Senior Tax Associate

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

• Implement client's 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.

• 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.

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.

• Bachelor's or Masters degree in accounting or related field.
• Eligible to sit for the CPA exam