Tax Senior Associate - Integrated Solutions

Overview

The organization is seeking capable, dedicated professionals to support clients across financial services. This firm serves entrepreneurs, owners, and high-net-worth individuals, as well as small and mid-size businesses. Team members work closely with leadership and have opportunities to grow through training and ongoing professional development.

Responsibilities

• Prepare, review, and/or execute assigned tax returns and accounting/consulting projects, working directly with Partners and Senior Managers.
• Complete moderately complex projects accurately, thoroughly, and efficiently.
• Supervise and lead internal team members to ensure client engagements and projects are delivered in a timely manner.
• Coordinate large client engagements with more experienced personnel, including problem identification, tax law and computer model analysis, and support clients in determining optimal strategies.
• Continually participate in professional and personal development, including appropriate technical trainings.
• Demonstrate leadership in support of firm policies and procedures to promote teamwork and loyalty.
• Promote positive client and team member impressions through professional demeanor, competence, and communication.

Requirements

• 3+ years of previous public accounting experience.
• CPA, or on a timeline of obtaining within a reasonable amount of time from date of hire.
• Ability to research and resolve complex issues with minimal oversight.
• Experience in planning and supervising larger engagements; previous tax return preparation experience is required.
• Solid research and writing skills, excellent verbal communication and presentation skills, and the ability to interact with all levels of staff and clients.
• Competent working knowledge of accounting, auditing, and tax software.

Preferred Qualifications

• None stated.

Compensation & Benefits

• Competitive compensation.
• New business and employee referral bonuses.
• Anniversary bonus.
• Open paid-time-off policy.
• Flexible work environment to support work/life balance.
• 401(k) plan with company match and profit sharing.
• Medical, dental, and vision insurance.
• Company-paid life insurance.
• Affordable short- and long-term disability insurance.
• Affordable accidental and critical illness insurance.
• 9 paid holidays.
• Disability insurance.
• Tuition reimbursement.
• Annual performance reviews.

Location

• Not specified.