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Senior Tax Associate

4 months ago

Peoria, United States Adam T. Cary, CPA Full time
Job DescriptionJob Description

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.

·         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.

 

Company DescriptionIf 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.Company DescriptionIf 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.