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Finance - General Attorney / Tax - General Attorney in Dallas, TX

Weaver May 11,2018 Nov 17,2017 Location Dallas TX
This job is expired...

In-House

Attorney

Finance - General

Tax - General

Min 2 yrs required

Profile

Tax Senior Associate - Financial Services The candidate will prepare complex tax returns, provide consultative services to clients, assist with other projects, and begin reviewing the work product of less experienced team members. Will work closely with all team members to identify and resolve issues encountered in engagement objectives through effective and timely communication. Consistently assume responsibility for assigned engagements under the supervision of more experienced staff and prepare tax returns and/or communicated engagement objectives with limited guidance. Keep supervisors apprised of assignment status and progress through timely communication. Establish and maintain good working relationships and demonstrate effective communication with client personnel at appropriate levels. Exhibit initiative and sense of responsibility by ensuring follow through of open items and issues through completion. Demonstrate the ability to prioritize and manage multiple assignments of varying sizes and complexity within given timeframe and budget. Begin gaining a general understanding of all services offered by the firm. Continue to expand understanding of tax and accounting concepts and knowledge. Research and identify tax and accounting treatment for issues, propose solutions and consult with experienced staff as necessary. Assist with planning activities related to assigned projects. Begin assisting in the training and development of staff; and provide performance feedback as needed. Begin to demonstrate the ability to supervise less experienced staff and review their work product. Learn and practice effective delegation and utilization of staff. Begin development of expertise in niche area. Work with your Direct Report to develop a charge goal, along with a plan to achieve and monitor monthly and annual goal. Work with direct report manager to develop an appropriate plan of professional development, professional reading, and CPE, and take responsibility to ensure that plan is achieved. Demonstrate a more than basic understanding of clients’ business operations and accounting systems. Maintain appropriate professionalism in client and team interactions. Submit work papers for review that are complete, well organized, and timely. Demonstrate mindfulness of budget and deadline considerations and strive for adherence. Work diligently towards acquisition of CPA license if not already licensed. Must be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPA’s in discharging their professional responsibilities. Provide tax compliance and advisory services for investment partnerships and related management entities. Work as part of a multi-disciplinary team helping to provide financial service knowledge and experience. Build and manage client relationships.

Qualification and Experience

The candidate should have Bachelor’s degree in Accounting or related field. Master's degree in Accounting or related field preferred. Bachelor's degree, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university is needed. Proficient with Microsoft Excel, Word, Outlook is needed. Excellent written and oral communications skill is essential. CPA candidate required, CPA is preferred. Should have 2 years of investment partnership tax experience, including preparation of allocation schedules, Schedules K-1, Forms 1065 and related other related schedules. Working knowledge of alternative investment vehicles and structures, including hedge funds, private equity funds and mutual fund is needed. Basic understanding of the tax implications associated with financial products. Experience supervising 1-3 or more individual is beneficial. Should possess sufficient technical skills to perform the essential duties and responsibilities of the position. Experience with Quick Books, ProSystem fx, and CCH Engagement, or similar is needed.

Additional info

Job Code: 1578

Company info