Salary: $60,000 - $75,000 per year Join CSI Group A Thriving Career Awaits You!

CSI Group is a leading financial services firm dedicated to enriching lives and legacies by providing personalized services that guide individuals and families to achieve lasting financial prosperity.

We specialize in financial planning, tax preparation, and estate planning , offering a comprehensive suite of services tailored to meet the unique needs of middle-class individuals and families. Our mission is rooted in the belief that financial security and expert guidance should be accessible to everyonenot just the wealthy.

Through our one-stop-shop approach , we make high-quality financial services both affordable and accessible , empowering clients to confidently navigate their financial journeys and secure brighter futures for themselves and their loved ones.

Join CSI Group and become part of a team that is transforming lives and communities by delivering meaningful, lasting financial solutions. Be part of a team that values your contributions and invests in your growth!

Position Overview: The Senior Accountant - Business Services Specialist will play a critical role in managing and coordinating tax-related activities for our business clients. This position involves overseeing the preparation, processing, and filing of business taxes, ensuring compliance with all regulatory requirements, and serving as a trusted advisor to clients on tax matters. This includes accounting/bookkeeping work for our business clients.

Key Responsibilities:

Lead the tax processing function for business clients, ensuring accurate and timely preparation and filing of federal, state, and local taxes.

Collaborate with clients to gather necessary tax information, including financial records, deductions, credits, and other relevant documents.

Review and analyze financial statements to determine tax liabilities and opportunities for tax savings.

Complete accounting/bookkeeping work in order to meet all deadlines and complete the business tax return.

Ensure compliance with all tax regulations and deadlines, proactively managing the entire tax process from start to finish.

Work closely with the accounting and finance teams to address any tax-related issues or discrepancies.

Stay current on changes in tax laws, regulations, and best practices to provide clients with up-to-date and accurate advice.

Provide clients with strategic guidance on tax planning and optimization to minimize liabilities and maximize benefits.

Assist in the resolution of tax disputes or audits, liaising with tax authorities on behalf of clients when necessary.

Continuously improve processes to enhance the efficiency of tax processing and client service.

Qualifications:

Bachelors degree in Accounting, Finance, Business, or a related field.

CPA or Enrolled Agent certification preferred but not required.

Proven experience in tax preparation and processing for businesses.

Strong knowledge of federal, state, and local tax regulations.

Excellent analytical skills and attention to detail.

Ability to manage multiple clients and deadlines in a fast-paced environment.

Strong communication skills and ability to explain complex tax concepts to clients clearly and concisely.

Proficiency in tax software, QuickBooks and Microsoft Office (Excel, Word, etc.).