Sr. Tax Analyst (Hybrid-Cleveland, OH)

Sr. Tax Analyst

Salary Range : $70K-$80K

Hybrid 2 days in office per week year round



Position Summary:  Reporting directly to the Chief Financial Officer, the Tax Accountant will gather clients’ tax-related information, prepare federal, state and local income tax returns, and compile returns to be filed.



  • Prepare federal, state and local returns. Entities include partnerships, trusts, individuals, s-corporations and private foundations.  International tax experience preferred but not required.
  • Collect required tax information.
  • Update and reconcile tax work papers to the tax returns.
  • Provide clear documentation on tax workpapers.
  • Conduct research to solve issues that arise from the changes to the tax code.
  • Clear review points as required.
  • Compile returns to be filed electronically or by paper with proper attachments.
  • Resolve tax notice issues as they arise including contacting tax agencies, preparation of correspondence and supplying necessary documentation.
  • Review monthly, quarterly and year-end payroll tax returns for certain clients including household employees in multiple states.
  • Review annual 1099’s as required for certain partnerships and foundations.
  • Prepare quarterly tax estimates and forecasting; set up corresponding electronic payments.
  • Work to create efficiencies and processes that assist tax team at critical filing deadlines.
  • Assist in specific projects as they may arise.



  • Analytical – collects and researches data; uses intuition and experience to design workflows and procedures.
  • Organized with data and time management. High attention to detail.  Improves processes to achieve successful outcomes.
  • Problem solving – identifies and resolves problems in a timely manner; develops alternative solutions; works well in group problem solving situation.
  • Technical skills – assess own strengths and weaknesses; strives to continuously build knowledge and skills.
  • Judgment – displays willingness to make decisions; exhibits sound judgment; includes appropriate people in decision-making process.
  • Professionalism – maintains a tactful manner and reacts well under pressure.
  • Quality – demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure accuracy.
  • Initiative – volunteers readily; takes independent actions and seeks increased responsibility; asks for and offers help when needed.
  • Technologically astute – able to quickly learn new technologies and efficiently utilize software.


Position Requirements:

  • Bachelor’s degree in accounting required; willingness to take pass EA or CPA in future if not already achieved.
  • At least 2 years tax preparation experience working for a public accounting firm.
  • Ability to read, analyze and interpret technical procedures and governmental regulations.
  • Ability to write reports and business correspondence.
  • Ability to effectively present information and respond to questions from colleagues, clients and professional advisors.
  • Excellent organizational and time management skills.
  • Excellent communication skills, both written and verbal.
  • Knowledge of Microsoft Office Suite including Outlook, Word, Excel, Teams.

Preferred experience in CCH Prosystemfx Tax (Access) and CCH Workpaper Manager (Engagement).

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