Senior Tax Associate Job Description
Job Title: Senior Tax AssociateReport to: Partner & ManagersJob Summary: Preparation of US individual, corporate and partnership tax returnsSalary Range & Benefits: Commensurate with experience, standard firm benefits
Major Responsibilities & Duties:
- Implement client's engagements from start to finish (planning, executing, directing, and completing tax projects).
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Manage engagements budgets.
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Supervise, train, and mentor staff and interns on tax projects.
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Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities.
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Prepare more complex tax returns for individuals, trusts, partnerships, and corporations.
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Proactively interact with key client management to gather information, resolve tax-related problems, and make recommendations for business and process improvements.
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Assist partners on proposals and business development calls.
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Gain understanding of client operations, processes, and business objectives.
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Possess an understanding of state and foreign tax issues.
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Perform other job-related duties as necessary.
Work Schedule & Expectations
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This position requires flexibility in work hours, particularly during peak tax seasons. Overtime is expected and may be necessary to meet critical filing deadlines and client needs.
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Candidates should be prepared to commit additional hours during these periods to ensure timely and accurate deliverables.
Requirements & Qualifications:
The successful candidate will possess the following basic qualifications:
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Excellent project management, analytical, interpersonal, oral and written communication skills.
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Strong experience in staff and tax management.
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Strong leadership, training, and mentoring skills.
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Ability to thrive in a dynamic team environment Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude.
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Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines.
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Dedicated to superior client service.
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Strong organizational skill and attention to detail.
The successful candidate will possess the following qualifications:
- Minimum of 3 years of professional experience, preferably in a public accounting firm.
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Strong tax accounting skills with proficiency in US GAAP and tax compliance.
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Proficiency in Microsoft Office software programs, including spreadsheet programs (i.e. Excel).
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Understanding of state and federal taxes.
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Broad exposure to federal income taxation and knowledge of tax regulations.
Education and Licenses:
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Bachelor's or Masters degree in accounting or related field.
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Eligible to sit for the CPA exam
