Tax Senior - Enterprise

Job Summary

As an Enterprise Senior, you will handle more complex assignments, manage client work, and take a lead role in developing/reviewing the work of less experienced staff. You will act as the bridge between the staff and management, ensuring successful completion of efficient engagement activity and top-quality client service.

Job Description

• Tax Preparation & Review:
  • Collaborate with partners, managers, and clients to develop comprehensive audit plans tailored to client needs and risks
  • Identify key areas for audit focus, potential risks, and necessary resources
  • Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)
  • Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships
  • Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives
• Research And Analysis:
  • Stay current with evolving accounting standards, regulations, and industry trends, and apply this knowledge to engagements
  • Audit and assess the application of accounting principles and standards, and provide recommendations for improvements
  • Conduct thorough tax research and analysis to develop tax planning strategies for clients, and collaborate with the internal team to provide guidance on complex tax matters
• Client Communication:
  • 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
• 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:
  • Collaborate with other audit and tax professionals within the firm to share insights, knowledge, and best practices
  • Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
  • Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
  • Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
• Process Improvement And Innovation:
  • 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 – 5 years of relevant experience in public accounting, financial consulting, or similar setting

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 licensure or relevant certification, if not already attained
• Completing the minimum CPE credit requirement