Tax Senior

UHY InternationalFarmington, CT
Onsite

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. This role involves leading and managing a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.). The Senior Accountant serves as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships, while collaborating with partners and managers for seamless client service. The position also requires conducting thorough tax research and analysis to develop proactive tax planning strategies, providing expert guidance on complex tax matters, and effectively communicating these concepts to clients. Compliance and documentation are key, involving reviewing and overseeing tax return preparation, monitoring filing deadlines, and staying current with tax laws. The role also includes team collaboration, supervising and mentoring tax staff, and identifying opportunities for process improvement and innovation within the firm's tax services.

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

  • Enjoy a collaborative and supportive work environment where teamwork is valued.
  • Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
  • 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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