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Were excited to share an opportunity to join a respected and fast-growing CPA and advisory firm as their next Tax Senior !
Our client, based in Greenville, SC, offers a unique environment where tax professionals move beyond compliance to become trusted client advisors. This firm works closely with business owners, entrepreneurs, and high-net-worth individuals, offering proactive, year-round planning and strategic guidance. If you're looking for meaningful work, a clear path for growth, and a culture that values work-life balanceincluding hybrid flexibility this could be a great fit.
Essential Duties & Functions
- Prepare and review complex individual and business tax returns (1040, 1120S, 1065, 990, etc.)
- Lead tax engagements from start to finish, communicating directly with clients
- Provide tax projections and proactive planning strategies throughout the year
- Respond to IRS and state notices on behalf of clients
- Assist in consulting projects, including business valuations, exit planning, and restructuring
- Supervise and mentor junior staff accountants, supporting their development
- Participate in client meetings and contribute to long-term relationship growth
Qualifications
- Bachelors degree in Accounting; CPA preferred (or actively pursuing)
- 2+ years of experience in public accounting, including tax return preparation and review
- Solid understanding of tax law, research, and planning for individuals and small businesses
- Experience preparing financial statements and working in systems like QuickBooks
- Excellent communication skills and attention to detail
- Strong Excel skills; experience with CCH Axcess or similar tax software is a plus
Why Join?
- Hybrid flexibility : Enjoy a blend of in-office collaboration and remote focus time
- Strategic, client-facing work : Go beyond basic prepengage in planning and advisory early on
- Mentorship & development : Learn from a highly credentialed team that invests in your growth
- Sustainable hours : Reasonable busy season with a strong emphasis on balance
- Tight-knit team : Join a supportive group that values relationships, curiosity, and excellence
For confidential consideration, please email or apply directly!
Forge Search is built on a foundation of strong relationships, dedicated to helping clients find the senior talent needed to drive their business forward and ensure seamless operations.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Accounting/Auditing-
Industries
Accounting
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
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