Senior Tax Associate

Job Description: Senior Tax Associate

Responsibilities:

• High level of client communication and service maintaining a 2 business day response time

• Manage work (Tax Pipelines) of direct reports, identifying overdue tasks and stale jobs

• Gather, organize, and accurately prepare and/or review Federal and state tax returns for high net-worth individuals, real estate investors, and closely held businesses (i.e., corporate, partnership, and LLC)

• Review staff member work papers and provide feedback to ensure completeness and accuracy

• Mentor and train associates to develop technical and professional skills

• Prepare and review estimated tax/extension calculations for various entities and individual clients

• Research tax issues and draft technical correspondence, including communication with the IRS and other taxing authorities

• Review of client Quickbooks and financial statements; prepare and review adjusting journal entries

• Recommend other firm services to the benefit of the client. Ex: bookkeeping services, tax advisory etc.

• Hold phone calls or Zoom meetings with clients to discuss their tax situation or returns

Required Education and Experience:

• Bachelor's or Master's in accounting from an accredited college or university

• Working knowledge of tax preparation software, with specific experience in CCH Axcess preferred

• 2+ years of experience preparing 1040s, 1065s, and 1120-S tax returns

• 1 to 3 years of experience reviewing 1040s, 1065s, and 1120-S tax returns

• Experience preparing and reviewing returns for large partnerships and their K-1s

• Experience preparing and reviewing Schedule E, Form 8825, Schedule L and M

• Experience calculating improvement basis for real estate acquisitions

• Experience preparing and reviewing multiple state tax returns

• Experience with client resolution and tax planning

• Experience with Form 3115 and 481(a) adjustments

• Experience navigating IRC Sec. 469

• CPA or EA certification preferred

You're a Good Fit for Our Team if You're:

• Someone who is seeking to grow and be challenged professionally

• Able to manage multiple client engagements and multi-task efficiently

• Able to demonstrate excellent analytical, organizational, project management, oral and written communication skills

• Highly detail-oriented, disciplined, and a self-starter

• Able to Develop & maintain client relationships and identify planning opportunities for clients

• Someone who takes ownership of your work and your clients and drives projects to the finish line

Salary + Benefits:

• $70,000 to $130,000 base compensation (DOE), plus bonus

• 401(k) plan

• Flexible work schedule

• Work from home

• Unlimited PTO

• Health insurance

• Firm-sponsored continuing education

We look forward to connecting with you soon!