In this role, the Senior Associate will be responsible for providing excellent client service to multi-state companies with state and local tax issues, including compliance, advisory services, planning, technology, and controversies.
Senior Tax Associate will be responsible for handling tax compliance, planning and administration; estate, gift and charitable planning; and, accounting services for the firm's High Net Worth clientele.
This candidate is responsible for the tax preparation for fiduciary tax, including estates and trusts, as well as exposure to High Net Worth tax, family partnerships and corporations, gift taxes and other tax planning vehicles.
In this role, the selected candidate will assist with developing, recommending, and implementing efficient and effective methods to maximize client benefits; conduct detailed reviews on all returns and appropriate review notes for preparers.
Demonstrated experience identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
Assisting (other) R&D project managers with the delivery of engagements as needed, including research and writing with regard to technical issues. Providing R&D quality assurance, engagement reviewer and exam support.
In this role, the Senior Associate will be responsible for providing tax compliance and advisory services to partnerships, corporations, and S-corporations for a variety of clients from Fortune 100 to emerging businesses.