Senior for Tax Preparation & Consulting
About The Position
This role is responsible for reviewing individual, trust, partnership, and corporate tax returns. The Senior will develop and supervise Staff, prepare more complex tax returns, and manage client relationships. The position requires an understanding of state and foreign tax issues, the ability to complete research projects to reach technical conclusions, and monitoring/responding to tax authority communications. The Senior will also assist clients with tax audits and other needs, use appropriate accounting software, and stay updated on changes in tax law and regulations. Additionally, the role involves participation in civic and/or networking events, determining personal career paths, facilitating staff & team development, and supervising, training, and mentoring entry-level Staff on tax projects.
Requirements
- Excellent interpersonal, oral, and written communication skills.
- Detail oriented & ability to multi-task.
- Strong accounting, analytical and organizational skills.
- Extremely proficient with Microsoft Office Suite or similar software with the ability to learn new or updated software.
- Strong leadership, training, and mentoring skills.
- Be able to work with minimal supervision.
- Bachelor’s degree in accounting or related field, required.
- Experience preparing individual, trust, partnership, and corporate tax returns.
Nice To Haves
- 3-4 years’ experience in public accounting tax experience, preferred.
Responsibilities
- Prepare and review tax returns prepared by Staff and make recommendations regarding accuracy and tax savings opportunities.
- Prepare more complex tax returns for individuals, trusts, partnerships, and corporations.
- Lead, manage and complete entire Tax and Consulting engagements (planning, executing, directing, delegating tasks, and completing tax projects).
- Proactively interact with key client management to gather information, identify, and resolve tax-related problems, and make recommendations for business and process improvements.
- Assist Partners on proposals and business development calls; actively promotes expanding services; continually improving client relationships.
- Possess an understanding of state and foreign tax issues.
- Must be able to complete research projects in order to reach a technical conclusion.
- Monitor and respond to tax authority communications; assist clients with tax audits and other needs.
- Uses the appropriate accounting software or system to prepare tax returns.
- Maintains understanding and knowledge of changes in tax law and regulations by reading professional literature or attending tax seminars and training courses.
- Participation in civic and/or networking events.
- Determines own personal career path; Facilitates staff & team development.
- Supervise, train and mentor entry level Staff on tax projects.
- Performs other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
