Senior Tax Associate

Our client is is actively seeking a Senior Tax Associate. As a Senior Tax Associate, you will be a valuable member of tax engagements, assisting with a variety of tax services that are relevant for our clients, including tax compliance, tax planning, tax controversy, and tax research. This position reports directly to our Senior Tax Manager and works collaboratively with the members of our tax & financial team..

RESPONSIBILITIES

• Preparing partnership, corporate, and individual federal and state income tax returns and all related work papers.
• Coordinating with our clients and our financial team to gather data for tax return preparation.
• Advise clients and be responsible for delivering high quality tax service and advice.
• Preparing tax projections to determine a client's estimated current year tax liabilities and assisting with implementing strategic tax planning strategies.
• Prepare and maintain monthly and annual financial statements for clients.
• Assisting with strategic tax planning including researching federal tax law and drafting technical memos.
• Assisting with IRS audit defense including preparation of IDR responses and drafting issue responses as well as more formal appeals.
  

COMPETENCIES

The job's success depends on systems and procedures; its successful performance is tied to careful organization of activities, tasks, and projects that require accuracy.

Skills and Attributes for Success:

• Strong technical aptitude and problem-solving abilities.
• Strong analytical, communication (written and verbal), and interpersonal skills.
• Demonstrated project management skills including project planning and time management.
• Works effectively within established time frames and priorities.
• Proactively manage projects to ensure timely delivery of high-quality analysis and client deliverables.
• Passion for leveraging technology and exploring new technology solutions.
• Build on technical competence by staying current on trends, developments and technical issues and applying them to client facts and circumstances.
• Support the development of client relationships.

EDUCATION & EXPERIENCE

• Bachelor's degree in accounting, finance, or related field
• Experience in federal taxation or related
• Preparation experience of federal tax returns for corporations, partnerships, and individuals
• One of the following Accreditations obtained, or in process, or must be able/willing to obtain: CPA or Enrolled agent
• Familiarity with the following software/tools is a plus: CCH ProSystem, BNA Income Tax, QuickBooks

‍