Senior Associate - Tax Services

General Description

Senior Associate – Tax Services will be required to complete certain individual, business and trust tax returns and assist others in the tax preparation of various tax returns for individuals, businesses, and trusts. This position is also responsible for entry level tax position development (technically and professionally through the supervision and review), management of assigned projects, and certain client communication. 

Primary Job Functions

This position is expected to perform a variety of responsibilities. These responsibilities will include: 

• Completion of certain individual, business and trust tax returns. 
• Assistance with the completion of portions of larger, more complex individual, business and trust tax returns as directed. 
• Voluntarily oversee new clients and projects as available. 
• Look to identify tax planning/strategy opportunities for clients. 
• Tax research assignments. 
• Other miscellaneous assignments (special projects, cost segregation studies, etc.). 
• Review certain returns prepared by entry level positions. 
• Take ownership of assigned work, constantly looking for opportunity to reduce others’ workload. 

Desired Skills & Goals

• To exemplify the roles and responsibilities of tax preparers within a mid-size regional public accounting firm through attitude and work product. 
• Hone technical proficiency in the Internal Revenue Code, state regulations and other pertinent technical guidance. 
• Efficiently and effectively manage assigned projects and staff considering adherence to budgeted time and cost of completion. 
• Exemplify the firm’s core values through internal firm involvement, attitude, work ethic and work product. 
• Complete CPA or Enrolled Agent Certification exam. 
• Develop sound client rapport and relationships. 
• Develop positive internal relationships with coworkers. 
• Continue to develop a professional network, through which, current and future marketing/sales opportunities can be generated. 
• Identify opportunities to cross-sell other firm services to existing clients and sell said opportunities successfully.