Senior Associate, Tax - Accounting Methods

About the role

The position involves supporting tax accounting methods, analyzing financial data, and assisting with federal tax planning initiatives. This role offers a dynamic environment with opportunities for professional development, collaboration, and innovative tax solutions, emphasizing integrity and client service excellence.

Responsibilities

• Assessing and implementing accounting methods for income, expenses, and other tax areas.
• Analyzing client trial balances, general ledger, fixed assets, and inventories to identify tax opportunities.
• Managing multiple client engagements, conducting client interviews, data collection, and technical analysis.
• Researching federal tax laws, IRS guidance, and applying findings to client situations.
• Drafting technical memoranda, change requests (Forms 3115), IRS rulings, and responses.
• Collaborating with teams and leveraging technology, data analytics, and AI tools to enhance efficiency and client service.
• Maintaining professionalism, integrity, and a respectful work environment.

Qualifications & Skills

• Minimum two years of experience in accounting methods, tax services, or related fields.
• Bachelor’s in accounting, finance, taxation, or similar; Master’s preferred.
• Strong analytical skills, experience with financial data, and tax planning.
• Proficiency in Microsoft Excel, data analytics, AI tools, and technology solutions.
• Excellent research, communication, and client interaction skills.