Senior Tax Associate

Rea•Dublin, OH

13d•Remote

About The Position

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio and Florida, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Senior Tax Associate plays a key role in supporting tax compliance and planning by applying research skills and foundational tax knowledge to identify potential tax issues, gather and analyze client information, and participate in tax planning initiatives. The Senior Tax Associate also uses tax software to prepare returns for review and may supervise and review the work of Associates. The ideal candidate is detail-oriented, analytical, and capable of managing multiple tasks while mentoring junior team members.

Requirements

Bachelor’s degree in Accounting or other relevant field, required
Experience with Microsoft Office Suite, specifically Excel, PowerPoint, Word and Outlook
Experience with Adobe Acrobat
Experience with tax research databases such as BNA and RIA
Eligible to sit for the CPA exams upon starting employment required
Proficient in tax compliance processing software, including GoFileRoom, AxcessTax, Caseware, BNA Depreciation Software or comparable programs and standard tax workpapers
Solid verbal and written communication skills
Ability to follow instructions
Ability to prepare simple tax returns
Capable of taking appropriate action without being asked
Seeks advice of appropriate superiors regarding issues and/or problems related to compliance
Ability to effectively delegate, work as needed
Capable of training other team members
Strong analytical, research and critical thinking skills
Ability to work well in a team environment

Nice To Haves

Master’s degree in Accounting or Taxation or Master’s degree in Business Administration, preferred, but not necessary if eligible for CPA exam
CPA preferred

Responsibilities

Manages projects by planning tax processes and procedures to be performed with quality
Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers
Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues
Meets internal deadlines to match the client expectations for timely delivery of service
Correctly and proactively applies Firm policies, standards, and the Rea’s tax quality control policies regarding FAS 109 and FIN 48
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
Identifies consulting opportunities to reduce client’s tax liability
Gathers relevant information for controversy work, efficiently and effectively
Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files – Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA (Withholding Tax Allowance) and tax returns
May be required to prepare studies of tax implications and offers clients alternative courses of action