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, and begin to have regular client interactions.  

Essential Job Functions:  

• Review tax information submitted by client for completeness; meet/call clients with questions. 

• Possess knowledge of tax regulations 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. 

• Prepare and review financial statements. 
• Respond to tax notices. 

• Perform tax research projects. 

• Make adjusting entries and complete trial balances to prepare a tax return. 

• Maintain a good understanding of depreciation . 

• 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 assigned. 

Experience and Skills:  

• Bachelor’s degree in Accounting preferred. 

• Minimum of 2+ years of tax experience. 

• Hold current CPA license or has passed parts of the CPA exam preferred. 

• 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 UltraTax is a plus. 

• 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 and clients.