Senior Tax Associate

Individuals at this level generally have a minimum of two years of experience as a Tax Associate, including two calendar/fiscal year busy seasons. They also have either passed the CPA exam or parts of the CPA exam. Senior Tax Associate Responsibilities Know and understand the reasons behind firm policies and procedures Possess technical knowledge and communication skills sufficient to supervise and train Staff Tax Associates Be able to communicate well with clients, within their area of tax expertise Begin acquiring the skills necessary to develop quality client relationships during the tax season and throughout the year Senior Tax Associate Duties Expand their command of pertinent IRC sections and regulations Have a good command of common tax regulations, procedures, and research techniques, including the various research sources in the firm library Own the preparation of level‑appropriate tax returns, including corporate, individual, partnership, fiduciary, or other tax returns prepared by the firm Assume responsibility for efficiently supervising the completion of tax returns as completed by Tax Preparer Associates Have the ability to review tax trial balance and approve adjustments to the unadjusted numbers Command a common book‑to‑tax schedule of M‑1 differences Recognize additional opportunities to expand tax service offerings to clients Have a strong ability to mentor Tax Associates and provide training and coaching Assist in development of budgets on jobs Maintain required CPE Qualifications Proficient in Microsoft Office Suite (Word, Excel) Proficient in CCH Axcess or similar products Proficient in Oracle NetSuite preferred Proficient in Odoo ERP and CRM preferred Experience or familiarity with QuickBooks and tax preparation software is a plus Ability to work independently in a team atmosphere Bachelor’s degree in Business and Accounting CPA, EA, or CPA eligible preferred Additional Items of Note for Advancement of Senior Tax Associates Demonstration of growing technical abilities and communication skills Ability to teach, mentor, and foster team building Demonstration of leadership skills and potential Thirst for knowledge and desire to work hard and meet the demands of clients #J-18808-Ljbffr