Senior Tax Associate

Driven AdvisorsCoral Gables, FL
Onsite

About The Position

Driven Advisors is a top-tier financial advisory firm focused on transforming the way in which companies and their teams see numbers, driving opportunities for change and growth. Our work is defined by a relentless passion to solve your most complex business problems.

Requirements

  • Bachelors’ degree in accounting, finance or other related fields required.
  • Minimum three (3) to five (5) years of experience as a tax associate staff.
  • Active CPA license in good standing required at time of hire.
  • Has expert knowledge of all the Firm’s policies & procedures, as well as accounting, research, analytics, tax laws and regulatory matters.
  • Stays current on all tax laws, regulations and guidance issued by Internal Revenue Service, and other governing agencies
  • Has effective time-management, analytical and problem-solving skills
  • Has a working knowledge of all reference sources available to Driven.
  • Is proficient with tax, accounting, and software programs, including Microsoft applications.
  • Possesses excellent verbal, oral and written communication skills
  • Is a self-starter who works efficiently, remains attentive and completes assignments in a timely manner.
  • Promotes diversity and demonstrates inclusive behavior, such as working with teammates from different backgrounds.
  • Approaches changes with flexibility and an open mind, treating new situations as opportunities for learning and growth; “Outside the Box” approach.
  • Demonstrates high ethical and professional standards.
  • May be required to pass criminal background check.

Nice To Haves

  • Master’s degree in accounting, finance, economics, or other related fields preferred.

Responsibilities

  • Supervises Tax Associate Staffs
  • Reviews and/or prepares Federal tax returns for individuals, international, estates, trust, partnerships, corporations, and various types of entities in coordination with Tax Associate Staffs.
  • Coordinates with Tax Manager or Director on engagement, planning and execution of projects according to expected deliverables and timetables.
  • Assists Managers and Directors in coordinating client projects and assigns projects and assignments to the appropriate Tax Associates.
  • Ensure appropriate documentation is maintained for all work done including proper filing in GFR following Firm guidelines.
  • Communicates with required governmental agencies on all tax matters.
  • Develops client relationships and begins to identify needs the client may not recognize.
  • Effectively builds relationships and shares knowledge & skills with coworkers to encourage a culture of Teamwork and collaboration.
  • Establishes an inclusive work environment based on trust & mutual respect with the goal of achieving a positive and rewarding experience.
  • Performs detailed analytical research on subject matters related to USA tax & international accounting laws & regulations to proactively provide accurate, efficient planning and consulting services.
  • Develops documentation and effective review techniques according to the assigned projects.
  • Supports the managers/directors through involvement in billing and collections.
  • Participates in Firm' business efforts by assisting managers and directors on proposals for new clients, engagement letters and identifying potential services for existing clients.
  • Participate in learning and training sessions writing content or as an instructor.
  • Coaches associates in their overall career progression; delivers prompt constructive feedback.
  • Delegates tasks effectively, manages assignments of self and others focusing on completion of work within budget.
  • Charges all hours appropriately for self and makes sure team members are fully utilized.
  • Monitors workloads for all team members; adjust and reassign work accordingly to promote work-life quality. Encourages team dialogue.
  • Properly identifies associated risks and provides effective solutions.
  • Handles other related tasks & assignments as required.
  • Available to support the Tax Department in Sebring, Florida, and deliver high-quality client services.
  • Experience managing and reviewing complex U.S. international tax filings, including Forms 5471, 5472, 8865, 8858, 8992 and 8993 (GILTI/FDII), 1118 and 1116 (foreign tax credits), Form 926, and related outbound reporting requirements.
  • Oversee calculations related to Subpart F income, GILTI tested income and QBAI, earnings and profits (E&P), PTEP tracking, basis adjustments, and previously taxed income.
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