Senior Tax Accountant

About our Client:

At Dental CPA, we combine advanced tax strategy, technology, and automation to help dental and medical practice owners grow profitably, reduce taxes, and build lasting financial success. Our team is collaborative, growth-oriented, and passionate about delivering exceptional value through innovation — including the use of AI tools, data-driven insights, and proactive client education.

We are a 100% virtual CPA firm specializing in serving dental and medical professionals across the U.S. Our mission is to redefine what a modern accounting firm looks like — a people-first, tech-forward environment where talented professionals thrive.

We offer an autonomous and flexible work environment, PTO, health insurance, 401(k) matching, and ongoing professional development opportunities.

Job Overview:

As a Senior Tax Accountant, you’ll play a key role in reviewing tax returns, guiding clients, and supporting our bookkeeping and tax teams. You’ll work directly with dental and medical practice owners, providing tax planning, quarterly financial reviews, and proactive advisory support — all in a fully remote, technology-driven setting.

Key Responsibilities:

• Conduct first-level technical reviews of business (S-Corp, Partnership) and individual tax returns and supporting workpapers.
• Review monthly bookkeeping prepared by the internal team to ensure accuracy and completeness.
• Meet quarterly with clients (virtually) to review books, discuss tax planning, and make officer payroll updates.
• Prepare and review complex tax returns involving depreciation schedules, cost segregation, or practice acquisitions (Form 8594, 3115, etc.).
• Provide daily responses to client emails and inquiries, maintaining excellent communication and timely follow-up (within 24–48 hours).
• Use QuickBooks Online and Intuit ProConnect Tax Software (no prior ProConnect experience required; training provided).
• Collaborate closely with the tax and bookkeeping teams to ensure accurate, efficient workflows.
• Research complex tax issues related to dental and medical practices and propose innovative solutions.
• Stay up to date with tax laws, technology, and AI-based tools to enhance accuracy, productivity, and client service.
• Mentor and support junior staff with ongoing feedback and knowledge sharing.

Measures of Success:

• Accuracy and timeliness of deliverables and workpapers, particularly during peak deadlines.
• Client satisfaction and responsiveness scores.
• Ability to adapt to shifting priorities and maintain quality under increased workload during tax season.
• Development of technical skills and use of technology to improve workflows.
• Positive contribution to team culture through collaboration, knowledge sharing, and reliability.

Expectations for Remote Work:

• Professional workspace free from distractions or background noise.
• Business-casual attire during client meetings.
• Camera-on policy for virtual meetings
• Use of a firm-provided laptop and annual $300 tech reimbursement for accessories.

Our Culture:

Team members who thrive at our firm have great time management skills, are self-starters, adaptable, take pride in their work, and excel in an autonomous environment. They excel in an autonomous environment while remaining proactive, flexible, and communicative, especially during tax season, when deadlines are tight and expectations are high.

You’re also a great fit if you:

• Are friendly, positive, and enjoy helping clients succeed.
• Have strong communication and problem-solving skills.
• Adapt quickly to shifting priorities and increased demands during peak periods.
• Embrace technology and AI tools to improve efficiency and accuracy.
• Take ownership of your work, clients, and deliverables.
• Enjoy collaborating and sharing knowledge with your team.

Required Education and Experience:

• Bachelor’s or Master’s degree in Accounting.
• 3-5 recent years of experience preparing and reviewing 1040, 1065, and 1120-S tax returns.
• Strong proficiency in Excel and QuickBooks Online.
• Experience with dental and medical clients preferred.
• CPA or EA certification preferred but not required.

If you’re passionate about helping dental and medical professionals thrive through expert accounting and proactive tax strategy, we’d love to hear from you.