Senior Tax Manager/Principal

At Kelly+Partners, we operate with one clear mission: "to help our people, Private Business Owners, and the communities we work in “Be Better Off”. We are committed to providing personal and professional growth opportunities to ensure all our team members are set up for a fulfilling and successful future. 

About Kelly Partners 

• Fast-growing global accounting firm in the U.S. 
• Clear career progression pathways 
• Great Place to Work 3 years running 

Why Join Us? 

In addition to working in an organization that is committed to offering the best services and opportunities to both our clients and our team, you will also have access to the following benefits: 

• Opportunity to have equity ownership in a global Accounting Firm 
• Diverse range of clients to grow your skills 
• Genuine career progression with a clear path to partnership 
• Interstate and international retreats and company events 
• Modern, bright workplaces with state-of-the-art technology 
• Awards and bonuses for top performers 
• Paid time off benefits 
• 401(k) 
• Profit sharing 
• Health Insurance 
• Postgraduate study support 

The Opportunity 

As a Senior Tax Manager/Principal, you will be a key player in enabling Kelly+Partners’ next phase of growth. The successful applicant will become an integral part of the broader team and will be exposed to a variety of clients and the opportunity to learn in a public practice environment. 

 Position Responsibilities 

• Files federal, state, and local tax documents inclusive of annual returns, extensions, and informational returns. 
• Prepares tax provision schedules by reviewing, preparing, and consolidating provision schedules. 
• Recommends tax strategies by researching federal, state, and local taxation issues. 
• Maintains legislative materials by reviewing, interpreting, and implementing new or revised laws. 
• Reviews tax returns (1040, 1041, 1065, 1120, and 1120S) for completeness and accuracy. 
• Assist direct reports through preparation of tax returns and related workpapers. 
• Maintains compliance with regulations by forwarding required information to federal, state, and local authorities. 
• Revises procedures by developing and streamlining procedures and worksheets for tax filings. 
• Identifies profitability of potential mergers and acquisitions by analyzing tax information; calculating key ratios; identifying areas of tax savings. 
• Coordinate and maintain records for firm and firm’s clients. 
• Prepares and records book-to-tax adjusting entries. 
• Avoids legal challenges by complying with legal requirements and adhering to professional standards. 
• Protects organization's value by keeping information confidential. 
• Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations. 
• Create and modify templates for letters, faxes, and firm literature. 
• Providing regular feedback and direction to staff ensuring workpapers are consistently formatted and appropriately named and organized. 
• Liaise with clients and vendors. 
• Provide support to other staff and affiliates. 

About You 

• Bachelor’s Degree in Accounting. 
• Active CPA (required) or EA. 
• 8+ years of experience in tax compliance (preparation and review). 
• Experience with Thomson Reuters tax software, including: UltraTax, Workpapers CS, SurePrep, SafeSend 
• Strong problem solving and analytical skills. 
• Attention to detail and accuracy. 
• Proficiency in Microsoft Office (Excel, Word, Outlook)