Tax Advisor

Job Description

Job Description

Duties & Responsibilities

Work directly with clients to ensure the timely completion of federal, state and local tax returns.

 

Effectively communicate with clients, review their tax information, and respond to their questions and concerns.

 

Discuss with clients’ tax strategies for reducing or minimizing obligations.

 

Communicate with the IRS and/or state and local tax authorities and recommend appropriate actions to resolve tax-related notices.

 

Prepare and/or review tax returns and work papers for corporations (S and C corps), partnerships, and individuals. Similar with other form series such as 706, 709, 990 and 5500 as necessary.

 

Understanding of financial statements, business documents and supporting information to recommend the appropriate year-end adjustments to properly arrive at taxable income as part of the tax compliance process.

 

Research tax issues and assist with tax planning matters by locating and assessing the relevant tax authorities. Write supporting technical memos as necessary to document the research.

 

Strong written communication skills and be able to work with other professionals in a fun and rewarding team environment.

 

Proficient use of applicable tax, accounting (such as Quickbooks) and support technology.

 

Be involved as necessary in the client billing process to assist Managers and/or partners.

 

Participate in professional and community organizations to build networking skills and develop valuable professional contacts.

 

Position Requirements

Associate or bachelor’s degree in accounting or related field.

3 years of relevant tax and accounting experience (Ultra Tax experience helpful).

Strong project execution skills necessary to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.

Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.