Title: Senior Tax Associate

Classification: Full-Time, Exempt

Reports to: Tax Manager

*No agency or recruiter submissions - direct applicants only*

$85,000 - $110,000 a year

Summary of Position:

The Senior Tax Associate is responsible for complex tax activities including, but not limited to, tax preparations for corporate, partnership, and individual tax returns. They also are responsible for the day-to-day individual and business client interaction.

Essential Functions:
• Prepare complex corporate, partnership, and individual tax returns and planning with no direct supervision
• Conduct appropriate research regarding tax issues to ensure accuracy/implementation of specific tax law and provide guidance to clients and/or suggest alternatives
• Use financial records and other statements to use adjustments and keep clients tax liability low
• Manage daily client workflow and multiple client projects at any given time
• Complete assignments within timeline and budget
• Regularly and proactively correspond with clients regarding the status of projects
• Participate in planning and scheduling client engagements
• Keep 'client team' apprised of any client contact to avoid duplicate requests

Minimum Qualifications
• Bachelor's degree in accounting or Master's degree in accounting or taxation or related field
• Minimum 5 year's accounting and tax experience
• Experience with a variety of income tax filings; e.g., S-Corp, partnership, trust, individual
• Understanding of and sensitivity to confidential information
• Ability to meet time constraints and client deadlines
• Ability to work overtime from January - April 15 (may be in excess of 55 hours per week). Occasional overtime work required throughout the year.
• Ability to multi-task and manage a complex workload to meet reporting deadlines