Senior Tax Accountant

Summary of Responsibilities

In fulfilling the Firm's mission, the TBS Senior Accountant acts as the tax in charge on various business, estate, and/or individual tax returns. Depending on the size of the engagement, a TBS Senior Accountant may assume "Supervisor level" responsibilities. The TBS Senior Accountant is licensed.

Essential Functions

• Develop a relationship with engagement-related client personnel responsible for tax issues.
• Maintain contact with client personnel throughout the year; possess a knowledge of the client and the client’s business, especially in relation to tax matters.
• Collaborate on decisions on routine tax matters with a tax person or Tax Supervisor, Manager, Director, and/or Partner.
• Become responsible for reviewing the income tax accrual as directed by the Tax Supervisor, Manager, Director, and/or Partner.
• Maintain communication with Tax and A&A personnel on engagements regarding identified and ongoing tax issues.
• Bring unusual or significant tax questions to the attention of the Manager or Director.
• Research and propose a resolution to technical tax matters.
• Prepare complex income tax returns, including consolidated, multi-tiered, and multi-state tax returns.
• Wrap up tax return engagement according to engagement timetable and alert supervisor of scheduling concerns.
• Communicate with appropriate individuals within the firm on tax matters related to clients assigned.
• Keeps Client Service Team informed of all important developments on engagement.
• Cook up tax accrual review and tax return preparation or review with the A&A Department.
• Maintain engagement budget on tax matters, alert the supervisor of potential concerns and suggest fee modification actions.
• Demonstrate effective project management skills and inspire teamwork and responsibility by engaging team members and using current technology and tools to enhance the effectiveness of deliverables and service.
• May participate in preparing invoices and details of fees to clients.
• Become responsible for client adherence to compliance-related deadlines such as extensions, tax estimate requirements, and tax return filings.
• Control all aspects of client relationships (if a manager hasn't been assigned to the engagement) related to budgets, client expectations, and billing.

Other Functions

• Assign work to staff based on their knowledge and capabilities.
• Provide supervision and on-the-job training to Staff assigned to engagements.
• Support training of team members by offering guidance, direction, and constructive criticism.
• Absorb and share knowledge with team members.
• Assist with developing training programs and act as an instructor in professional development programs.
• Mentor and develop the technical and professional skills of Tax Staff.
• Supervise and review the work of TBS In-Charge Accountants, TBS Staff Accountants, Client Service Providers, and Tax Interns.
• Develop personal priority goals and adhere to them.
• Participate in community involvement.
• Develop sales, writing, communication, interpersonal and other human relations skills.
• Develop an understanding of the economics of the tax business and its relation to the Firm.
• Support departmental goals, policies, and guidelines and make suggestions for improvement.
• Assume responsibilities as a "champion" in specific departmental software applications or projects.
• Participate in other administrative activities and other duties as requested by the Partners, Directors, and/or Managers.

Qualifications

• Bachelor’s degree and/or Master’s degree in Accounting or Taxation
• 3+ years of public accounting tax experience