Senior Tax Analyst

6 days ago


Red Bank, New Jersey, United States Withum Full time

About Withum

Withum is a forward-thinking, technology-driven advisory and accounting firm that empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs.

Our Tax Services Group

Our team of tax specialists works to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. With a comprehensive understanding of international, US federal, state, and local regulations, we help develop economical tax strategies for our clients.

Job Summary

We are seeking a highly skilled Tax Review Specialist to join our team. As a Tax Review Specialist, you will be responsible for reviewing and preparing individual, entity, and trust and estate tax returns in accordance with our policies and ensuring information is accurately represented.

Key Responsibilities

  • Review and prepare individual, entity, and trust and estate tax returns
  • Adhere to our firm's written tax practice standards and procedures
  • Ensure client confidentiality by following all company procedures regarding information handling
  • Manage multiple engagements concurrently to efficiently meet client deadlines
  • Answer client questions and provide advice
  • Identify and research tax issues

Requirements

  • Tax review experience (3+ years); CPA's or Enrolled Agents preferred
  • Up-to-date on federal, state, and local personal income tax laws
  • Proficiency with GoSystem and SurePrep preferred
  • Experience with Box, CCH Workflow (XCM), Adobe, and Tax Caddy a plus
  • Experience in Microsoft Office Suites a plus
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, technologically advanced, interactive, results-based team environment
  • Practice effective time management; able to re-prioritize tasks and support teams based on frequently changing needs
  • Excellent verbal and written skills

What We Offer

We offer a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience, and qualifications.


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