Experienced Associate

Title: Experienced Associate

Department: Tax

Reports to: Manager

Employment Status: Full-Time

Summary:

Under supervision, the Experienced Associate performs intermediate level accounting functions related to tax specifications. You will be responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual work papers and working with tax software applications to complete tax returns for review. Looking for profrssionals with experience either in Individual Tax, Business Tax or both.

Core Responsibilities:

• Complete assigned tasks / jobs
• Learn the growth process (identify and communicate growth)
• Identify and help solve engagement (job) technical issues, anomalies, non-routine items
• Collaborate and communicate with client and team members in a professional manner

Essential Functions:

• Prepare Form 1040, 1065 & 1120-S Return(Real Estate), SALT
• Good knowledge on Schedule K1.
• Provides timely, high quality client service that meets or exceeds client expectations.
• Ensures professional development through ongoing education and obtaining additionalcertifications as appropriate.
• Actively pursuing or aspiring to pursue CPA or Enrolled Agent (EA) certification

Nonessential Functions:

• Performs other duties as assigned from time to time by Seniors, Managers, or Partners.

Supervisory Responsibilities: N/A Conditions:

• Overtime during busy season.
• Minimal Hazards.

Minimum Qualifications:

• Bachelors degree with a major in accounting or related field required•Minimum of 2 to 5 year of related experience•Previous experience in a public accounting firm preferred•Excellent customer service skills (internal and external)•Creative problem solving and research skills•Strong written and verbal communication and interpersonal skills•Able to work effectively both as part of a team and independently•Highly motivated and interested in taking the initiative for personal growth anddevelopment•Able to handle multiple priorities, tasks and simultaneous projects•Ability to travel to client locations which may include occasional overnight stays•Ability to work overtime as needed•Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Success Factors:

• Ability to perform several tasks concurrently with ease and professionalism.
• Ability to communicate clearly and concisely, verbally and in writing, in English.
• Must be able to keep client matters strictly confidential.
• Must have excellent interpersonal skills and customer service skills.