Tax Associate / Senior Associate

Job Description

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success.

Roles and Responsibilities

Technical Expertise and Work Quality

• Possess an intermediate level of understanding in accounting and tax concepts.
• Gain familiarity and develop proficiency with relevant firm technical resources and computer applications; demonstrate effective use of these resources.
• Follow established tax procedures, such as document organization, workpaper presentation, and workflow protocol.
• Demonstrate a commonsense approach to problem solving, clearly identify issues and/or problems as they arise, and propose solutions to in-charge staff, as appropriate.
• Listen carefully to instructions to develop a sound understanding of the assigned tasks, take notes, ask questions, and seek clarification of instructions and assignments.
• Possess sufficient skills to navigate within the tax software.
• Possess fundamental tax compliance skills and knowledge to complete Level 2 federal and state tax forms for individuals and business engagements.
• Organize and reference tax file workpapers. Be able to follow and understand prior year workpapers and returns and prepare current year tax workpapers.
• Demonstrate ability to complete specific tasks, reports, and other deliverables within assigned timeframes and budgets. Communicate perceived obstacles for completion to in-charge staff as soon as possible.
• Clear any review comments noted by the person-in-charge.
• Initiate and respond to suggestions to improve work quality and efficiency.

Client Management and Service

• Communicate with others in a tactful and business-like manner.
• Provide regular and frequent communication with in-charge staff regarding the status of assignments in progress.
• Accurately complete tasks within the timeframes established by clients as communicated through in-charge staff.
• Demonstrate efforts to gain an understanding of the client (rather than just copying workpapers) through inquiry, observation, and study as well as interaction with in-charge staff and others at YHB.
• Be responsive to the need to meet client expectations, deadlines, and be flexible as much as possible in assisting the team to meet these expectations and deadlines.
• Display confidence in expressing ideas and proposed solutions.
• Initiate communication with Supervisors and circle leaders to determine job responsibilities (ie. equipment responsibilities, dress code, and basic understanding of client) prior to arrival.
• Maintain the complete confidentiality of all client and firm information.
• A commitment to respond to clients within 24 hours.
• Represent YHB to clients in a professional manner, adhering to YHB standards.
• Maintain daily time entry for accurate reporting firm wide.

Business Development

• Learn and demonstrate knowledge in the YHB’s service capabilities.
• Recognize the need to expand our practice and that all team members can participate in the process.
• Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by becoming involved in a professional or community organization.
• Be aware of potential opportunities with existing clients or non-clients and bring these to the attention of others within the firm.
Personal Participation and Professional Development
• Follow YHB’s time reporting requirements including timely entry of weekly time for payroll and billing purposes.
• Prepare for and complete the CPA exam.
• Demonstrate active involvement in self-improvement activities, including the awareness and development of their functional and industry specialization.
• Take responsibility for attaining chargeable hour requirements.
• Initiate and respond to suggestions to improve work quality.
• Actively participate in self-development activities such as reading technical information, interacting with firm leaders, and maintaining minimum standards for firm professional licensing/continuing education requirements.
• Solicit overall performance feedback on assigned areas from Supervisors and Managers.
• When not assigned to an engagement, actively seek chargeable work from Supervisors and Managers.
• During periods of non-billable time, seek out value-added projects such as writing newsletters, marketing activities, or research projects.
• Set challenging goals and be receptive to goals set by their circle leaders.
• Be cognizant of interactions within the community, realizing t