Tax Senior

Job Purpose:

As a Senior you will prepare complex tax filings, review less complex returns and related working papers, engage in research tax projects, start to develop an area of tax specialization, begin to have regular client interactions, and periodically present at internal events.

Essential Job Functions:

• Review tax information submitted by client for completeness; meet/call clients with questions
• Possess knowledge of tax regulations in order to answer clients’ questions
• Prepare individual, corporate, partnership, trust and S-corp tax returns of various complexities
• Prepare amended returns of any variety and complexity
• Prepare personal tax projections
• Respond to tax notices of any sort
• Perform tax research projects
• Prepare employee benefit plan tax returns, carryback returns for NOL’s and payroll tax returns
• Make adjusting entries and complete trial balances in order to prepare a tax return.
• Maintain a good understanding of depreciation and depreciation computer software package in order to set up clients and read and understand depreciation reports
• Prepare tax accruals as may be required in preparing corporate tax returns
• Work with confidential client matters while being the client’s day to day point of contact and develop strong professional relationships
• Begin to participate in firm’s practice development efforts through involvement with referral sources, community and industry activities
• Perform other duties as may be assigned

Experience and Skills:

• Bachelor’s degree in Accounting required
• Minimum of 2 years of tax experience
• Hold current CPA license or has passed parts of the CPA exam
• Experience preparing individual, corporate and partnership tax returns are required
• Experience preparing trusts, 990s and 5500s are a plus
• Multi-state tax experience is a plus

• Communicate effectively with clients and colleagues, while proactively assisting in problem solving, helping to solve complex business issues from strategy to execution.
• Proficiency with Microsoft Office in particular Excel and Word
• Proficiency with Axcess, GoSystem required
• Ability to demonstrate sound judgment and analyzing problems logically and comprehensively, distinguishing between relevant and irrelevant information
• Ability to work effectively in a team environment as well as independently
• Ability to handle sensitive/confidential matters in a tactful and discreet manner
• Ability to interface with a variety of management levels