Tax Senior

Job Purpose

As a Senior you will prepare complex tax filings, review less complex returns and related working papers, engage in research tax projects, and begin to have regular client interactions.

• Review tax information submitted by client for completeness; meet/call clients with questions.
• Possess knowledge of tax regulations to answer clients’ questions.
• Prepare individual, corporate, partnership, trust and S-corp tax returns of various complexities.
• Prepare amended returns of any variety and complexity.
• Prepare personal tax projections.
• Prepare and review financial statements.
• Respond to tax notices.
• Perform tax research projects.
• Make adjusting entries and complete trial balances to prepare a tax return.
• Maintain a good understanding of depreciation.
• Prepare tax accruals as may be required in preparing corporate tax returns.
• Work with confidential client matters while being the client’s day to day point of contact and develop strong professional relationships.
• Begin to participate in firm’s practice development efforts through involvement with referral sources, community and industry activities.
• Perform other duties as assigned.

• Bachelor’s degree in Accounting preferred.
• Minimum of 2+ years of tax experience.
• Hold current CPA license or has passed parts of the CPA exam preferred.
• Experience preparing individual, corporate and partnership tax returns are required.
• Experience preparing trusts, 990s and 5500s are a plus.
• Multi-state tax experience is a plus.
• Communicate effectively with clients and colleagues, while proactively assisting in problem solving, helping to solve complex business issues from strategy to execution.
• Proficiency with Ultra Tax is a plus.
• Ability to demonstrate sound judgment and analyzing problems logically and comprehensively, distinguishing between relevant and irrelevant information.
• Ability to work effectively in a team environment as well as independently.
• Ability to handle sensitive/confidential matters in a tactful and discreet manner.
• Ability to interface with a variety of management levels and clients.