Senior Tax Associate

Job Purpose:

To manage and execute complex tax preparation and review tasks, ensuring accurate and timely completion of individual and business tax returns. This role involves direct client communication, advocacy on behalf of clients with tax authorities, and mentoring junior staff.

Key Responsibilities:

1. Tax Preparation and Review:
   • Communicate with clients to gather tax organizers and any missing information needed to complete tax preparation.
   • Assist clients in cleaning up bookkeeping records to complete business tax returns.
   • Prepare individual income tax returns (1040) and business income tax returns (1120, 1120S, 1065, 1041).
   • Review individual and business income tax returns to ensure accuracy and compliance.
2. Client Communication:
   • Communicate with clients across the country via telephone regarding tax matters.
   • Act as an advocate on behalf of clients when communicating with the IRS and other tax authorities.
3. Team Support:
   • Mentor and support junior staff, enhancing their performance and development.
   • Lead team projects and foster a collaborative environment.
4. Process Improvement:
   • Identify opportunities for improving tax preparation and review processes.
   • Implement best practices and innovative solutions to enhance efficiency and quality.
5. Administrative Tasks:
   • Ensure all client documentation is accurately recorded and maintained.
   • Perform all other duties as assigned by Company management to support the overall objectives of the organization.

Competencies:

Integrity

• Acts as a role model for ethical behavior.
• Resolves complex ethical dilemmas.
• Provides guidance on ethical issues to colleagues.

Accountability

• Manages own workload and meets deadlines with minimal supervision.
• Takes responsibility for team performance and outcomes.
• Coaches others in taking responsibility for their work.

Customer Focused

• Builds and maintains strong relationships with key customers.
• Anticipates customer needs and offers proactive solutions.
• Leads initiatives to improve customer service practices.

Time Management / Organization

• Participates and contributes to team projects and resources efficiently.
• Implements effective time management strategies for their work.
• Anticipates and addresses potential scheduling conflicts.

Communication

• Communicates complex ideas clearly and persuasively.
• Manages difficult conversations with tact and diplomacy.
• Coaches others on effective communication techniques.

Teamwork<