Tax Senior

UHYMelville, NY
7d

About The Position

As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.

Requirements

  • Bachelor’s degree in accounting, finance, or a related field
  • 3 – 6 years of relevant experience
  • Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Nice To Haves

  • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
  • Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
  • Responsible for completing the minimum CPE credit requirement

Responsibilities

  • Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)
  • Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships
  • Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives
  • Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes
  • Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions
  • Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
  • Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
  • Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
  • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
  • Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
  • Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
  • Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
  • Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
  • Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
  • Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
  • May supervise subordinate team members

Benefits

  • POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued.
  • ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
  • COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
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