivering proactive tax guidance.
• Demonstrate a thorough knowledge of client businesses and industries.
• Mentor and train entry-level staff and interns by offering guidance and serving as a professional role model.
• Support team collaboration and knowledge sharing.

Benefits

• Competitive compensation and bonus program
• Flex-time or full-time options with partial remote work available, depending on the candidate's preferences
• Comprehensive benefits package (health, dental, vision, 401k match)
• Supportive, people-first firm culture with regular team events
• Professional development and career advancement opportunities
• Paid time for community involvement and networking
• Modern technology and tools in a collaborative environment

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level