The Senior Associate is responsible for reviewing tax returns and completed working papers for assigned clients. They work closely with team members on all phases of project and engagement management for multiple clients. Senior Associates act as strategic consultants by providing advice and helping organizations and individuals understand various tax implications. Senior Associates provide exceptional client service as a trusted business advisor.
Success Factors
Responsibilities
Work as part of a team reviewing tax strategies, ensuring tax compliance and increasing post tax profits to achieve the best corporate and individual tax practices for our clients
Coordinate tax related projects and review prepared tax returns, working with a variety of entities such as corporations, partnerships, estates, trusts and non-profits across various industries
Review data input and resolve technical tax issues; respond to inquiries from the IRS and other taxing authorities
Provide guidance to Tax Interns and Associates in the scanning and preparation of tax returns; make recommendations on return preparation regarding accuracy, efficiency and tax saving opportunities
Prepare tax returns for more complex income tax clients and interact closely with clients regarding compliance and consulting matters
Answer client calls and emails in a timely manner and with a solution-oriented approach
Ensure client deliverables are completed within expectations
Identify and introduce other firm services based on client needs and discovered opportunities
Keep up to date with local and national business and economic issues
Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts
Collaborate with leader to identify opportunities for efficiencies and proactive engagement management
People Management/Relationships
Take initiative to be a team player (proactively seek opportunities to help others)
Treat everyone with respect
Develop loyalty and trust within the team
Successfully adapt to different personalities and working styles
Proactively and effectively communicate information regarding status issues to team members
Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions
Required Skills
Excellent organization skills and strong attention to detail
Multitasker with the ability to prioritize work accordingly
Excellent verbal and written communication skills with strong client service focus
Strong analytical and interpersonal skills
Ability to work autonomously under the pressure of tight deadlines and multiple priorities
Education, Experience and Certifications
Bachelor's degree in Accounting; graduating students should have 150 credit hours and a GPA of 3.0 or above
Successful progress towards CPA licensure, if not already obtained