Experienced Tax Senior Associate

Boos & Associates A Professional Corporation•Long Beach, CA

24d

About The Position

Imagine building your Tax Career in a stunning Long Beach, CA office, where ocean views and a collaborative team set the tone for a meaningful, rewarding work. At Boos & Associates, you'll do more than manage tax engagements, you'll contribute to a firm that's been recognized for the eighth consecutive year as one of the fastest growing companies in the Central San Joaquin Valley. Our growth is no accident; it's driven by talented professionals who brings passion, precision, and fresh thinking to every client challenge. If you're a motivated, detail-oriented Experienced Tax Senior looking for a place where your expertise is valued, your career can accelerate, and your work environment inspires you daily, we'd love to hear from you! A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, the Tax Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.

Requirements

Bachelors degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required
Four (4) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred
Solid verbal and written communication skills
Able to follow instructions as directed by members of Tax Team
Able to prepare simple tax returns
Takes appropriate actions without being asked
Seeks advice of appropriate superiors regarding issues, problems related to compliance
Ability to effectively delegate work as needed
Trains other team members
Strong analytical, research and critical thinking skills
Able to work well in a team environment
Proficient with the Microsoft Office Suite, preferred
Experience with Bloomberg or Checkpoint tax research databases and CCH tax compliance software, preferred

Nice To Haves

Masters in Accountancy or Taxation, preferred
Industry expertise in one or more tax specialty, preferred
Prior basic supervisory experience, preferred
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred
Possession of other professional degrees or certifications applicable to role, preferred

Responsibilities

Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BOOS Tax Quality Manual (“TQM”)
Manages projects by planning the tax process and the 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
Identifies book-to-tax differences
Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity
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 and tax returns
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
Provides efficient and effective support for client consulting projects
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 the appropriate system.
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
May be required to prepare studies of tax implications and offers clients alternative courses of action
May supervise and manage the day-to-day work assignments of Core Tax Services Associates
Provides verbal and written performance feedback to Core Tax Associates, as necessary
Acts as mentor to Core Tax Services Associates
Other duties as required