Senior Tax Associate
4 weeks ago
Apple Growth Partners is a customer-focused, regional business advisory firm of Certified Public Accountants and industry experts serving growth-oriented, privately owned businesses for over 70 years.
We are seeking a dynamic individual to join our team as a Senior Tax Associate. The successful candidate will work closely with staff on all phases of project and engagement management for multiple clients.
Key Responsibilities:
- Manage client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget
- Supervise, train, and mentor associates and interns on tax projects and assess performance of staff for engagement reviews; perform in-charge role as needed
- Prepare, review and analyze annual and interim compiled and reviewed financial statements
- Review tax returns done by staff and make recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process
- Prepare tax returns for more complex individual, trust, partnership, and corporate clients
- Prepare annual projections for both individuals and businesses
- Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters
- Meet with clients for planning and preparation needs
Requirements:
- Accounting degree – CPA preferred
- Minimum 2 – 5 years of related experience
- Experience in public accounting is a plus
- Advanced knowledge of tax accounting and general bookkeeping
- Previous tax return review experience
- Ability to supervise staff and lead projects
- Strong analytical skills with keen attention to detail
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