Tax Senior

1 month ago

Fort Worth, United States Optimal Staffing Full time
Job DescriptionJob Description

A Senior Associate is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.

  • Participates in tax and consulting engagements and enhances skills identifying and addressing client needs
  • Works with clients and their advisors to gather information needed to prepare tax returns
  • Prepares complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback
  • Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns
  • Analyzes tax notices received from government agencies and prepares initial drafts of response
  • Identifies technical issues, conducts advanced tax research, and develops sound recommendations for leadership
  • Works in a fast-paced, deadline-driven environment both independently and within a team dynamic
  • Prioritizes and completes tasks
  • Collaborates and builds new relationships with other new professionals both inside and outside the firm

Supervisory Responsibilities:

  • May supervise and manage the day-to-day work assignments of Associates
  • Provides verbal and written performance feedback to Associates, as necessary

Qualifications, Knowledge, Skills and Abilities:

Education:

  • Bachelors degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required
  • Masters degree in Accountancy or Taxation, preferred

Experience:

  • Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
  • Experience in private client service, preferred
  • Prior basic supervisory experience, preferred


License/Certifications:

  • CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA) (or the equivalent of one of these designations), preferred
  • Possession of other professional degrees or certifications applicable to role, preferred


Software:

  • Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
  • Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
  • Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred


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