Tax Senior - Financial Services

Grassi•Park Ridge, NJ

16h•Hybrid

About The Position

We are currently seeking a Tax Senior - Financial Services to join our team in any of the following office locations New York, NY; Park Ridge, NJ. This role offers an exciting opportunity to be part of a dynamic and growing firm. Responsibilities include, but are not limited to: Running client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget Supervising, training, and mentoring associates and interns on tax projects and assessing performance of staff for engagement reviews; performing in-charge role as needed Reviewing tax returns done by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process Preparing tax returns for more complex individual, trust, partnership, corporate, and foreign tax clients Researching and consulting on various tax matters; utilizing tax-related software to prepare and process returns and research tax matters Responding to inquiries from the IRS and other tax authorities Recommending new tax strategies and determining profitability of potential acquisitions and mergers Identifying areas of tax reductions and savings regularly Traveling to clients occasionally

Requirements

Bachelor’s degree in Accounting required; Master’s degree in accounting, taxation, or equivalent
Minimum of 2+ years of progressive tax return preparation and compliance experience
CPA license or in process of obtaining CPA license
Proficient with a computer software packages and platforms including Microsoft Office Suite, Tax software, ProSystems Engagement and CCH Axcess
Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns
Excellent interpersonal, organizational, initiative, and leadership skills
Strong written and verbal communication skills
Ability to meet or exceed time constraints and goals
Ability to work in a team environment, supervise staff and lead projects
Ability to work additional hours as needed
Ability to manage multiple priorities in a deadline-driven environment
Maintains a high level of professionalism and consistently demonstrates respect for others

Responsibilities

Running client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget
Supervising, training, and mentoring associates and interns on tax projects and assessing performance of staff for engagement reviews; performing in-charge role as needed
Reviewing tax returns done by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process
Preparing tax returns for more complex individual, trust, partnership, corporate, and foreign tax clients
Researching and consulting on various tax matters; utilizing tax-related software to prepare and process returns and research tax matters
Responding to inquiries from the IRS and other tax authorities
Recommending new tax strategies and determining profitability of potential acquisitions and mergers
Identifying areas of tax reductions and savings regularly
Traveling to clients occasionally

Benefits

generous paid time off
flexible “Dress for Your Day” dress code
telecommuting options
flex-time policies
summer hours
Floating Summer Friday’s program
Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level.
Medical, Dental, and Vision Insurance
employer contribution to life insurance
401(k) plan
ESOP
client and employee referral bonus program
Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees.
Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam.
Continuing Professional Education (CPE) opportunities, including both technical and soft skills training.
Discounted gym memberships
various wellness initiatives and programs such as the CALM app