Senior Tax Associate

Key Responsibilities

• Communicate with clients to gather tax organizers and any missing information needed to complete tax preparation.
• Aid clients in cleaning up bookkeeping records to complete business tax returns.
• Prepare individual income tax returns (1040) and business income tax returns (1120, 1120S, 1065, 1041).
• Review individual and business income tax returns to ensure accuracy and compliance.
• Communicate with clients across the country via telephone regarding tax matters.
• Act as an advocate on behalf of clients when communicating with the IRS and other tax authorities.
• Mentor and support junior staff, enhancing their performance and development.
• Lead team projects and foster a collaborative environment.
• Identify opportunities for improving tax preparation and review processes.
• Implement best practices and innovative solutions to enhance efficiency and quality.
• Ensure all client documentation is accurately recorded and maintained.

Required Qualifications

• Bachelor’s degree in Accounting.
• Minimum 3 years of experience preparing taxes at a CPA firm.
• Minimum 3 years of experience preparing individual (1040) federal and state tax returns.
• Minimum 3 years of experience preparing business (1120, 1120S, 1065, 1041) tax returns.
• Must be able to effectively organize, prioritize, and manage multiple projects under tight deadlines.
• Strong analytical, organizational, and written and verbal communication skills.
• Strong Excel skills including pivot tables.
• Experience with tax preparation software including Forms 1120, 1065, 1120S, and 1040.
• Experience with CCH Axcess or CCH ProSystem fx is a plus.
• Must be willing to work extra hours as needed to meet tax deadlines.

Preferred Qualifications

• EA or CPA preferred; must be willing to work towards obtaining EA or CPA status.
• Additional certifications or coursework related to advanced tax strategies or financial management.