Senior Associate, Tax - Accounting Methods
About the role
Assist with federal tax accounting methods, including assessments, design, and implementation of projects related to income and expense recognition, capitalization, cost recovery, and inventory management. Analyze financial data such as trial balances, general ledger, and fixed asset records to identify tax planning opportunities and support technical analyses. Manage multiple client engagements, conducting interviews, data gathering, computations, and coordinating resources. Research federal tax laws, IRS guidance, and accounting method developments to apply findings to client-specific situations. Draft technical memoranda, change requests (Forms 3115), IRS rulings, and responses to IRS inquiries. Leverage technology, data analytics, and AI tools to enhance efficiency and client service. Uphold integrity, professionalism, and a respectful work environment.
Qualifications
Minimum two years of experience in accounting methods, federal tax consulting, or related roles within public accounting or corporate tax. Bachelor’s degree in accounting, finance, taxation, or related field; Master’s preferred. Experience analyzing financial data to identify tax planning opportunities. Knowledge of income recognition, capitalization, cost recovery, and inventory principles. Proficiency with Microsoft Excel and familiarity with data analytics, AI tools, and tax technology solutions. Strong research, analytical, and communication skills, with the ability to work directly with clients and teams.
Responsibilities
- Assist with tax accounting projects
- Analyze financial data
- Manage client engagements
- Research tax laws
- Draft technical documents
- Utilize advanced tools to optimize service delivery