Senior Tax Accountant / CPA

Trueline is seeking a Senior Tax Accountant to prepare individual income tax returns, provide thoughtful tax planning, and build lasting client relationships within an established boutique tax practice.

This opportunity is well suited to a tax professional who enjoys hands-on work, takes ownership of deadlines, and wants a meaningful role on a small team. Experienced CPAs interested in future practice leadership are encouraged to apply, as are strong Enrolled Agents and tax accountants seeking continued technical growth.

• →Prepare federal and state individual income tax returns, including returns involving self-employment income, rental properties, and other complex tax situations.
• →Manage an assigned client workload, track outstanding information, and meet filing deadlines.
• →Communicate directly with clients to gather information, answer questions, and support tax planning.
• →Prepare partnership, S-corporation, and trust returns based on your experience, with opportunities to develop additional expertise.
• →Collaborate with wealth management professionals to support coordinated tax and financial planning.
• →Use cloud-based tax preparation and document-management tools to support accurate, efficient work.
• →Review returns and contribute to process improvements as your experience allows.
• →Potentially take on mentoring, advisory, or practice leadership responsibilities over time.

• Professional income tax preparation experience, ideally within a CPA firm or public accounting practice.
• Demonstrated ability to independently prepare individual income tax returns, including Schedule C and Schedule E.
• Strong attention to detail and the ability to manage competing deadlines.
• Clear, professional communication and a client-service mindset.
• Willingness to work additional hours during tax season, generally around 50 hours per week, with some peak weeks approaching 60.
• Ability to work with a Louisville-based team and attend the office as required.

Candidates with two to three years of strong, relevant experience are encouraged to apply. More experienced tax professionals are also welcome.

• CPA license or Enrolled Agent credential.
• Experience using CCH Axcess Tax.
• Experience preparing partnership, S-corporation, or trust returns.
• Complex individual or high-net-worth tax experience.
• Tax planning, return review, or IRS representation experience.
• Interest in mentoring, practice growth, or future leadership.

Business and trust return experience is helpful but not required for candidates with strong individual tax preparation skills.

• An established client base without a requirement to bring a book of business.
• Direct client relationships and collaboration with wealth management professionals.
• Modern technology, including CCH Axcess, Liscio, and SurePrep.
• Opportunities to expand your technical expertise and responsibilities.
• Flexibility in how work is organized, with scheduling and office expectations discussed during the interview process.
• Potential long-term practice leadership and ownership discussions for the right CPA, subject to a future agreement.

Compensation will reflect experience and scope of responsibility. The salary structure, performance incentives, and benefits will be discussed during the interview process.