Senior Tax Associate

Hybrid Opportunity with a firm that cares about work/life balance.

This Jobot Job is hosted by: Kevin Hello
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $80,000 - $110,000 per year

A bit about us:

We a reputable firm that has been serving closely-held businesses, their owners, and individuals seeking trusted financial and tax advisors since 1979. We understand the unique demands and challenges our clients face and strive to build trusted advisory relationships. With a focus on professional advice and superior service, our talented team of experts delivers dynamic solutions with integrity. We are driven by the satisfaction of helping our staff and clients achieve their goals and enjoy success. As a member of our team, you will have the opportunity to make a meaningful impact while working in a collaborative and supportive environment.

Why join us?

• Growth Opportunities: We prioritize your professional growth through ongoing training, mentorship, and career advancement opportunities.
• Client-Centric Focus: Join a team dedicated to building trusted advisory relationships and making a meaningful impact on clients' financial success.
• Collaborative Environment: Work in a supportive and collaborative atmosphere, collaborating with experienced professionals from diverse disciplines.
• Competitive Compensation and Benefits: Enjoy a competitive salary and comprehensive benefits package, including health insurance, retirement plans, and paid time off.

Job Details

Key Responsibilities:

1) Tax Planning and Compliance:

• Prepare and review complex tax returns for individuals, corporations, partnerships, and other entities.
• Provide expert advice on tax planning strategies, deductions, credits, and compliance with relevant laws and regulations.
• Conduct thorough tax research to stay updated on changing tax laws and identify opportunities for tax optimization.
• Assist clients in resolving tax notices, audits, and inquiries from tax authorities.
• Collaborate with clients and internal teams to develop effective tax planning strategies that align with their financial goals.

2) Client Relationship Management:
Build strong and trusted relationships with clients, serving as their primary point of contact for tax-related matters.

• Understand clients' unique needs and goals to provide tailored tax advice and solutions.
• Proactively identify opportunities to add value to client relationships and provide exceptional client service.
• Address client inquiries, concerns, and requests promptly and professionally.
• Maintain regular communication with clients to ensure their ongoing satisfaction and to identify additional service
  • opportunities.

3) Team Collaboration and Leadership:
Collaborate with a diverse team of professionals within the firm, including accountants, auditors, and advisors.

• Share knowledge, insights, and best practices with colleagues to enhance the overall quality of service.
• Mentor and coach junior team members, providing guidance and fostering their professional growth.
• Stay updated on industry trends and developments, sharing relevant information with the team.
• Contribute to firm-wide initiatives, such as business development activities and process improvements.

Qualifications:

• Bachelor's degree in accounting, finance, or a related field; CPA certification is required.
• Minimum of 2 years of experience in tax planning and compliance at a public accounting firm.
• Solid knowledge of federal, state, and local tax laws, regulations, and compliance requirements.
• Proficient in tax software and research tools (e.g., CCH, RIA Checkpoint, Thomson Reuters).
• Strong analytical skills and attention to detail, with the ability to analyze complex tax issues.
• Excellent communication and interpersonal skills, with the ability to effectively collaborate with clients and team members.
• Ability to prioritize tasks, manage multiple engagements, and meet deadlines in a fast-paced environment.
• Strong client service orientation and a dedication to delivering high-quality work.
• Demonstrated leadership abilities and a commitment to continuous learning and professional development.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.