Senior Tax Accountant

Our company is a progressive and storied public accounting firm that has served Northeast Iowa since 1943. Founded by a former auditor for the Iowa State Auditor’s Office, we have grown into a multi-office firm providing high-quality auditing, management, and tax solutions.

We pride ourselves on offering comprehensive financial strategies that go beyond the tax return to help our clients achieve long-term personal and professional success.

About the Position

We are seeking a seasoned Senior Tax Accountant to join our Waverly, Iowa team. This is a high-impact role requiring at least 5 years of experience in complex taxation. You will provide sophisticated tax planning and preparation for a diverse client base, including corporations, partnerships, and individuals.

This position is designed for a professional looking for a stable, long-term home with a clear path toward firm ownership.

Key Responsibilities

Tax Preparation & Planning: Lead the preparation and review of complex federal and state tax returns for individuals, C-Corps, S-Corps, and Partnerships.

Compliance Oversight

Ensure all filings adhere to current IRS and Iowa state tax laws; stay abreast of changing tax legislation to provide proactive advice to clients.

Client Advisory

Act as a trusted advisor, offering comprehensive financial solutions tailored to the specific personal and professional circumstances of our clients.

Technical Research

Conduct in-depth research on complex tax issues to support client strategies and resolve IRS or state-level inquiries.

Mentorship

Provide guidance and technical review for junior accounting staff to ensure accuracy and professional development within the firm.

Business Growth

Support the firm’s commitment to high-quality service, contributing to client retention and the pursuit of new financial solutions.

Required Qualifications

Experience: 5+ years of progressive experience in public accounting, specifically within corporate, partnership, and individual taxation.

Certification

CPA (Certified Public Accountant) or EA (Enrolled Agent) is highly preferred.

Local Presence

Must be a local candidate residing in or willing to commute to Waverly, IA (Relocation assistance is not provided).

Software Proficiency

Experience with standard tax preparation and accounting software (e.g., UltraTax, CCH, or similar).

Logistics

Ability to work in the Waverly office at least 3 days per week.

Preferred Qualifications

Career Ambition: Desire to pursue firm ownership opportunities within a growing regional practice.

Northeast Iowa Market Knowledge

Familiarity with the unique financial needs of businesses and individuals along the US 20 corridor.

Benefits & Perks

Healthcare: Medical, dental, and vision insurance (Company contributes $425.00/month toward employee medical benefits).

Life & Family

Company-paid life insurance; comprehensive maternity and fraternity leave policies.

Retirement

Firm-sponsored retirement planning options.

Career Path

Explicit opportunity for Firm Ownership for high-performing senior professionals.

Thanks

Wazeer Khan & Abbas Khan

Pay: $90,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Dependent health insurance coverage
• Employee discount
• Family leave
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid training
• Parental leave
• Profit sharing
• Relocation assistance
• Stock options
• Travel reimbursement
• Vision insurance
• Work from home

Application Question(s):

• Experience: 5+ years of progressive experience in public accounting, specifically within corporate, partnership, and individual taxation.
• CPA (Certified Public Accountant) or EA (Enrolled Agent) is highly preferred.
• Experience with standard tax preparation and accounting software (e.g., UltraTax, CCH, or similar).

Work Location

Hybrid remote in Waverly, IA 50677