Sr Tax Accountant

About the Position: We are seeking a seasoned Senior Tax Accountant to join our Waverly, Iowa team. This is a high-impact role requiring at least 5 years of experience in complex taxation. You will provide sophisticated tax planning and preparation for a diverse client base, including corporations, partnerships, and individuals. This position is designed for a professional looking for a stable, long-term home with a clear path toward firm ownership.

Key Responsibilities

Tax Preparation & Planning: Lead the preparation and review of complex federal and state tax returns for individuals, C-Corps, S-Corps, and Partnerships.

Compliance Oversight: Ensure all filings adhere to current IRS and Iowa state tax laws; stay abreast of changing tax legislation to provide proactive advice to clients.

Client Advisory: Act as a trusted advisor, offering comprehensive financial solutions tailored to the specific personal and professional circumstances of our clients.

Technical Research: Conduct in-depth research on complex tax issues to support client strategies and resolve IRS or state-level inquiries.

Mentorship: Provide guidance and technical review for junior accounting staff to ensure accuracy and professional development within the firm.

Business Growth: Support the firm’s commitment to high-quality service, contributing to client retention and the pursuit of new financial solutions.

Required Qualifications

Experience: 5+ years of progressive experience in public accounting, specifically within corporate, partnership, and individual taxation.

Certification: CPA (Certified Public Accountant) or EA (Enrolled Agent) is highly preferred.

Local Presence: Must be a local candidate residing in or willing to commute to Waverly, IA (Relocation assistance is not provided).

Software Proficiency: Experience with standard tax preparation and accounting software (e.g., UltraTax, CCH, or similar).

Logistics: Ability to work in the Waverly office at least 3 days per week.

Preferred Qualifications

Career Ambition: Desire to pursue firm ownership opportunities within a growing regional practice.

Northeast Iowa Market Knowledge: Familiarity with the unique financial needs of businesses and individuals along the US 20 corridor.

Benefits & Perks

Healthcare: Medical, dental, and vision insurance (Company contributes $425.00/month toward employee medical benefits).

Life & Family: Company-paid life insurance; comprehensive maternity and fraternity leave policies.

Retirement: Firm-sponsored retirement planning options.

Career Path: Explicit opportunity for Firm Ownership for high-performing senior professionals