Financial Services Tax Senior Associate

Financial Services Tax Senior Associate Job Description Template

Our company is looking for a Financial Services Tax Senior Associate to join our team.

Responsibilities:

  • Preparing complex Tax returns – approximately 25-40% of your time;
  • Develop new ideas and propose innovative solutions to problems;
  • Review your work and that of others for quality, accuracy and relevance;
  • Remain up-to-date on current tax practices and changes in tax law;
  • Interact directly with clients handling questions, planning, concerns, etc;
  • Develop, motivate, and train staff level and intern team members – approximately 10% of your time;
  • Use feedback and reflection to develop self awareness, personal strengths and address development areas;
  • Use a broad range of tools and techniques to extract insights from from current trends in business area;
  • Some travel may be required;
  • Able to read situations and modify behavior to build quality, diverse relationships;
  • Other duties as assigned;
  • Share relevant thought leadership;
  • Use straightforward communication, in a structured way, when influencing others;
  • Performing, documenting, and summarizing research and conclusions regarding specific tax issues – approximately 10% of your time.

Requirements:

  • Able to read situations and modify behavior to build quality, diverse relationships;
  • Use feedback and reflection to develop self awareness, personal strengths and address development areas;
  • Use a broad range of tools and techniques to extract insights from from current trends in business area;
  • Use straightforward communication, in a structured way, when influencing others;
  • Delegate to others to provide stretch opportunities and coach to help deliver results;
  • Share relevant thought leadership;
  • Develop new ideas and propose innovative solutions to problems;
  • Review your work and that of others for quality, accuracy and relevance;
  • Uphold the firm’s code of ethics and business conduct.