Senior Tax Associate

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Job description

Responsibilities:

• Preparation of individual (1040) and business tax returns (1120, 1120s,1065) and associated schedules
• Meet or exceed all productivity deadlines, goals, and established client or management expectations
• Preparation of client's financial statements using various bookkeeping software
• Provide tax consulting to individuals and small businesses over the telephone
• Help clients minimize their tax liabilities
• Assists clients during audits and other related inquiries
• Facilitate client meetings via telephone as directed by the manager
• Keeps up to date on tax laws and current developments in the tax area
• All other responsibilities or duties assigned by management

Qualifications/Requirements:

• CPA certification and/or EA license (preferred)
• BA or BS in Accounting or related field, or an equivalent combination of education and experience; Master's preferred
• 3+ years' experience preparing personal and corporate tax returns
• Proficient in the use of spreadsheets, tax preparation, and bookkeeping software, etc. Prior experience using Lacerte is a plus
• Must demonstrate strong verbal and written communication skills, and the ability to effectively present information over the telephone.

Benefits

• Upward career mobility, upward career trajectory
• Outstanding benefits, strong 401K
• Good work life balance
• Progressive, financially stable organization
• Strong corporate culture
• All resumes received will remain highly confidential
• Remote or Hybrid Opportunity