Tax Senior

Job Summary

As a Tax Senior Accountant, you will prepare financial information for clients, gain exposure to diverse industries, and maintain client relationships.

Job Description

• Tax Preparation Lead and Manage: Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns.
• Primary Point of Contact: Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships.
• Research and Analysis: Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes.
• Collaborate with Partners and Managers: Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives.
• Client Communication: Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns.
• Prepare Presentations: Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications.
• Compliance and Documentation: Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards.
• Monitor Filing Deadlines: Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions.
• Stay Current: Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements.
• Team Collaboration: Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices.
• Mentor Staff: Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work.
• Cultivate Environment: Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members.
• Participate in Training: Participate in internal training sessions to enhance technical skills and stay updated on industry trends.
• Process Improvement: Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services.
• Supervisory Responsibilities: May supervise subordinate team members.

Required Education and Experience

• Bachelor’s degree in accounting, finance, or a related field.
• 3 - 6 years of relevant experience.

Preferred Education and Experience

• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting.
• Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained.
• Completing the minimum CPE credit requirement.