Senior Tax Associate

1 week ago


Peoria, United States Pinnacle Staffing Group Full time

About Pinnacle Staffing Group

Pinnacle Staffing Group works hard to connect top talent with great companies. We truly care about you and your success, and it shows in everything we do. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently connect people in the Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson and Orlando markets.


Pinnacle Staffing Groups has partnered with a leading accounting and tax preparation firm providing a host of accounting services to small and medium sized businesses. Due to growth, our client is adding a Senior Tax Associate to prepare and review federal and state income tax returns, with a focus on personal taxes and occasionally business taxes. This individual will oversee and mentor junior tax associates and provides a great opportunity to advance your accounting career in a leadership capacity.


If you are a seasoned tax professional with a passion for delivering exceptional results and a desire to make a meaningful impact, we invite you to join us in this exciting opportunity. Become part of our dynamic team and help us continue to provide outstanding tax services to our clients.

Duties/Responsibilities:

  • Reviews personal tax returns prepared by junior staff for accuracy and completeness.
  • Provides technical feedback and training to junior staff as necessary.
  • Acts as the point of contact for both clients and other staff for the work produced by a small team of associates.
  • Consults with clients to develop an understanding of their financial affairs and the scope of their tax liabilities.
  • Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.
  • Calculates taxes owed or refunds due to clients; consults tax law publications for guidance on unusual situations.
  • Presents approved returns to clients.
  • Answers client questions concerning personal tax matters.
  • Performs other related duties as assigned.

Skills:

  • Intermediate to advanced understanding of personal tax laws and regulations.
  • Exceptional analytical skills, attention to detail, and problem-solving abilities.
  • Ability to effectively manage a small team to achieve firm goals.
  • Proficient in Microsoft Office Suite or similar software.
  • Knowledge of administrative and clerical procedures.
  • Excellent written and oral communication skills.

Education and Experience:

  • Enrolled Agent (EA) highly preferred.
  • High school diploma or equivalent required; Associates degree or better with accounting coursework preferred.
  • 3 – 5 years of experience with personal or business tax preparation required.
  • 1 – 3 years of supervisory experience preferred.

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EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.



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