Senior Tax Accountant

Your Future Team

Lota & Bernard is an accounting and advisory firm based in Midland Park, New Jersey, founded in 1998, with a long-standing focus on supporting individuals, small businesses, and closely held companies. The firm provides a broad range of tax, accounting, and advisory services tailored to the needs of busy professionals, with clients primarily across Northern New Jersey and the greater metropolitan area, as well as nationwide. Our team is known for taking a hands-on, practical approach, building long-term relationships and helping clients navigate both day-to-day financial needs and more complex decisions with clarity and confidence.

As part of Archer Lewis, our firm has recently expanded access to a broader national network of professionals, resources, and technology. This allows our team to enhance service offerings while maintaining the collaborative, close-knit environment and personalized approach that defines how we work.

What You’ll Do

As a Senior Tax Accountant, you will take the lead on complex tax and accounting engagements, ensuring the quality, accuracy, and timely delivery of all work products. You will serve as a trusted technical resource for the team, applying your advanced accounting and tax knowledge to resolve challenges, guide decision-making, and uphold firm standards. You will mentor and support staff, helping develop their technical skills and professional growth. You will also play a key role in strengthening internal processes, enhancing workflow efficiency, and contributing to leadership initiatives that drive continuous improvement across the firm.

• Oversee complex tax and accounting matters, ensuring accuracy and adherence to standards.
• Review financial statements, reconciliations, and supporting schedules to ensure completeness and compliance.
• Prepare and review advanced individual and business tax returns across a variety of entity types.
• Lead tax research on complex issues and apply findings to client-specific situations.
• Support advanced tax planning initiatives and provide strategic advisory guidance.
• Proactively identify risks, opportunities, and process improvements that benefit client operations and financial outcomes.
• Communicate complex accounting and tax matters in a clear, professional, and client-friendly manner.
• Review work prepared by Staff Accountants and other Senior Accountants to ensure accuracy, quality, and compliance.
• Provide technical guidance, coaching, and mentorship to strengthen team skills and capabilities.
• Ensure the team’s adherence to firm standards, policies, and deadlines.
• Assist with the onboarding and training of new team members to support smooth integration into the firm.
• Identify opportunities to streamline and enhance accounting and tax workflows for greater efficiency and accuracy.
• Contribute to developing documentation, standardized procedures, and best practices.
• Support leadership on special projects and firm‑wide initiatives aimed at continuous improvement.
• Job fully onsite in Midland Park, NJ.

What You’ll Bring

• 5+ years of progressive accounting and tax experience, demonstrating increasing levels of responsibility.
• Public accounting experience.
• Strong, up-to-date technical knowledge of accounting principles and tax regulations.
• Advanced proficiency with accounting and tax software, along with the ability to learn new platforms quickly.
• Strong leadership abilities with a demonstrated track record of mentoring and developing team members.
• Excellent judgment, analytical thinking, and problem-solving skills.
• High level of ownership, accountability, and attention to detail.
• Exceptional written and verbal communication skills, with the ability to convey complex concepts clearly
• Preferable experience with UltraTax or similar tax software
• Proficiency with MS Excel and QuickBooks

Compensation Range 74000 - 79500 USD