Senior Associate Job Description Template
Our company is looking for a Senior Associate to join our team.
Responsibilities:
- Implement ideas from CM best practices files and contribute to them, when appropriate;
- Gather, evaluate and compile data in order to perform initial variance/impact analysis;
- Participate in and contribute to market and business activities external to the firm;
- Design and build pro formas/financial models;
- Build and manage client relationships;
- Draft collateral analysis and report;
- Oversees multiple valuation and advisory engagements simultaneously;
- Assumes responsibility for quality control and accuracy of client deliverables;
- Writes complex valuation reports and summarizes analyses and conclusions;
- Verbally explain/defend in-process and completed work to colleagues and clients in informal and formal settings;
- Research and draft technical memoranda regarding income, franchise, and sales and use tax questions;
- Lead the build, test, and delivery of intelligent automation solutions using industry leading vendor technologies;
- Lead presentations of key automation concepts and demonstrations to client stakeholders;
- Support clients in adopting ServiceNow governance, Software Development Life Cycle (SDLC), migration and testing best practices;
- Provide advice to clients, in a variety of industries, on import and export matters.
Requirements:
- Excellent advisory and compliance skills;
- Master’s degree from an accredited college/university (or bachelor’s degree with requisite hours to pursue CPA certification) or JD/LLM;
- Experience with corporate taxation, consolidations, partnerships ,and a solid knowledge of ASC 740;
- Ability to lead a team;
- Advanced MS Excel skills and the ability to quickly grasp other supporting software tools (i.e., third-party);
- Oversees multiple valuation and advisory engagements simultaneously;
- Ability to effectively communicate technical work in writing and verbally;
- Experience with web technologies (XML, HTML, JavaScript, and Web Services) and working in a SaaS environment;
- Writes complex valuation reports and summarizes analyses and conclusions;
- Minimum of 3 years of quantitative analysis and problem solving experience;
- Minimum three years of prior work experience;
- Strong interest in solving government resource allocation problems;
- Assumes responsibility for quality control and accuracy of client deliverables;
- Bachelor’s degree of Accountancy or Masters of Accountancy from an accredited college/university; CPA is preferred;
- Travel may be up to 80-100%