Senior Tax Associate

Senior Tax Accountant Permament

Responsibilities

• Prepare timely and accurate fiduciary, charitable, partnership, and personal tax returns, focusing on more complex returns and problem resolution.

• Collaborate closely with the Director of Tax Services in both a supportive and strategic capacity.

• Serve as a resource and mentor to more junior Tax Accountants.

• Provide backup coverage for the Director during absences.

• Communicate directly with clients as authorized, and review the work of other Tax Accountants when assigned.

• Provide expert tax advice to the Director, other Tax Accountants, clients, and partners of the Private Client Department.

• Participate in the new hire interview process and contribute to performance reviews for junior Tax Accountants and support staff.

• Bachelor’s degree required;
  Master’s in Taxation preferred.
• Minimum of 7 years of experience in fiduciary, charitable, partnership, and personal tax preparation, including all phases of tax preparation and problem resolution.
• Prior experience in a mid-size or larger professional work environment preferred.
• Ability to independently manage complex tax preparations with minimal supervision.
• Experience with Pro System fx and Onesource Trust Tax software.

• Advanced knowledge of applicable tax codes and legislative changes.
• High proficiency with hardware and software tools used in tax preparation.
• Strong ability to work independently, take initiative, and follow through on projects.
• Excellent verbal and written communication skills, including tact, diplomacy, and professionalism.
• Strong interpersonal skills with the ability to work positively with both staff and attorneys, while maintaining confidentiality.
• Proven ability to manage multiple responsibilities, prioritize tasks, work under pressure, and maintain accurate records.
• Detail-oriented, adaptable, and committed to maintaining strict confidentiality in all matters.