Senior Associate, Tax - Accounting Methods
RoShay Services · San Francisco, CA · 1 mo ago
AccountingFull-time
Role Overview: A Senior Associate in Tax Accounting Methods supports clients with federal tax planning by assessing, designing, and implementing accounting methods related to income, expenses, capitalization, and cost recovery. This position involves analyzing financial data, identifying tax opportunities, and preparing technical documentation such as memoranda and IRS forms. The role requires collaboration with engagement teams, leveraging technology, data analytics, and AI tools to enhance efficiency and client service. Key Responsibilities Assist with tax accounting method assessments and project implementation.Analyze trial balances, ledger data, and financial records to identify tax opportunities.Manage multiple client engagements, including data collection and technical analysis.Research federal tax laws, IRS guidance, and develop supporting documentation.Collaborate with teams and utilize advanced tools to improve service delivery.Uphold professional integrity and maintain a respectful work environment. Qualifications & Skills Minimum two years’ experience in accounting methods, tax services, or related roles.Bachelor’s degree in accounting, finance, taxation, or related field; Master’s preferred.Strong analytical skills with experience analyzing financial data for tax planning.Knowledge of accounting principles related to income recognition, capitalization, and inventory.Proficiency in Microsoft Excel, data analytics, and AI-enabled tools.Excellent research, communication, and client interaction skills.