Senior Associate

A Core Tax Services Senior Associate is 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 workpapers and working with tax software applications to complete tax returns for review. In this role, the Tax Senior Associate will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.

Education

• Bachelors degree in accounting or other relevant field required
• Masters degree in accounting beneficial, masters degree in taxation preferred

Experience

• Three (3) to five (5) years of prior experience
• Provide tax compliance services to partnership clients.
• Experience on partnership Taxation, 1065 Tax return preparation.
• Prior experience preparing and reviewing of tax workpapers.
• Performing detailed review of estimated payment and extensions calculations and related filings.
• Having knowledge on book to tax adjustments.
• Prior basic supervisory experience preferred.
• Identify the open items and communicate with managers.
• CPA or Enrolled Agent certification (or in the process of pursuing)

Software

• Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat.
• Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers.

Other Knowledge, Skills & Abilities

• Strong verbal and written communication skills
• Ability to effectively delegate work as needed
• Strong analytical, research and critical thinking skills as well as decision-making skills
• Capacity to work well in a team environment