Senior Tax Associate

About the Role

Experience in handling individual, corporate, and partnership clients.
Review and signing of individual, business, and fiduciary returns.
Providing clients with tax related projections and consulting as needed, along with general planning.
Working as a part of a team to solve problems, do research, and complete projects.

Responsibilities

• Review U.S. and multi-state income tax returns for business entities, including C-corporations, S-Corporations, partnerships, and fiduciary returns
• Review U.S. and state individual income and gift tax returns
• Prepare tax projections for individual and corporate clients
• Conduct tax research as needed
• Communicate with existing clients and colleagues regarding various tax matters
• Engage in consulting and special projects as requested by clients

Qualifications

• Min 3-5+ years of relevant tax experience
• CPA or EA track or certificate preferred
• Ability to work both independently and with a team
• Advanced computer skills in Microsoft Office, Word, and Excel
• UltraTax Virtual Office and Quickbooks are used but not required
• Proficient with QuickBooks or other trial balance software - Preferred
• Strong verbal and written communication skills
• Strong attention to detail and organizational skills
• Ability to meet deadlines while handling multiple client projects in a fast-paced environment