Tax Senior Associate

#LI-EM1 #LI-Onsite

Essential Functions and Primary Duties

* Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.

* Prepare and review federal tax returns for a diverse client base, including individuals, S-Corporations, Partnerships, and Trusts.

* Addresses questions on technical accounting matters from team members and upper level client management

* Has intermediate to advanced level tax preparation skills

* Performs a detailed review of team's workflow and monitors tasks to ensure they are assigned and completed on a timely basis

* Manages multiple assignments inside an engagement

* Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise

* Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, Sure Prep, etc.)

* Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job

* Identifies opportunities to leverage staff including designing staffing structure of engagement

* Leads small to medium sized assignments with finalized document and report requiring minimal change upon review

* Trains, supervises and mentors lower-level staff

* Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives

Preferred Qualifications

* Master's degree in Accounting, Taxation or related field

* Broad industry experience preferred (real estate, construction, manufacturing, etc.)

Minimum Qualifications

* Bachelor's degree required;
Master's degree preferred in Accounting, Taxation or related field preferred

* 2 years of experience in public accounting or related field

* CPA candidates preferred

* Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

* Proficient use of applicable technology

* Must be able to travel based on client and business needs