About the position
The Senior Tax Accountant is responsible for preparing and directing multiple tax engagement at a time. This position is responsible for the orderly completion of these engagements and keeping the manager and partner informed of progress and unusual developments. Senior Tax Accountants assist clients by providing a full spectrum of individual, partnership, Corp and other tax services including planning, research and compliance. International tax experience is a plus. The Senior Tax Accountant should possess leadership qualities. Technical skills are necessary to assist in all tasks associates with tax engagements, including the mentorship and training of Tax Staff.
Responsibilities
- Prepare complex tax returns.
- Handle intricate compliance tax research assignments and prepare tax memorandums.
- Review and deliver tax projections to clients.
- Assist clients with inquiries related to accounting and tax issues.
- Meet with IRS and FTB agents to discuss examinations.
- Review and mentor the work of interns, tax staff accountants, and semi-senior staff accountants.
- Address tax questions from staff across all departments.
- Conduct staff training on technical subjects and software, including preparing, teaching, and facilitating classes for the department.
- Participate in recruitment events.
- Demonstrate proficiency in corporate, individual, and partnership taxation.
- Manage multiple client engagements while also completing tasks related to business development.
- Exhibit the ability to teach and train staff effectively.
Requirements
- Bachelor’s degree in accounting; master’s degree in business administration or taxation a plus.
- At least 3 years of public accounting industry experience preferred.
- Certified Public Accountant license is a plus.
Nice-to-haves
- Strong Tax Generalist background is a plus.
- Strong accounting foundation (year-end adjustments, fixing client books, fluency in QuickBooks programs).
- Working knowledge of MS Office (primarily Word, Outlook, PowerPoint and Excel).
- Knowledge of time record keeping software (CCH Access) a plus.
