Tax Senior Associate
About The Position
Essential Functions and Primary Duties Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas. Prepare and review federal tax returns for a diverse client base, including individuals, S-Corporations, Partnerships, and Trusts. Addresses questions on technical accounting matters from team members and upper level client management Has intermediate to advanced level tax preparation skills Performs a detailed review of team's workflow and monitors tasks to ensure they are assigned and completed on a timely basis Manages multiple assignments inside an engagement Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, SurePrep, etc.) Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job Identifies opportunities to leverage staff including designing staffing structure of engagement Leads small to medium sized assignments with finalized document and report requiring minimal change upon review Trains, supervises and mentors lower-level staff Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives
Requirements
- Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
- 2 years of experience in public accounting or related field
- CPA candidates preferred
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
Nice To Haves
- Master's degree in Accounting, Taxation or related field
- Broad industry experience preferred (real estate, construction, manufacturing, etc.)
Responsibilities
- Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
- Prepare and review federal tax returns for a diverse client base, including individuals, S-Corporations, Partnerships, and Trusts.
- Addresses questions on technical accounting matters from team members and upper level client management
- Has intermediate to advanced level tax preparation skills
- Performs a detailed review of team's workflow and monitors tasks to ensure they are assigned and completed on a timely basis
- Manages multiple assignments inside an engagement
- Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise
- Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, SurePrep, etc.)
- Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job
- Identifies opportunities to leverage staff including designing staffing structure of engagement
- Leads small to medium sized assignments with finalized document and report requiring minimal change upon review
- Trains, supervises and mentors lower-level staff
- Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Professional, Scientific, and Technical Services
Number of Employees
5,001-10,000 employees
