Job description
Job title
Senior Tax Accountant - Financial Solutions
Department
BELAY Financial - Tax
Reports to
Tax Manager - Financial Solutions
Classification
Full-Time/Exempt
Work Location
Remote
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 Qualifications
Certified 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, accounting, spreadsheet, and workflow management technology
Working Conditions
BELAY is a remote-first organization. This role requires a dedicated home office, regular use of virtual collaboration tools, and a work schedule that aligns with business needs and BELAY's core collaboration hours. Occasional travel or flexibility outside standard business hours may be required based on the role.
Physical Requirements
Prolonged periods of sitting and computer use.
Frequent participation in virtual meetings.
Ability to communicate effectively through video conferencing, email, and phone.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Direct Reports
None
Disclaimer
This job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Responsibilities may change from time to time based on business needs, and team members may be assigned additional duties as needed.
Equal Employment Opportunity
BELAY is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law.
Compensation
Salary Range: $75k-$85k
Location Requirements:
This role is fully remote within the U.S. *Eastern or Central Time Zone*. However, due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: California, New York, Illinois, Oregon.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.