Senior Tax Associate

Overview

This role involves managing and executing complex tax preparation and review tasks to ensure accurate and timely completion of individual and business tax returns. The position requires direct client communication, advocacy with tax authorities on behalf of clients, and mentoring junior staff members.

Responsibilities

• Communicate with clients nationwide to collect tax organizers and any missing information necessary for tax preparation.
• Assist clients in cleaning up bookkeeping records to facilitate business tax return completion.
• Prepare individual income tax returns (Form 1040) and business income tax returns (Forms 1120, 1120S, 1065, 1041).
• Review individual and business tax returns to ensure accuracy and compliance.
• Act as an advocate for clients in communications with the IRS and other tax authorities.
• Mentor and support junior staff to enhance their performance and professional development.
• Lead team projects and promote a collaborative work environment.
• Identify and implement process improvements to enhance efficiency and quality in tax preparation and review.
• Maintain accurate client documentation.
• Perform additional duties as assigned to support organizational objectives.

Required Qualifications

• Bachelor’s degree in Accounting.
• Minimum of 3 years’ experience preparing taxes at a CPA firm.
• At least 3 years’ experience preparing individual (Form 1040) federal and state tax returns.
• At least 3 years’ experience preparing business tax returns (Forms 1120, 1120S, 1065, 1041).
• Ability to organize, prioritize, and manage multiple projects under tight deadlines.
• Strong analytical, organizational, and communication skills (both written and verbal).
• Proficient in Excel, including pivot tables.
• Experience with tax preparation software for Forms 1120, 1065, 1120S, and 1040.
• Experience with CCH Axcess or CCH ProSystem fx is a plus.
• Willingness to work extra hours as needed to meet tax deadlines.

Preferred Qualifications

• Enrolled Agent (EA) or Certified Public Accountant (CPA) designation preferred; willingness to pursue EA or CPA status is required.
• Additional certifications or coursework related to advanced tax strategies or financial management.

Performance Metrics

• Client satisfaction as measured by feedback and survey results.
• Timely completion of tax preparation and review tasks.
• Responsiveness in client communication and effective collaboration within the team.
• Accuracy in tax preparation and review processes.