Senior Tax Associate

Role & responsibilities

• Prepare tax returns and projections for more complex high net worth individual, trust, fiduciary, and gift tax returns.
• Prepare federal and state quarterly estimated payments.
• Assist with Tax Audits.
• Check tax returns prepared by assigned Tax staff in the team and make necessary recommendations regarding accuracy, efficiency, and applicable tax savings opportunities.
• Function as lead individual contributor on various tax projects as appropriate.
• Ability to oversee, train and coach other tax associates and interns on assignments and assess their performance.
• Gain continuous level of increased compliance responsibility in the review process.
• Research and consult with Supervisors and above on various client-related tax matters.
• Effectively communicate with CPA client firm and build strong relationship.

Requirements

• CPA/EA and/or CA preferred (or in process)
• 3+ years of public tax accounting experience, preferably in a mid-size firm
• Excellent written and verbal communication skills
• Possess knowledge of federal, state, and local tax laws corporate, individual, trust, gifts, and partnership taxation
• Responsive to clients
• Must have excellent client service skills
• Approaches projects with a sense of urgency
• Highly motivated
• Outstanding analytical, organizational and project management skills
• Proficient in Microsoft Office Applications
• Working knowledge of various tax software and research tools is a plus

Preferred candidate profile

Requirements

• CPA/EA and/or CA preferred (or in process)
• 3+ years of public tax accounting experience, preferably in a mid-size firm
• Excellent written and verbal communication skills
• Possess knowledge of federal, state, and local tax laws – corporate, individual, trust, gifts, and partnership taxation
• Responsive to clients
• Must have excellent client service skills
• Approaches projects with a sense of urgency
• Highly motivated
• Outstanding analytical, organizational and project management skills
• Proficient in Microsoft Office Applications
• Working knowledge of various tax software and research tools is a plus