Senior Associate, Tax Services

2 weeks ago


charlotte, United States GreerWalker CPAs and Advisors Full time

GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture.


We have been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public Accounting for several years running and we earned the title of Employer of Choice in the Charlotte market. We believe in making a positive impact on our community, and that sense of purpose permeates everything we do.


GreerWalker is committed to helping you achieve your goals by providing you with a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community.


As part of our team, you'll have access to a wide range of learning opportunities and enjoy engaging client work, minimal travel, and exposure to various industries. We will link you with mentors, provide a positive and supportive working environment, and foster lasting professional relationships to help you launch your career and learn to thrive.


Your life fits at GreerWalker.


JOB RESPONSIBILITIES:

  • Prepare and review federal corporate (C and S) and multi-state tax returns, and partnership returns
  • Prepare and review basic and intermediate individual tax returns
  • Prepare adjusting journal entries for tax purposes.
  • Respond to tax notices
  • Prepare tax technical memorandums and correspondence
  • Create tax depreciation schedules including proper classification of assets
  • Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance
  • Participate in client meetings and serve as the Engagement Lead on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.
  • Participate in the tax planning process, including preparing tax projections.
  • Supervise, train, and mentor associates and interns on tax process and assess performance of staff for engagement reviews; perform in-charge role as needed
  • Review compliance and other work performed by associates and assist in their career development
  • Perform other duties as needed on engagements and as assigned by supervisory personnel
  • Attend professional development and training sessions on a regular basis.


QUALIFICATIONS:

  • 3-4 years of tax preparation or reviewing experience in a public accounting or professional services firm is required
  • Excellent project management, analytical, interpersonal, oral and written communication skills.
  • Demonstrated ability to function well in a team setting and interact with professionals at all levels
  • Superior client service focus.
  • Ability to thrive and adapt in a fast-paced, dynamic environment.
  • Integrity, dependability, and trustworthiness.
  • Ability to succinctly communicate and document procedures performed.
  • Ability to supervise other staff while maintaining multiple client engagements and competing priorities.
  • Strong leadership, training and mentoring skills
  • Strong computer skills with general office use software and an ability to adapt to new software applications.
  • Foreign language skills (particularly German) a plus


EDUCATION and LICENSES:

  • Bachelor’s degree in accounting. Masters in accounting preferred.
  • CPA license in good standing is preferred.


WORKING CONDITIONS:

  • Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles.


At GreerWalker, LLP, we believe in our core values: leading a balanced life, excellence in everything we do, leadership by example, integrity, being an employer of choice, being visible and active in the community and providing extraordinary client service. We are committed to fostering an environment and providing opportunities which allow our associates to reach their maximum potential.



EOE

No Agencies Please


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