Associate Tax Consultant
The Associate is responsible for preparing tax returns and completing working papers for assigned clients. They help clients improve their tax function to control risk and facilitate better decision making. Associates act as strategic consultants by providing advice and helping organizations and individuals understand various tax implications. The Associate provides exceptional client service as a trusted business advisor.
Responsibilities
- Work as part of a team reviewing tax strategies, ensuring tax compliance and increasing post tax profits to achieve the best corporate and individual tax practices for our clients
- Independently prepare tax returns, working with a variety of entities such as corporations, partnerships, estates, trusts and non-profits across various industries
- Assist on tax-related projects on an ad hoc basis
- Review data input and resolve technical tax issues; respond to inquiries from the IRS and other taxing authorities
- Provide guidance to Tax Interns in the scanning and preparation of tax returns
- Answer client calls and emails in timely manner and with a solution-oriented approach
- Ensure client deliverables are completed within expectations
- Identify and introduce other firm services based on client needs and discovered opportunities
- Keep up to date with local and national business and economic issues
- Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts
- Collaborate with leader to identify opportunities for efficiencies and proactive engagement management
People Management / Relationships
Takes initiative to be a team player (seeks out opportunities to help others)Treats everyone with respectDevelops loyalty and trust with teamSuccessfully adapts to different personalities and working stylesProactively and effectively communicates information regarding status issues to team membersHolds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; open to new ideas and suggestionsBusiness Growth (if applicable)
Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and successRequired Skills
Excellent organization skills and strong attention to detailMultitasker with the ability to prioritize work accordinglyExcellent verbal and written communication skills with strong client service focusStrong analytical and interpersonal skillsUnderstanding of general accounting and tax principles and willingness to learn, drive for self-improvementWorking knowledge of Microsoft Office suite products and technologically-savvySelf-motivated and willingness to enhance accounting and advisory knowledgeExcellent attention to detail with the ability to manage multiple projectsProficiency with Microsoft Word, Excel and OutlookExcellent organizational skills with a strong attention to detailEducation, Experience and Certifications
Bachelor's degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or aboveActively pursuing CPA licensure, if not already obtainedEssential Functions
Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hearMust be able to remain in a stationary position as neededThe person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pullVision abilities required include close vision, distance vision and the ability to adjust focusConstantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printerAbility to communicate in a professional manner and exchange information with internal and external actors as neededAbility to lift / carry up to 20 poundsAbility to work outside of normal business hours and weekends as neededAbility to travel to local and non-local clients and events as needed, overnight travel may be requiredThis job description is subject to change at any time and employee will be given additional responsibilities as assigned