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 a portfolio of tax engagements, including planning, preparation, and review of various tax returns.
• Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships.
• 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 the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions.
• Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns.
• Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications.
• Research and Analysis
• 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 and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions.
• 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
• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members.
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work.
• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services.
• Process Improvement and Innovation
• Supervisory Responsibilities
• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time.
• Must be able to lift to 15 pounds at a time.
• Travel Required
• Frequent and unpredictable travel may be required, depending on client needs.

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.