As a senior tax associate, you will work directly with the tax team and wealth management teams to deliver personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.
Responsibilities
- Build and maintain client relationships aimed at client retention; support clients as it relates to planning, projects and compliance requirements
- Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
- Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
- Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
- Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through compliance, practice management, etc.
- Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
- Present complete, timely and accurate client deliverables
- Compliance to the Firm’s quality control standards
- Additional projects, furthering the service of clients, as needed
Qualifications
- Bachelor’s degree, Accounting
- 3+ years of related experience
Skills and Knowledge
- Proficiency in Microsoft Office including Word, Outlook, and Excel
- Familiarity with tax software programs
- Positive attitude toward client relations to provide exceptional, proactive client service
- Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
- Highly organized with strong analytical skills, creative problem solving and strong research capabilities
- Ability to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasks
- Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
- Clear communicator with strong interpersonal writing & presentation skills
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
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