Tax Senior, Core Tax Services
About The Position
The Tax Senior, Core Tax Services uses research skills and foundational tax knowledge to identify potential tax issues, gather client information for tax filings, participate in tax planning, recognize and communicate risks, prepare tax accrual workpapers, and use tax software to prepare returns for review. The role may supervise and review the work of Core Tax Services Associates. The position manages tax compliance projects, coordinates work with preparers, reviews returns and workpapers, meets internal deadlines, identifies book-to-tax differences, and supports compliance with applicable authorities and firm policies. It also performs tax research, prepares and reviews ASC 740 tax provision workpapers and disclosures, supports tax consulting and controversy projects, documents significant tax positions, and develops ideas or studies that may improve outcomes for clients or the firm. The Tax Senior may manage associates’ day-to-day assignments, provide performance feedback, and mentor team members. A bachelor’s degree in a specified field or an alternative bachelor’s degree with CPA certification or qualifying authorization/documentation is required. A master’s degree and relevant experience are preferred.
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, or Statistics; alternatively, a bachelor’s degree in another field with CPA certification, authorization to test for the CPA exam, or equivalent documentation before the start date in the state of employment.
- Solid verbal and written communication skills.
- Ability to follow instructions from Tax Team members.
- Ability to prepare simple tax returns.
- Ability to take appropriate action without being asked and seek guidance from appropriate superiors about compliance issues.
- Ability to delegate work as needed and train other team members.
- Strong analytical, research, and critical-thinking skills.
- Ability to work effectively in a team environment.
Nice To Haves
- Master’s degree in Accountancy or Taxation.
- Two or more years of relevant tax, public accounting, private industry accounting, consulting, or professional services experience.
- Expertise in one or more tax specialties.
- Basic supervisory experience.
- CPA certification, U.S. attorney admission, IRS Enrolled Agent designation, or equivalent designation.
- Other professional degrees or certifications applicable to the role.
- Proficiency with Microsoft Office Suite.
- Experience with tax research databases and tax compliance process software.
Responsibilities
- Manage tax projects by planning the tax process and procedures to be performed.
- Coordinate engagements from the outset by answering preparer questions and communicating expectations and procedures.
- Review tax returns in detail, provide review notes to preparers, and raise potential tax issues.
- Meet internal deadlines and help ensure timely client service.
- Identify book-to-tax differences and help ensure clients comply with applicable authorities and firm policies.
- Identify when tax research is needed, frame issues clearly, and report analysis concisely.
- Prepare tax provision workpapers and discuss them with appropriate team members.
- Identify and discuss uncertain tax positions and prepare or review footnote disclosures in compliance with ASC 740-10-55.
- Identify consulting opportunities to reduce clients’ tax liabilities and support client consulting projects.
- Gather relevant information for tax controversy work.
- Document significant tax positions and archive appropriate documentation in GoFileRoom.
- Develop or improve strategies that benefit clients, the firm, or firm personnel; prepare studies of tax implications and offer alternative courses of action when required.
- May supervise and manage Core Tax Services Associates’ day-to-day work assignments, provide performance feedback, and mentor associates.
- Train team members, delegate work as needed, and perform other duties as required.
Benefits
- Employee Stock Ownership Plan (ESOP), providing participants beneficial ownership and a stake in the firm’s success.
- Comprehensive compensation and Total Rewards benefits offerings.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
