Hybrid Senior Associate, Tax

Posted 2 weeks ago

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About the role

  • Build and maintain client relationships aimed at client retention; support clients as it relates to planning, projects and compliance requirements
  • Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
  • Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
  • Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
  • Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through compliance, practice management, etc.
  • Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
  • Present complete, timely and accurate client deliverables
  • Compliance to the Firm’s quality control standards
  • Additional projects, furthering the service of clients, as needed

Requirements

  • Bachelor’s degree, Accounting
  • 3+ years of related experience
  • Proficiency in Microsoft Office including Word, Outlook, and Excel
  • Familiarity with tax software programs

Benefits

  • Competitive salary
  • Professional development opportunities

Job title

Senior Associate, Tax

Job type

Experience level

Senior

Salary

$58,500 - $108,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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