Senior Tax Associate

Senior Tax Associate Overview

• Lead tax planning and compliance efforts as a Senior Tax Associate in a dynamic, growth-oriented environment.
• Collaborate with cross-functional teams to deliver innovative tax solutions and strategies.
• Mentor and develop junior staff, fostering professional growth and team excellence.
• Conduct in-depth research to address complex tax issues and regulatory requirements.
• Engage with clients to understand their needs and deliver tailored tax services.
• Utilize advanced tax software to streamline processes and improve accuracy.
• Contribute to business development initiatives, enhancing client relationships and firm visibility.
• Support audits and regulatory reviews, ensuring compliance and effective resolution of inquiries.

Senior Tax Associate Key Responsibilities & Duties

• Prepare and review complex tax returns, including corporate, partnership, trust, and individual filings.
• Conduct detailed tax research to provide actionable insights and solutions.
• Plan and oversee tax engagements, ensuring timely and accurate deliverables.
• Collaborate on international tax matters and compliance with global regulations.
• Provide audit support, addressing inquiries from regulatory agencies effectively.
• Utilize tax software to optimize workflows and enhance operational efficiency.
• Mentor and train tax staff, promoting professional development and expertise.
• Participate in marketing efforts to expand client engagement and firm presence.

Senior Tax Associate Job Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• Minimum of 4 years of professional tax experience; 5 years preferred.
• CPA certification required; experience with Axcess and XCM software preferred.
• Proficiency in MS Office applications, including Word, Excel, and PowerPoint.
• Strong organizational and time management skills to handle concurrent projects.
• Excellent communication skills to interact effectively with clients and team members.
• Analytical mindset to develop solutions through research and strategic reasoning.
• Flexibility to travel occasionally for client engagements and meetings.