Senior Tax Accountant - Financial Solutions

Job title

Senior Tax Accountant - Financial Solutions

Department

BELAY Financial - Tax

Reports to

Tax Manager - Financial Solutions

Classification

Full-Time/Exempt

Work Location

Remote (US)

Travel Requirement

Occasional travel is required, including attendance at BELAY's annual company Summit and other business meetings as needed.

Job purpose  

The Senior Tax Accountant plays a key role in delivering high-quality tax services and building strong client relationships. This role combines hands-on tax preparation with technical review, proactive tax planning, and mentorship of team members. The Senior Tax Accountant serves as a trusted advisor to clients, providing accurate, compliant, and thoughtful tax guidance that supports their financial and business goals throughout the year.

While tax season brings periods of increased workload, this role offers a more balanced alternative to the traditional public accounting environment, with an emphasis on sustainable workloads and work-life balance throughout the year.

Essential Functions

As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values while fostering a collaborative and positive team environment.

Client Service & Tax Advisory

• Serve as a primary point of contact for assigned clients, providing timely and responsive tax support
• Prepare and review complex individual, partnership, and corporate tax returns
• Conduct tax planning and projections for individuals and businesses throughout the year
• Research and resolve federal and state tax matters, including correspondence with the IRS and state agencies
• Identify tax-saving opportunities and provide proactive recommendations based on client needs
• Build and maintain strong relationships with clients and internal partners

Technical Expertise & Quality

• Review tax returns and supporting workpapers prepared by team members to ensure accuracy, completeness, and compliance
• Research complex tax matters and provide technical guidance as needed
• Support Tax Managers and the Director with technical research, client matters, and special projects
• Stay current on changes to federal and state tax laws and communicate relevant updates to clients and team members
• Maintain consistent quality standards across tax preparation and review activities

Team Support & Mentorship

• Provide guidance, coaching, and technical feedback to staff accountants
• Assist with training team members on tax, technical, and procedural topics
• Share best practices and resources to support consistency and knowledge across the team
• Identify opportunities to improve team efficiency, processes, and quality

Workflow & Process Management

• Manage multiple client engagements and deadlines simultaneously
• Maintain accurate time tracking, workflow updates, and documentation within firm systems
• Coordinate priorities and communicate proactively when deadlines, client needs, or risks arise
• Identify opportunities to improve internal processes and leverage technology to increase efficiency

Minimum Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• 3-6 years of progressive tax accounting experience
• Experience preparing and reviewing individual, partnership, and corporate tax returns
• Experience with tax planning, projections, and tax research
• Strong working knowledge of federal and state tax laws, financial statements, and accounting principles
• Experience managing multiple client engagements or priorities within established deadlines
• Proficiency with tax preparation software, QuickBooks Online, Microsoft Excel, and workflow management tools

Preferred QualificationsCertified Public Accountant (CPA) license or Enrolled Agent (EA) designation

• Public accounting, outsourced accounting, or other client-service experience
• Experience supporting small and mid-sized businesses or startups
• Experience with Thomson Reuters UltraTax
• Advanced proficiency with QuickBooks Online

Skills & Competencies

• Strong tax preparation, review, and planning skills
• Knowledge of federal and state tax laws and accounting principles
• Strong analytical, research, and problem-solving skills
• Client relationship management and consultative communication
• Ability to explain tax concepts and recommendations clearly to clients and team members
• Strong attention to detail, organization, and time management
• Ability to manage multiple client engagements and competing deadlines
• Ability to provide constructive feedback and technical guidance to team members
• Strong collaboration and interpersonal skills
• Proficiency with tax, ac