Senior Tax Associate

The CJ Group • Frisco, TX

2d

About The Position

Senior Tax Associate Job Description Job Title: Senior Tax Associate Report to: Partner & Managers Job Summary: Preparation of US individual, corporate and partnership tax returns Salary 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). Manage engagements budgets. Supervise, train, and mentor staff and interns on tax projects. 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. Proactively interact with key client management to gather information, resolve tax-related problems, and make recommendations for business and process improvements. Assist partners on proposals and business development calls. Gain understanding of client operations, processes, and business objectives. Possess an understanding of state and foreign tax issues. Perform other job-related duties as necessary. Work Schedule & Expectations 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. 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: Excellent project management, analytical, interpersonal, oral and written communication skills. Strong experience in staff and tax management. Strong leadership, training, and mentoring skills. Ability to thrive in a dynamic team environment Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude. Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines. Dedicated to superior client service. 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. Strong tax accounting skills with proficiency in US GAAP and tax compliance. Proficiency in Microsoft Office software programs, including spreadsheet programs (i.e. Excel). Understanding of state and federal taxes. Broad exposure to federal income taxation and knowledge of tax regulations. Education and Licenses: Bachelor's or Masters degree in accounting or related field. Eligible to sit for the CPA exam

Requirements

• Excellent project management, analytical, interpersonal, oral and written communication skills.
• Strong experience in staff and tax management.
• Strong leadership, training, and mentoring skills.
• Ability to thrive in a dynamic team environment
• Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude.
• Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines.
• Dedicated to superior client service.
• Strong organizational skill and attention to detail.
• Minimum of 3 years of professional experience, preferably in a public accounting firm.
• Strong tax accounting skills with proficiency in US GAAP and tax compliance.
• Proficiency in Microsoft Office software programs, including spreadsheet programs (i.e. Excel).
• Understanding of state and federal taxes.
• Broad exposure to federal income taxation and knowledge of tax regulations.
• Bachelor's or Masters degree in accounting or related field.
• Eligible to sit for the CPA exam

Responsibilities

• Implement client's engagements from start to finish (planning, executing, directing, and completing tax projects).
• Manage engagements budgets.
• Supervise, train, and mentor staff and interns on tax projects.
• 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.
• Proactively interact with key client management to gather information, resolve tax-related problems, and make recommendations for business and process improvements.
• Assist partners on proposals and business development calls.
• Gain understanding of client operations, processes, and business objectives.
• Possess an understanding of state and foreign tax issues.
• Perform other job-related duties as necessary.

Benefits

• standard firm benefits
• Commensurate with experience

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level