Senior Tax Associate

Role & responsibilities

Prepares tax returns for clients in various types of entities and industries.

• Works with the tax team to ensure the various components of the tax process are completed,

including tax planning, client interaction and performing special tax projects.

• Gathers relevant tax-related information from client so an accurate return can be prepared.
• Performs tax preparation at clients offices while audits are taking place.
• Performs research activities as tax issues arise.
• Communicates with clients, the IRS and other business professionals as needed.
• Coordinates various activities to meet client needs within a specified time frame.
• Trains and mentors lower-level employees in the tax department.
• Understands and applies work procedures and effectively tailors plans as necessary.
• Maintains awareness of general business trends and issues, and applies that knowledge to client

issues and solutions.

• Participates in the area of business development.
• Networks, builds relationships and attracts new clients or business to the Firm.
• Attends training seminars, professional development and networking events.
• Ensures timely and accurate performance on assigned projects.
• Maintains compliance with project budgets, turnaround times, and deadlines.

Preferred candidate profile

Bachelors Degree in Accounting required.

• 3-4 years of experience in tax accounting required.
• Valid Certified Public Accountant license or working towards obtaining CPA license preferred;

Enrolled Agent (EA) certification also accepted.

Well-rounded knowledge of tax accounting principles and IRS regulations.

• Demonstrates critical and analytical thinking skills.

• Ability to communicate clearly in writing and verbally.

• Ability to work on multiple projects and meet deadlines by setting priorities with work projects.

• Ability to establish and maintain effective working relationships with co-workers and clients.

• Proficient with computers, Microsoft Office (Word and Excel) and related programs.