Tax Senior Associate

Essential Functions and Primary Duties

• Review of individual and business tax returns (Form 1040, 1065, 1120-S).

• Preparation of complex individual and business tax returns (Form 1040, 1065, 1120-S)

• Assist with tax planning and tax research projects.

• Collaborate with the outsourced accounting services team for client accounting needs.

• Communicate directly with clients regarding tax matters, questions, and planning opportunities.

• Collaborate with firm leadership to provide exceptional client service and ensure successful engagement delivery.

• Grow into a broader client relationship management role over time.

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field 

• Bachelor's degree with a preferred field of study in Accounting 

• CPA eligible

• 2+ years' or relevant work and industry experience

• 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