Senior Associate, Tax Services

1 week ago


Charlotte, North Carolina, United States GreerWalker Full time
Job Summary

We are seeking a highly skilled and motivated Senior Associate to join our Tax Services team at GreerWalker. As a key member of our team, you will be responsible for preparing and reviewing tax returns, conducting tax research, and providing exceptional client service.

Responsibilities
  • Prepare and review federal corporate and multi-state tax returns, as well as partnership returns.
  • Prepare and review individual tax returns, including basic and intermediate returns.
  • Complete tax checklists and prepare adjusting journal entries for tax purposes.
  • Respond to tax notices and prepare tax technical memorandums and correspondence.
  • Create tax depreciation schedules and research complex tax issues.
  • Participate in client meetings and serve as Engagement Lead on specific client accounts.
  • Participate in tax planning and prepare tax projections.
  • Supervise, train, and mentor associates and interns on tax process and assess performance of staff for engagement reviews.
Requirements
  • Minimum 3 years of experience in a CPA firm.
  • Excellent project management, analytical, interpersonal, oral and written communication skills.
  • Ability to function in a team environment and provide superior client service.
  • Integrity, dependability, and trustworthiness.
  • Ability to succinctly communicate and document procedures performed.
  • Strong skills with general office use software and an ability to adapt to new software applications required in tax environment.
Education and Licenses
  • Bachelor's degree in accounting. Masters preferred.
  • CPA in good standing.
Working Conditions

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



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