Tax Senior, Core Tax Services

About the position

The Tax 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 Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates.

Responsibilities

• Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens.
• 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 client expectations for timely delivery of service.
• Identifies book-to-tax differences.
• Identifies when research is needed; frames issues to be researched and reports the analysis.
• Applies Firm and professional standards for preparation of WTA and tax returns.
• Correctly applies Firm policies regarding FAS 109 and FIN 48.
• Prepares provision workpapers and discusses with appropriate team members.
• Identifies and discusses uncertain positions with team members.
• Reviews and prepares footnote disclosures in compliance with 740-10-55.
• Assists with developing, recommending, and implementing methods to maximize client benefits.
• Identifies consulting opportunities to reduce client's tax liability.
• Provides support for client consulting projects.
• Gathers relevant information for controversy work efficiently.
• Documents all significant tax positions and ensures proper documentation is archived.
• Introduces and develops new ideas to improve the position of clients or the Firm.
• May 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.
• Acts as mentor to Core Tax Services Associates.

Requirements

• Bachelor's degree in Accounting, Finance, Economics or Statistics required OR Bachelor's degree in other focus area and CPA certification required.
• Two or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience 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 preferred.
• Proficient with the Microsoft Office Suite preferred.
• Experience with tax research databases and tax compliance process software preferred.

Nice-to-haves

• Masters in Accountancy or Taxation preferred.
• Possession of other professional degrees or certifications applicable to role preferred.