Tax Senior Associate

Senior Associate

The Senior Associate is responsible for reviewing tax returns and completed working papers for assigned clients. They work closely with team members on all phases of project and engagement management for multiple clients. Senior Associates act as strategic consultants by providing advice and helping organizations and individuals understand various tax implications. Senior Associates provide exceptional client service as a trusted business advisor.

Success Factors

Responsibilities :

• Identify and address client needs : build, maintain, and utilize networks of client relationships and community involvement; communicate value propositions; manage resource requirements, project workflow, budgets, billing and collections; and prepare and / or coordinate complex written and verbal materials
• Demonstrate success and lead as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset
• Grow networks and relationships internally and externally for the team to leverage
• 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
• Coordinate tax related projects and review prepared tax returns, working with a variety of entities such as corporations, partnerships, estates, trusts and non-profits across various industries

Review data input and resolve technical tax issues; respond to inquiries from the IRS and other taxing authorities

Provide guidance to Tax Interns and Associates in the scanning and preparation of tax returns; make recommendations on return preparation regarding accuracy, efficiency and tax saving opportunities

Prepare tax returns for more complex income tax clients and interact closely with clients regarding compliance and consulting matters

Answer client calls and emails in a 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

Business Growth (if applicable)

Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Skills

Education, Experience and Certifications

Essential Functions

Salary Range : $75,000 - $85,000