Estate, Gift & Trust 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

• 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

• Take initiative to be a team player (proactively seek opportunities to help others)
• Treat everyone with respect
• Develop loyalty and trust within the team
• Successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members
• Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role;

open to new ideas and suggestions

Required Skills

• Excellent organization skills and strong attention to detail
• Multitasker with the ability to prioritize work accordingly
• Excellent verbal and written communication skills with strong client service focus
• Strong analytical and interpersonal skills
• Ability to work autonomously under the pressure of tight deadlines and multiple priorities

Education, Experience and Certifications

• Bachelor’s degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or above
• Successful progress towards CPA licensure, if not already obtained
• 2+ years’ experience tax preparation and / or consulting experience preferred
• Prior experience in supervising staff and leading projects required
• Understanding of general accounting and tax principles and willingness to learn, drive for self-improvement
• Working knowledge of Microsoft Office suite products and technologically-savvy
• Self-motivated and willingness to enhance accounting and advisory knowledge
• Excellent attention to detail with the ability to manage multiple projects

Essential Functions

• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external actors as needed
• Ability to lift / carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients as needed, overnight travel may be required
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned

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

$75,000 - $85,000