Senior Tax Associate
Job Summary
We are looking for a detail oriented associate to provide financial and tax analysis services. An Associate is a CPA Candidate whose client responsibilities are second only to those of Sr Associate. Associates are primarily responsible for client technical files and relationships within their area of expertise and for clients assigned to them. Associates demonstrate competence in their work and direct the work of staff who work under their direction.The objective is to ensure that clients are in compliance with all State and Federal regulations.
Job Qualifications
- Bachelor’s Degree in Accounting or Finance
- CPA Candidate preferred
- Minimum of 1 years of accounting experience
- 1-2 years of working in a public accounting firm, preferred
- 1-2 years of significant supervisory experience, preferred
General Accountabilities
- Demonstrates knowledge of tax & accounting developments conveyed by the Sr Associate and reviews and evaluates their own work.
- Trains and advises staff on client files regarding objectives, projections, and/or business plan and reviews and evaluates their work.
- Assume responsibility to the Sr Associate for technical excellence in accounting principles, financial statement preparation, taxation, and one or more specialty areas.
- This includes but not limited to using checklists methodically and thoroughly, technical research by using all means necessary, providing Manager with specific areas of direction in technical matters, etc.
- Manages multiple client files and demonstrates knowledge of clients’ business.
- Prepares client files in the manner prescribed by Sr Associate to allow Manager to represent clients before tax authorities and/or aids Manager in representing before tax authorities.
- Prepares response communications to taxing authorities.
- Meets and monitors deadlines of work assigned and clients in relation to budgets and due dates.
- Represents the firm in the community
- Must engage in 40 hours of CPE
Competencies
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information competently; Develops alternative solutions.
- Project Management - Coordinates projects; Communicates changes and progress; Completes projects on time and within budget; Manages project team activities.
- Oral Communication - Speaks clearly and persuasively; Listens attentively; Responds informatively to questions.
- Written Communication - Writes clearly and concisely; Edits work; Varies writing style to meet needs; Presents numerical data effectively.
- Delegation - Delegates work assignments; Sets expectations and monitors delegated activities.
- Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and industry competition; Aligns work with strategic goals.
- Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Conserves organizational resources.
- Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives.
- Professionalism - Maintains composure in stressful situations; Treats others with respect and consideration; Accepts responsibility for own actions; Follows through on commitments.
- Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach to best fit the situation. Adapts to changing technology.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.