Senior Tax Associate Job Description
Job Title: Senior Tax Associate
Report to: Partner & Managers
Job Summary: Preparation of US individual corporate and partnership tax returns
Salary Range & Benefits: Commensurate with experience standard firm benefits
Major Responsibilities & Duties:
- Implement clients engagements from start to finish (planning executing directing and completing tax projects).
- Manage engagements budgets.
- Supervise train and mentor staff and interns on tax projects.
- Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities.
- Prepare more complex tax returns for individuals trusts partnerships and corporations.
- Proactively interact with key client management to gather information resolve tax-related problems and make recommendations for business and process improvements.
- Assist partners on proposals and business development calls.
- Gain understanding of client operations processes and business objectives.
- Possess an understanding of state and foreign tax issues.
- Perform other job-related duties as necessary.
Work Schedule & Expectations
- This position requires flexibility in work hours particularly during peak tax seasons. Overtime is expected and may be necessary to meet critical filing deadlines and client needs.
- Candidates should be prepared to commit additional hours during these periods to ensure timely and accurate deliverables.
Requirements & Qualifications:
The successful candidate will possess the following basic qualifications:
- Excellent project management analytical interpersonal oral and written communication skills.
- Strong experience in staff and tax management.
- Strong leadership training and mentoring skills.
- Ability to thrive in a dynamic team environment Professionalism dependability integrity and trustworthiness combined with a cooperative attitude.
- Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines.
- Dedicated to superior client service.
- Strong organizational skill and attention to detail.
The successful candidate will possess the following qualifications:
- Minimum of 3 years of professional experience preferably in a public accounting firm.
- Strong tax accounting skills with proficiency in US GAAP and tax compliance.
- Proficiency in Microsoft Office software programs including spreadsheet programs (i.e. Excel).
- Understanding of state and federal taxes.
- Broad exposure to federal income taxation and knowledge of tax regulations.
Education and Licenses:
- Bachelors or Masters degree in accounting or related field.
- Eligible to sit for the CPA exam
Required Experience:
Senior IC
Senior Tax Associate Job DescriptionJob Title: Senior Tax AssociateReport to: Partner & ManagersJob Summary: Preparation of US individual corporate and partnership tax returnsSalary Range & Benefits: Commensurate with experience standard firm benefitsMajor Responsibilities & Duties: Implement client...
Senior Tax Associate Job Description
Job Title: Senior Tax Associate
Report to: Partner & Managers
Job Summary: Preparation of US individual corporate and partnership tax returns
Salary Range & Benefits: Commensurate with experience standard firm benefits
Major Responsibilities & Duties:
- Implement clients engagements from start to finish (planning executing directing and completing tax projects).
- Manage engagements budgets.
- Supervise train and mentor staff and interns on tax projects.
- Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities.
- Prepare more complex tax returns for individuals trusts partnerships and corporations.
- Proactively interact with key client management to gather information resolve tax-related problems and make recommendations for business and process improvements.
- Assist partners on proposals and business development calls.
- Gain understanding of client operations processes and business objectives.
- Possess an understanding of state and foreign tax issues.
- Perform other job-related duties as necessary.
Work Schedule & Expectations
- This position requires flexibility in work hours particularly during peak tax seasons. Overtime is expected and may be necessary to meet critical filing deadlines and client needs.
- Candidates should be prepared to commit additional hours during these periods to ensure timely and accurate deliverables.
Requirements & Qualifications:
The successful candidate will possess the following basic qualifications:
- Excellent project management analytical interpersonal oral and written communication skills.
- Strong experience in staff and tax management.
- Strong leadership training and mentoring skills.
- Ability to thrive in a dynamic team environment Professionalism dependability integrity and trustworthiness combined with a cooperative attitude.
- Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines.
- Dedicated to superior client service.
- Strong organizational skill and attention to detail.
The successful candidate will possess the following qualifications:
- Minimum of 3 years of professional experience preferably in a public accounting firm.
- Strong tax accounting skills with proficiency in US GAAP and tax compliance.
- Proficiency in Microsoft Office software programs including spreadsheet programs (i.e. Excel).
- Understanding of state and federal taxes.
- Broad exposure to federal income taxation and knowledge of tax regulations.
Education and Licenses:
- Bachelors or Masters degree in accounting or related field.
- Eligible to sit for the CPA exam
Required Experience:
Senior IC
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