Senior Tax and Accounting Accountant

MCCONNELL JONES GROUP•Durham, NC

About The Position

The Senior Tax & Accounting Accountant prepares and reviews complex tax returns, financial statements, and accounting engagements for individuals, businesses, fiduciaries, and nonprofit organizations. The position serves as a technical resource to clients and firm personnel, supervises and mentors staff, manages client relationships, performs tax research and planning, and supports timely delivery of high-quality accounting and tax services. The role contributes to client service, staff development, workflow management, and the success of the firm’s tax and accounting practice. The position may be based in Columbus or Atlanta, Georgia, or Durham, North Carolina, with hybrid or onsite requirements. Hybrid and remote work arrangements are available depending on the position. Team members are required to follow industry-leading data and system security practices.

Requirements

Bachelor’s or master’s degree in accounting, tax, or a related program.
Three to four years of experience in accounting matters and tax return preparation.
Proficiency with computers, Microsoft Office, and tax software programs.

Responsibilities

Prepare complex federal and multi-state income tax returns for C corporations, S corporations, partnerships, fiduciaries, nonprofit organizations, and individuals.
Prepare complex individual income tax, gift tax, and estate tax returns.
Prepare tax planning projections and estimated tax calculations for individual and business clients.
Research tax matters and summarize findings, conclusions, and recommendations; interpret new and existing tax legislation.
Analyze IRS and state tax authority notices, prepare draft responses, review staff-prepared responses, and communicate with taxing authorities regarding client matters.
Monitor tax return and other tax-related deadlines and supervise timely completion of deliverables.
Prepare compiled financial statements and complex working trial balances from source documents.
Review and perform account analyses and reconciliations; review, oversee, or perform month-, quarter-, and year-end closing processes.
Prepare complete financial statements and reporting packages, including profit and loss statements, balance sheets, and management reports.
Ensure accounting work complies with applicable professional standards and regulatory requirements.
Serve as the primary client contact for smaller accounting and tax engagements; maintain client relationships and respond to client inquiries.
Meet with clients and communicate engagement status, project requirements, and recommendations concerning tax, accounting, financial, and operational matters.
Delegate work to staff based on skill and workload; supervise, train, and review staff accountants and other team members.
Coordinate workflow, monitor project progress, provide guidance on tax and accounting issues, and give constructive feedback through quality reviews.
Serve as a technical resource for firm personnel and develop expertise in firm software and technology platforms.
Participate in tax administration, process improvement, firm committees, firm-wide initiatives, and special projects.
Identify opportunities to improve efficiency, workflow processes, and client service delivery; maintain productive working relationships across departments.
Stay current on accounting, taxation, and professional standards; maintain confidentiality and comply with firm policies and regulatory requirements.
Perform other accounting, tax, and administrative duties as assigned.
Follow industry-leading data and system security practices.

Benefits

Home office equipment, cell phone, and home internet stipend reimbursement.
Paid time off awarded each pay period.
11 paid company holidays and 3 floating holidays.
Medical plan with employer HSA contribution.
Dental and vision coverage available beginning the first of the month after the start date.
Company-paid long-term disability insurance.
Company-paid life insurance.
Paid parental leave.
401(k) with company match up to 4%, 100% vested from day one.
CPA and professional license and certification bonus.
CPA exam review benefit with Becker CPA.
Certification reimbursement for CPA, CIA, CFE, and CISA.
40 hours of paid continuing professional education per year.
Paid volunteer time off.
Fitness center available to Houston office employees.
Employee referral bonuses from $1,000 to $5,000 per hired referral.
Wellness programs with tools, resources, and support.
Hybrid and remote work arrangements available, depending on position.