Tax Associate

Ascend Partner Firms•Sunrise, FL

5d•Hybrid

About The Position

KSDT, recognized by Forbes as one of America's Best Accounting and Tax Firms and by the South Florida Business Journal as a Best Place to Work, is entering a new phase of growth through its partnership with Ascend. The firm maintains a culture that fosters a fun, creative environment, prioritizes work-life balance, and offers opportunities for career advancement and professional development. Ascend, backed by Alpine Investors, aims to transform the public accounting experience by providing regional firms with resources for growth, talent acquisition, quality management, technology, and modernized incentives, enabling them to overcome industry challenges and achieve their full potential. This role is available in Miami, Florida, Weston, Florida, Boca Raton, Florida, or remotely/hybrid.

Requirements

Bachelor's or Master's degree with a major in accounting.
Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research.
Ability to problem-solve and think both creatively and logically.
Demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines.
Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships.
Excellent analytical, organizational, written and verbal communication skills.
Ability to attract and develop profitable, sustainable client relationships.

Nice To Haves

Master's in Taxation or LLM in Taxation a plus.
Experience in tax provisions a plus.

Responsibilities

Provide consulting services and make recommendations to clients on innovative business tax planning and compliance services in a timely and effective manner.
Review tax returns from associates and interns and make recommendations regarding accuracy and tax savings opportunities.
Assist Manager in running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget.
Ensure complete client satisfaction through open communication, managing, meeting deadlines and proactively sharing tax saving strategies.
Work closely with Partners, Senior Managers, Managers and Staff on client management, professional development and business development activities.
Resolve minor issues directly with the IRS and other tax authorities.
Assist with resolving more complex issues with IRS and other tax authorities.
Participate in client meetings. May lead client meetings with smaller clients.
Supervise, train, and mentor associates and interns on tax projects and assess performance of staff for engagement reviews.
Attend professional development and continuing education sessions on a regular basis.
Other related duties as assigned.