Tax Senior

Smith and Howard

$80K — $95K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting/Finance or a related field
  • CPA license strongly preferred
  • 2-5 years of public accounting experience
  • Familiarity with GAAP and basic accounting procedures
  • Strong written and verbal communication skills
  • Proficiency in Microsoft Office applications
  • Ability to multi-task in a fast-paced environment

Responsibilities

  • Communicate with clients to understand their business needs
  • Perform various tax compliance tasks and projections
  • Prepare responses to tax notices and assist with special projects
  • Help handle routine audits and client inquiries from tax agencies
  • Keep clients updated on progress and respond to their questions
  • Gather necessary information from clients for tax return preparation
  • Act as a mentor and role model for junior tax staff

Benefits

  • Adherence to professional ethics and client confidentiality
  • Opportunities for personal development through in-house training
  • Focus on quality client service and building relationships
  • Structured goals for chargeable and billable hours
  • Collaboration with experienced partners and team members
Full Job Description
Tax Senior

Summary
In our Tax Senior role, you will communicate with our clients and get an understanding of their businesses and how we can help them be successful. This will include performing various aspects of tax compliance, projections, preparing responses to tax notices, assistance with special projects, and communicating with clients and building relationships.

Essential Functions
+ Adhere to professional ethics of the firm and AICPA.
+ Adhere to firm policy regarding client confidentiality.
+ Demonstration of professional interest in providing clients with quality services and personal attention by performing "above and beyond the call of duty" if necessary.
+ Assists in handling routine audits, questions, and notices from federal or state agencies.
+ Frequent client contact, especially with respect to updating clients on progress of outstanding items and answering basic questions.
+ Requests appropriate information from clients and/or supervisors to prepare tax returns and other filings.
+ Meet chargeable hour goal of 1,700 annually.
+ Meet interim billable hour goals (i.e. - 750 hours during busy season, monthly budgets, etc.).
+ Pass CPA exam and CPA eligible (have completed 150 semester hours of education).
+ Act as a mentor and role model for tax staff.
+ Identifies apparent tax issues; able to discuss them effectively with others; works with partners, other client service team members and appropriate firm experts to manage timely resolution.
+ Prepare/supervise preparation of tax accrual workpapers.
+ Prepares more complex tax returns for review and thoroughly addresses all review points after reviewed.
+ Reviews tax law developments and determines which developments apply to clients.
+ Assists with the presentation and delivery of in-house training.

Position Requirements
+ Bachelor's degree in Accounting/Finance or other relevant degree program
+ CPA license strongly preferred
+ Two to five years of public accounting experience, preferred
+ Knowledge of basic accounting procedures and Generally Accepted Accounting Principles (GAAP)
+ Proficient in Microsoft Office applications
+ Ability to multi-task with excellent written and verbal communication skills
+ Must be able to meet assigned deadlines in a fast-paced, team environment

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