Title: Experienced Associate, Tax
Department: Tax
Reports to: Manager or Partner
FLSA Status: Full-Time, Exempt
Summary:
Under supervision, the Experienced Associate performs intermediate level accounting functions related to tax specifications. You will be responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual work papers and working with tax software applications to complete tax returns for review.
Core Responsibilities:
- Complete assigned tasks / jobs
- Learn the growth process (identify and communicate growth)
- Identify and help solve engagement (job) technical issues, anomalies, non-routine items
- Collaborate and communicate with client and team members in a professional manner
- Actively sit and pass CPA examination
Essential Functions:
- Works with the tax team to prepare and learn to review tax returns.
- Provides timely, high quality client service that meets or exceeds client expectations.
- Recognizes and informs senior management of opportunities to increase level and types of services to clients.
- Ensures professional development through ongoing education and obtaining additional certifications as appropriate.
- Handles routine client tax questions, and works with clients to collect necessary information for tax return completion and compliance.
- Stays informed about Firm capabilities other than tax compliance area, and promotes these activities to clients when appropriate.
- Completes research and special projects as needed.
Nonessential Functions:
- Performs other duties as assigned from time to time by Seniors, Managers, or Partners.
Supervisory Responsibilities: N/A Conditions:
- Overtime during busy season.
Minimum Qualifications:
- Bachelor’s degree with a major in accounting or related field required
- CPA preferred. If not a CPA, must meet educational requirements to sit for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location
- Minimum of 1 year of related experience
- Previous experience in a public accounting firm preferred
- Excellent customer service skills (internal and external)
- Creative problem solving and research skills
- Strong written and verbal communication and interpersonal skills
- Able to work effectively both as part of a team and independently
- Highly motivated and interested in taking the initiative for personal growth and development
- Able to handle multiple priorities, tasks and simultaneous projects
- Ability to travel to client locations which may include occasional overnight stays
- Ability to work overtime as needed
- Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Success Factors:
- Ability to perform several tasks concurrently with ease and professionalism.
- Ability to communicate clearly and concisely, verbally and in writing, in English.
- Must be able to keep client matters strictly confidential.
- Must have excellent interpersonal skills and customer service skills.
This job description does not list all the duties of the job. You may be asked by Partners or peers to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the task listed in this job description. Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
Salary: $75k - $82k
