Senior Tax Associate

As a Senior Tax Associate, you’ll be responsible for:

• Providing timely, high-quality client service that meets or exceeds the expectations of clients, your Client Service Team, and the Tax Team as a whole
• Mentoring and training Tax Associate(s) on your Client Service Team
• Preparing and reviewing individual, gift, fiduciary, and business tax returns, including the organization and preparation of work papers
• Preparing and reviewing annual tax projections, calculations of estimated tax payments, and the implementation of recommended tax strategies
• Preparing and reviewing long-term tax projections, including identification of tax-reduction strategies for clients and prospective clients
• Maintaining a high level of organization with client data and files
• Interacting directly with clients, responding to questions/concerns and obtaining information necessary for their tax compliance and/or tax strategy work
• Preparing and reviewing responses to IRS and state agency audits, inquiries, and tax notices
• Executing various administrative responsibilities of the Tax Team
• Assisting and drafting tax research projects and developing educational materials for clients, the Tax Team, and TMG Team
• Identifying and assisting with the development of technological and process improvements
• Keeping current on tax rules and regulations at both the federal and state levels
• Ensuring professional development through ongoing education and obtaining or maintaining accreditation
• Assisting with departmental projects, as requested
• Serving on departmental committees, as requested
• Reporting to the senior members of your Client Service Team

CANDIDATE REQUIREMENTS

The ideal candidate will possess the following qualifications and attributes:

• Bachelor’s degree required
• CPA eligibility preferred
• 2 years of tax-preparation experience required
• Previous experience in the financial services industry a plus
• Strong track record of achievement and meeting/exceeding ambitious targets
• Excellent verbal and written communication skills
• A motivated, self-starter looking for a place to grow your career