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.