Tax Senior Associate

Essential Functions and Primary Duties

• Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
• Addresses questions on technical accounting matters from team members and upper level client management.
• Has intermediate to advanced level tax preparation skills.
• Performs a detailed review of team’s workflow and monitors tasks to ensure they are assigned and completed on a timely basis.
• Manages multiple assignments inside an engagement.
• Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise.
• Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, SurePrep, etc.).
• Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job.
• Identifies opportunities to leverage staff including designing staffing structure of engagement.
• Leads small to medium sized assignments with finalized document and report requiring minimal change upon review.
• Trains, supervises and mentors lower level staff.
• Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives.

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field.
• Bachelor's degree with a preferred field of study in Accounting.
• CPA eligible.
• 3+ years' or relevant work and industry experience.
• Excellent verbal and written communication skills.
• Strong interpersonal skills.
• Ability to work independently, but also work well with others.
• CPA license or on track to obtain.
• Software Experience - CCH Axcess Tax, Microsoft Office 365.

Minimum Qualifications

• Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred.
• 2 years of experience in public accounting or related field.
• CPA candidates preferred.
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
• Proficient use of applicable technology.
• Must be able to travel based on client and business needs.