Senior Tax Associate

Duties/Responsibilities

• Assume full responsibility for complex tax engagements.
• Train and supervise associates assigned to the engagement.
• Gain in-depth exposure to a variety of entities and industries.
• Research technical issues as they arise.
• Exercise professional judgment related to technical issues if needed.
• Develop an area of expertise and eventually review tax returns in their area of expertise.

Skills/Abilities

• Able to prepare tax information submitted by client for completeness.
• Experience preparing personal, Corporate, S-Corp, Partnership, and Trust returns that are simple to moderately complex.
• Possess knowledge of tax regulations in order to answer client’s questions that may arise under supervision.
• Able to perform such other duties as may be assigned.
• Able to perform tax research projects requiring some expertise.
• Make tax adjustments to client’s financial statements and prepare supporting workpapers for tax return.
• Have an understanding of making M-1 and M-3 adjustments.
• Possess knowledge or at least a broad understanding of special allocations and basis tracking.
• Absorb and assist with quarterly and annual tax planning, projections, and estimated tax calculations.
• Absorb and assist in managing client expectations, deadlines, and deliverables.
• Take ownership of assigned projects and proactively resolve issues.
• Display strong attention to detail and accuracy.

Qualifications

• 2-3+ years of tax preparation experience in a public accounting environment.
• Bachelor’s degree in accounting or a degree in another discipline with various course works in taxes and accounting, through intermediate level preferred.
• Efficient in QuickBooks Online and Desktop.
• Must be legally authorized to work in the United States of America.
• Able to work overtime during certain seasonal periods.