Client Services Coordinator in Rural Accountancy Team managing client communication and compliance processes. Supporting detailed information flow and maintaining high service standards.
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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