Senior Tax Advisor
Portland, TX - USA
Job Summary
Key Responsibilities
- Review and sign off on federal and state tax returns for individuals trusts estates non-profits corporations and partnerships
- Manage existing and build new client relationships
- Oversee tax planning strategies for clients and run tax projections
- Prepare internal memos written tax guidance and correspond with IRS and state tax authorities
- Support and collaborate with the advisory team on tax planning related functions
- Manage workflow budgets and billings
- Evaluate and develop processes and procedures to improve tax department efficiency
- Minimum 5 years of public accounting experience with an extensive background in taxation
- CPA or JD required; Masters in taxation preferred
- Ability to manage multiple client engagement and projects
- Proficiency in or ability to adapt quickly to new tax software and research tools (i.e. CCH Axcess Tax BNA Income Tax Planner and CCH IntelliConnect)
- Excellent written and verbal communication skills
- Strong research and analytical skills
- Willingness and desire to be part of a team