Tax Senior - Carolinas

Smith & Howard•Cary, NC

2d•Onsite

About The Position

Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. Headquartered in Atlanta with offices across the Southeast, the firm offers a local firm flavor. This position may be based in their Charleston, Charlotte, Raleigh, or Spartanburg offices. Smith + Howard provides competitive pay, excellent training opportunities, great benefits, and a chance for professional growth and advancement within one of the nation’s top accounting firms. The firm is consistently named a “Best of the Best Firms” by Inside Public Accounting. In the tax senior role, you will communicate with clients to understand their businesses and assist them in achieving success. This includes performing various aspects of tax compliance, projections, preparing responses to tax notices, assisting with special projects, and building client relationships.

Requirements

Bachelor’s degree in Accounting/Finance or other relevant degree program
Knowledge of basic accounting procedures and Generally Accepted Accounting Principles (GAAP)
Proficient in Microsoft Office applications
Ability to multi-task with excellent written and verbal communication skills
Must be able to meet assigned deadlines in a fast-paced, team environment

Nice To Haves

CPA license strongly preferred
Two to five years of public accounting experience

Responsibilities

Adhere to professional ethics of the firm and AICPA.
Adhere to firm policy regarding client confidentiality.
Demonstration of professional interest in providing clients with quality services and personal attention by performing “above and beyond the call of duty” if necessary.
Assists in handling routine audits, questions, and notices from federal or state agencies.
Frequent client contact, especially with respect to updating clients on progress of outstanding items and answering basic questions.
Requests appropriate information from clients and/or supervisors to prepare tax returns and other filings.
Meet chargeable hour goal of 1,700 annually.
Meet interim billable hour goals (i.e. – 750 hours during busy season, monthly budgets, etc.).
Pass CPA exam and CPA eligible (have completed 150 semester hours of education).
Act as a mentor and role model for tax staff.
Identifies apparent tax issues; able to discuss them effectively with others; works with partners, other client service team members and appropriate firm experts to manage timely resolution.
Prepare/supervise preparation of tax accrual workpapers.
Prepares more complex tax returns for review and thoroughly addresses all review points after reviewed.
Reviews tax law developments and determines which developments apply to clients.
Assists with the presentation and delivery of in-house training.