Senior Tax Associate
4 weeks ago
Crisler CPA, a reputable tax and accounting services provider, is seeking a skilled and motivated Senior Tax Associate to join our team.
As a Senior Tax Associate, you will be responsible for tax engagements for individual and business clients, supervising junior tax staff, and coordinating with accounting and administrative personnel. Your expertise will be utilized to add value to complex tax assignments, and you will participate in process improvement initiatives.
You will also be involved in tax advisory services, gathering relevant information, performing research, and drafting memoranda. Regular client contact is expected, requiring excellent client service skills, including the ability to recognize and respond to opportunities to provide expanded or new services to clients.
Your key responsibilities will include:
- Assisting with gathering information from clients, completing assignments, and coordinating with preparers and managers.
- Monitoring and reporting on assigned engagements' status and maintaining open lines of communication with clients and supervisors regarding services.
- Setting and attending appointments with clients and assembling information to prepare or arrange for the preparation of federal, state, and local returns.
- Preparing and reviewing federal, state, and local tax returns and answering tax-related questions for clients, in collaboration with managing tax personnel.
- Maintaining control of time and charges and participating in pricing and billing client services.
- Working independently, making decisions on ordinary tax return matters, and producing a consistent amount of valuable work for clients and colleagues.
Qualifications:
- Bachelor's Degree required.
- Licensed CPA or exam-eligible CPA-candidate strongly preferred.
- Minimum 4 years of recent tax return preparation or review experience required.
- CPA firm experience a strong plus.
- Proficient with QuickBooks (Desktop & Online) and Microsoft Office.
- Excellent attention to detail, sound communication, and analytical skills, with the ability to advise team members and clients on services and solutions.
Crisler CPA offers a comprehensive compensation and benefits package, including base and incentive compensation, medical, dental, and vision coverage, 401(k) plan with company match, paid time off, and holidays, as well as flexible work schedules and locations.
We are an equal opportunity employer, committed to providing a diverse and inclusive work environment. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
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