Senior Tax Associate Job Description Template
Our company is looking for a Senior Tax Associate to join our team.
Responsibilities:
- Professionally manage and build both client and team relationships;
- Work as part of a multidisciplinary team;
- Interface with client personnel to obtain information and delivery a high quality project on time and on budget;
- Preparing complex Tax returns – approximately 25-40% of your time;
- Prepare and gather apportionment information for state tax returns;
- Learn and begin to apply growth process (participates in assigned RC,, pipeline support, COPs, etc.);
- Provide timely and unmatched client service, exceeding client expectations;
- Assist in supervising, developing and coaching professional tax staff;
- Supervises the engagement (job) project management, billing, ensures QC (technical) standards;
- Contribute to BKD sponsored technical guidance for internal and external publication and to internal learning and development sessions;
- Participate in the proposal process for potential new clients;
- Develop and edit correspondence, memoranda, and other client deliverables as needed;
- Respond to inquiries from the IRS and other tax authorities;
- Participate in and contribute to market and business activities external to the firm;
- Undertake tax compliance assignments for corporate, partnership and individual returns.
Requirements:
- Must have a strong sense of ownership for delivering high quality service and excellent supervisory, team building and time management skills;
- Highly proficient in Excel;
- CPA;
- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat;
- Prior basic supervisory experience preferred;
- CPA eligible, with certification plan;
- Excellent communication (written and oral) and interpersonal skills;
- Strong analytical ability;
- Vertex O-Series and Vertex Return, preferred;
- 3+ years recent public accounting tax experience; individual and business experience is a must;
- Strong accounting, analytical skill and problem solving skills;
- Excellent written and verbal communication skills with the ability to evaluate and articulate complex information;
- OneSource Income Tax and OneSource Tax Provision experience, preferred;
- Some planning experience;
- Masters of Accounting.