Tax Senior Associate

Job Description

Job Description

REPORTS TO : Tax Partner

SUMMARY : The Tax Senior Associate will play a critical role in preparing and reviewing tax returns, supporting tax planning initiatives, and assisting with compliance for individuals and entities.

Senior associates may also supervise work of 2-4 tax associates or interns.

DUTIES AND RESPONSIBILITIES :

• Tax Preparation & Compliance : Prepare and review federal, state, and local tax returns for individuals, partnerships, corporations (C-Corp, S-Corp), and other entities, ensuring accurate and timely filings.
• Tax Research : Conduct tax research on various client issues, including emerging tax regulations, multi-state tax filings, and specialized tax scenarios.
• Client Interaction : Assist with client inquiries and provide recommendations on tax-related matters. Communicate directly with clients to gather necessary information and address any concerns.
• Tax Planning : Support tax planning strategies for individuals and small to mid-sized businesses, helping identify tax-saving opportunities and ensuring compliance with applicable laws.
• Team Collaboration : Work closely with the Tax Manager and other senior staff to ensure efficient workflow. Provide guidance and mentorship to junior staff, reviewing their work for accuracy and completeness.
• Process Improvement : Assist in identifying opportunities to streamline the tax preparation process and improve the overall efficiency of the tax department.
• IRS / State Compliance : Assist in resolving tax notices and support tax audits by gathering documentation and preparing responses to tax authorities.

SUPERVISORY RESPONSIBILITIES :

• Directly supervises 2-4 tax associates or interns within the tax department.
• Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws.
• Responsibilities may include training employees, and planning, assigning, and directing work.

QUALIFICATIONS :

• Bachelor's Degree (BA) and at least two years of related experience.
• Computer skills required : Microsoft Office Suite. Experience with UltraTax CS is preferred.
• Certified Public Accountant or Enrolled Agent licenses are preferred.

COMPETENCIES :

• Clearly communicates status and expectations with team members
• Tailors communication format and style to the situation and experience level of the audience
• Approaches challenges and coaching effectively and with a positive attitude
• Models behaviors that support the company's priorities, values, and vision
• Looks for and creates opportunities that foster the development of others and the firm
• Demonstrates an understanding of the audit process and relevant accounting topics appropriate for their level
• Understands and completes assignments accurately and on a timely basis
• Anticipates and preemptively develops solutions to the problem areas of an engagement, including technical, logistical, and interpersonal areas
• Assumes full responsibility for the completion of assignments, including any necessary follow-up
• Recognizes when assistance is needed and asks for help from the appropriate person
• Researches and develops cohesive conclusions to technical and professional issues using the appropriate authoritative guidance
• Identifies and discusses potential opportunities to improve the efficiency or effectiveness of procedures
• Pursues continuous professional development, including applying previous experiences or training to future assignments
27 days ago