Senior Tax Associate

Individuals at this level generally have a minimum of two years of experience as a Tax Associate, including two calendar/fiscal year busy seasons. They also have either passed the CPA exam or parts of the CPA exam. Senior Tax Associates are expected to: 

• Know and understand the reasons behind firm policies and procedures  
• Possess technical knowledge and communication skills sufficient to supervise and train Staff Tax Associates 
• Be able to communicate well with clients, within their area of tax expertise  
• Begin acquiring the skills necessary to develop quality client relationships during the tax season and throughout the year

The Senior Tax Associate is expected to: 

• Expand their command of pertinent IRC sections and regulations
• Have a good command of common tax regulations, procedures, and research techniques, including the various research sources in the firm library 
• Own the preparation of level-appropriate tax returns, including corporate, individual, partnership, fiduciary, or other tax returns prepared by the firm
• Assume responsibility for efficiently supervising the completion of tax returns as completed by Tax Preparer Associates
• Have the ability to review tax trial balance and approve adjustments to the unadjusted numbers
• Command a common book-to-tax schedule of M-1 differences
• Recognize additional opportunities to expand tax service offerings to clients  
• Have a strong ability to mentor Tax Associates and provide training and coaching
• Assist in development of budgets on jobs 
• Maintain required CPE  

Qualifications:

• Proficient in Microsoft Office Suite (Word, Excel)
• Proficient in CCH Axcess or similar products
• Proficient in Oracle NetSuite preferred
• Proficient in Odoo ERP and CRM preferred
• Experience or familiarity with QuickBooks and tax preparation software is a plus
• Ability to work independently in a team atmosphere
• Bachelor’s degree in Business and Accounting
• CPA, EA, or CPA eligible preferred

Additional items of note for advancement of Senior Tax Associates: 

• Demonstration of growing technical abilities and communication skills
• Ability to teach, mentor, and foster team building
• Demonstration of leadership skills and potential
• Thirst for knowledge and desire to work hard and meet the demands of clients