Senior Tax Accountant

Integrated Talent Strategies (ITS) is seeking a Senior Tax Accountant / Tax Manager to work in the Toledo, OH area. This position offers a variety of great benefits, competitive base salary, health insurance, 401(k), and paid time off.

Position Summary

We are seeking a highly motivated Senior Tax Accountant or Tax Manager to join our growing team. This role is ideal for an experienced tax professional who is looking for more than just a traditional accounting position. The successful candidate will have the opportunity to play a key role in client service, staff development, process improvement, and practice growth within a rapidly expanding firm. This position offers a unique opportunity to work closely with firm leadership, influence operational decisions, mentor team members, and help shape the future of a growing tax practice. We are looking for someone who wants to grow their career, expand their leadership responsibilities, and make a meaningful impact within an entrepreneurial and collaborative environment.

Primary Responsibilities

Tax Compliance & Planning

• Prepare and review complex individual, corporate, partnership, S‑corporation, trust, and nonprofit tax returns.
• Analyze financial information and identify tax planning opportunities for clients.
• Research and interpret federal, state, and local tax regulations.
• Identify tax credits, deductions, and strategies that provide value to clients.
• Assist clients with tax projections, estimated payments, and year‑round planning initiatives.
• Review work prepared by staff accountants and provide constructive feedback.

Client Management

• Serve as a primary point of contact for assigned clients.
• Develop and maintain strong client relationships through proactive communication and exceptional service.
• Respond to client questions, tax notices, and governmental correspondence.
• Assist with onboarding new clients and evaluating service opportunities.
• Participate in client meetings and presentations as needed.

Leadership & Team Development

• Mentor, coach, and develop staff accountants and senior associates.
• Assist with training initiatives, onboarding programs, and technical development of team members.
• Review workpapers and tax returns to ensure quality, accuracy, and compliance with firm standards.
• Foster a collaborative and positive team environment.
• Support scheduling, workload management, and resource planning during peak periods.

Process Improvement & Firm Growth

• Identify opportunities to improve efficiency, workflow, and client experience.
• Assist with implementation and optimization of firm technology and tax software.
• Participate in strategic initiatives, process improvement projects, and firm‑wide committees.
• Support business development efforts through networking, community involvement, and client referrals.
• Contribute ideas that support the continued growth and expansion of the firm.

Qualifications

Education

• Bachelor's degree in Accounting, Finance, or a related field required.
• Master's degree in Taxation or Accounting preferred.

Certifications

• Active CPA license preferred.
• CPA candidates actively pursuing certification will be considered.
• Additional certifications such as CMA, EA, or MST are valued.

Experience

• Senior Tax Accountant: 3‑6+ years of public accounting tax experience; experience preparing and reviewing business and individual tax returns.
• Tax Manager: 6‑10+ years of public accounting tax experience; proven experience managing client relationships and supervising staff; demonstrated ability to review complex tax engagements and provide technical guidance.

Technical Skills

• Strong proficiency with Microsoft Office Suite, particularly Excel.
• Experience with UltraTax, QuickBooks, and practice management software preferred.
• Ability to learn and adapt to new technologies and workflow systems.

Key Competencies

• Technical Excellence: Strong understanding of federal, state, and local tax regulations; ability to research complex tax issues and provide practical solutions.
• Leadership: Ability to motivate, mentor, and develop team members; demonstrates accountability and ownership of engagements and outcomes.
• Client Service: Builds trust through responsiveness, professionalism, and expertise; maintains a client‑first mindset while balancing firm objectives.
• Communication: Excellent verbal and written communication skills; ability to explain complex tax matters clearly to clients and colleagues.
• Organization & Time Management: Effectively manages multiple deadlines and priorities in a fast‑paced environment; demonstrates strong project management skills and attention to detail.
• Problem Solving: Proactively identifies issues and develops practical solutions; exercises sound judgment when addressing client and team concerns.
• Integrity & Professionalism: Maintains the highest level of confidentiality and ethical standards; demonstrates a …