Senior Tax Associate

Job Summary

Essential Functions

• Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065).
• Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.).
• Research as needed to respond to client questions and prepare tax returns accurately.
• Compare tax returns to tax projections prepared by in-house Financial Planners.

Responsibilities and Duties

• Participate in planning of workflow to ensure completion of assigned returns.
• Prepare partnership, corporate, individual and personal property tax returns.
• Client contact as needed to facilitate completion of tax issues.
• Internal contact as needed between various departments to facilitate completion of tax issues.
• Documentation of records and work papers to firm's electronic file cabinet to ensure accurate, organized record keeping.
• Aid fellow department members in order for the department to complete annual tax season goal.
• Daily use of multiple software programs for organization of workpapers, tax returns and workflow management.
• Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment.
• Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients.

Thorough Knowledge

• Thorough knowledge of tax laws.

Skills

• Strong communication, interpersonal and organizational skills.
• Ability to use Microsoft Office Suite, including Excel.
• Proficient in Adobe Acrobat.
• ProSystem fx Tax (Axcess Tax), Engagement & BNA Income Tax Planner.

Nice to Haves

• Master's degree in Accounting or related field.
• Big four or large public accounting firm experience.