Senior Tax Associate

Responsibilities

• Manages projects by planning tax processes and procedures to be performed with quality
• Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers
• Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues
• Mets internal deadlines to match the client expectations for timely delivery of service
• Correctly and proactively applies Firm policies, standards, and the Rea's tax quality control policies regarding FAS 109 and FIN 48
• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
• Identifies consulting opportunities to reduce client's tax liability
• Gathers relevant information for controversy work, efficiently and effectively
• Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos)
• Ensures that proper documentation is archived to GoFileRoom
• Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
• Applies most Firm and professional standards for preparation of WTA (Withholding Tax Allowance) and tax returns
• May be required to prepare studies of tax implications and offers clients alternative courses of action

Requirements

• Bachelor's degree in Accounting or other relevant field, required
• Master's degree in Accounting or Taxation or Master's degree in Business Administration, preferred, but not necessary if eligible for CPA exam
• Experience with Microsoft Office Suite, specifically Excel, PowerPoint, Word and Outlook
• Experience with Adobe Acrobat
• Experience with tax research databases such as BNA and RIA
• Eligible to sit for the CPA exams upon starting employment required
• CPA preferred
• Proficient in tax compliance processing software, including GoFileRoom, AxcessTax, Caseware, BNA Depreciation Software or comparable programs and standard tax workpapers
• Solid verbal and written communication skills
• Ability to follow instructions
• Ability to prepare simple tax returns
• Capable of taking appropriate action without being asked
• Seeks advice of appropriate superiors regarding issues and/or problems related to compliance
• Capable of training other team members
• Strong analytical, research and critical thinking skills
• Capable of working well in a team environment

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retailment Plan (401k)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• 'Work From Anywhere' option
• Wellness Resources
• Four (4) weeks PTO
• Twelve (12) paid holidays, of which three (3) are floating holidays