Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
About the role
- Tax Senior Associate preparing and reviewing tax returns for individuals and entities in Private Client Services. Building client relationships and mentoring junior team members in a hybrid work environment.
Responsibilities
- Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
- Preparing and reviewing depletion schedules for tax returns with oil and gas activity, reporting income and expenses on a per property schedule.
- Build impactful relationships with new and existing clients and maintain relationships with firm leadership.
- Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.
- Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
- Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
- Mentor and coach junior team members.
Requirements
- Bachelor’s Degree in Accounting or equivalent field is required
- 2+ years of tax compliance and/or tax consulting experience in public accounting or public/oil & gas industry mix
- Master’s Degree in Taxation or relevant field (Preferred)
- CPA (Certified Public Accountant), or parts passed towards completion, OR IRS (Internal Revenue Service) Enrolled Agent Certification (Preferred)
- Experience using CCH Axcess tax software (Preferred)
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
- Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise
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