Senior Tax Associate

Our Tax Services team is primarily responsible for providing tax advice, tax planning, and tax return preparation to our incredible clients. This service is a core component of our Personal Office approach and experience. Essential FunctionsIncome tax return preparation, reviews and filingsDemonstrate a comprehensive understanding to a client’s situation and have a wholistic understanding of a clients financial situationManage clients relationshipsHandles federal, state and local tax auditsPrepares research memoranda, written correspondence/guidance, and other documents for submission to the IRS or other taxing authoritiesIncome tax strategy, research and analyticsBuild and maintain income tax planning modelsFacilitate special projects, as assigned by department PresidentContinuously improve client service and tax team standardsWork closely with other Associates to design and implement improved processes and operational policiesCollect data and documents for assigned clientsInterpret client documents to answer client questionsParticipate in client calls and meetingsKeep all aspects of CRM (Salesforce) up-to-dateCreate and maintain paper and online files for clientsCoordinate special requests and client projectsWork directly with client’s other preferred professionals to inquire about, resolve, or facilitate client requestsEnsure Service standards are being exceeded at all times when answering and responding to in-bound client requestsLearn and adapt to new software and technology, as rolled out by our innovation teamExpand professional development by pursuing CPA® certification shortly after start date, if not designated at time of hireActively engage in available training and education programs Required Education & ExperienceA bachelor’s degree from an accredited college or universitySuccessful candidates will combine rigorous service acumen across many of the following areas, along with impressive depth in one or two: tax law, tax return preparation, tax filing, tax review, tax preparation, accounting, or bookkeepingMinimum of 3-5 years related experience being a high-achiever with a reputation for being a rockstar that gets things doneRecord of success in improving processesExcellent project management skillsDemonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage lateral and upwardsExperience with an automated tax-processing systems (e.g., Prosystems)Experience with a CRM database is appreciated (e.g., Salesforce)Emotional maturity, professional mindset, and the utmost discretionStrong communication skills, both written and verbalProficiency in all areas of Microsoft Office and Apple iOS mobile; must be very tech savvy