CPA/Senior Tax Preparer

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