Tax Senior Professional
4 weeks ago
The Tax Senior at CDH CPA, PLLC plays a crucial role in the preparation and review of complex tax returns, including individual, trust, partnership, not-for-profit, S corporate, C corporate, and foreign tax returns. This position requires strong technical skills and the ability to work closely with other staff and client personnel on all phases of assigned projects and engagement management.
Key Responsibilities
- Prepare and review a variety of tax returns, including complex individual, trust, and corporate returns.
- Assist in tax planning projects, analyzing the tax costs and benefits for proposed business activities.
- Take ownership of tax-related projects, serving as the primary source of assistance for tax staff and interns.
- Review team members' work, providing feedback and ensuring documentation is prepared properly for manager approval.
- Delegate and leverage work and tasks appropriately, explaining purpose and goal to staff, managing staff and client expectations, and ensuring timely completion of assigned projects.
- Provide training, feedback, and developmental opportunities for staff and interns.
- Participate in transfer pricing activities and other specialized projects, researching technical issues using regulatory and source materials.
- Prepare and review initial drafts of tax notices and letters, ensuring tax returns are prepared in accordance with governing documents and applicable federal tax and state law.
Personal Qualifications
- Hold a Bachelor's Degree in accounting or a related field.
- Current CPA license preferred.
- 3-5 years of related tax experience.
- Bilingual - Japanese a plus.
CDH CPA, PLLC is an equal opportunity employer.
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