Senior Tax Associate

4 months ago


Charlotte, United States Kabat, Schertzer, De La Torre, Taraboulos & Co. Full time

How are we one of the fastest growing accounting firms in the USA? The secret sauce is that we have a fun and creative environment, a dash of crazy, zero politics and true work life balance. We seek highly motivated individuals who not only want real career advancement but want to contribute to our cool culture and our rapid growth.

So if you want to join an accounting firm with "out of the box" thinking, apply here

Charlotte, NC

Responsibilities

  • Provide consulting services and make recommendations to clients on innovative business tax planning and compliance services in a timely and effective manner.
  • Review tax returns from associates and interns and make recommendations regarding accuracy and tax savings opportunities.
  • Assist Manager in running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget.
  • Ensure complete client satisfaction through open communication, managing, meeting deadlines and proactively sharing tax saving strategies.
  • Work closely with Partners, Senior Managers, Managers and Staff on client management, professional development and business development activities.
  • Resolve minor issues directly with the IRS and other tax authorities.
  • Assist with resolving more complex issues with IRS and other tax authorities.
  • Participate in client meetings. May lead client meetings with smaller clients.
  • Supervise, train, and mentor associates and interns on tax projects and assess performance of staff for engagement reviews
  • Attend professional development and continuing education sessions on a regular basis.
  • Other related duties as assigned.
Desired Qualifications
  • Bachelor's or Master's degree with a major in accounting.
  • Masters in Taxation or LLM in Taxation a plus.
  • CPA certification or working towards certification with 2+ year's tax experience.
  • Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research.
  • Experience in tax provisions a plus.
  • Ability to problem-solve and think both creatively and logically.
  • Demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines.
  • Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships.
  • Excellent analytical, organizational, written and verbal communication skills.
  • Ability to attract and develop profitable, sustainable client relationships.
  • Job description subject to change based on title.

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