Senior Associate, Tax Services

Primary Responsibilities

This position’s responsibility is to lead client tax engagements, which includes planning executing, directing, and completing certain individual, business and trust tax returns.  Supervise, train and mentor all lower-level positions on tax return preparation and processes.  Research and analyze tax related issues.  Acquire a working knowledge of the client’s business and tax needs.  Proactively interact with key client’s management to gather information, research tax assignments, resolve problems, and identify tax planning and strategy opportunities.  Adhere to 24-hour response policy to client-initiated communications with the firm.

Qualifications

1. Excellent project management, analytical, interpersonal, oral and written communication skills.
2. Strong leadership, training, and mentoring skills.
3. Ability to thrive in a dynamic team environment.
4. Professionalism, dependability, integrity and trustworthiness combined with cooperative attitude.
5. Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines.
6. Dedicated to superior client service.
7. Strong organizational skill and attention to detail.
8. Bachelor’s Degree in Accounting.
9. CPA highly preferred.
10. 3+ years of experience.
11. Travel required at times.

Work hours are flexible and, within reason, can be tailored around one’s personal schedule.  Overall expectation is that this position will work 40 hours, weekly, during the offseason, unless pursuant to an alternative arrangement, a reduced commitment is mutually agreed and understood.  During busy season, this position is expected to recognize that their time commitment will likely increase.  Based on necessity, this position should be available to work more than 40 hours, weekly, barring unusual and/or infrequent circumstances precluding their ability to do so.