Job Title: Senior Tax Associate - Internal Tax Services
Job Responsibilities:
- Provide compliance and consulting services specifically to company Partners, focusing on US individual tax services.
- Perform technical review of complex individual tax returns and all supporting tax documents.
- Lead multiple engagements that deliver proactive tax planning and strategic consulting.
- Grow technical competence by applying technical developments to complex situations.
- Manage the client experience as the primary point of contact for approximately 75 clients.
- Invest in personal professional development individually and through participation in company-wide learning and development programs.
- Support the growth and development of team members through the company Care and Teach philosophy, helping associates meet their professional goals.
Education and Experience Information:
- Bachelor's degree in accounting or law, or a similar degree in business. A Master's or advanced degree is desirable.
- CPA or EA strongly preferred, with eligibility for CPA required.
- Four or more years of experience in tax return review and planning for high-net-worth individuals.
- Multi-state tax compliance experience for individuals, including understanding of composite, withholding, and pass-through entity tax.
- Experience providing federal tax compliance and consulting services in a professional services firm.
- Two or more years of supervisory experience, with preferred experience in mentoring and counseling associates.
- Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
- Highly developed skills in CCH Axcess, PDFlyer, and Microsoft Suite.
- Eligibility to work in the . without sponsorship is preferred.
Salary Information:
The compensation range for this role is $74,140 to $130,880. Actual compensation is influenced by a variety of factors, including but not limited to skills, experience, qualifications, and geographic location.
Overview:
The company is a prominent advisory, tax, and assurance firm with a significant presence across major regions of the . and in leading financial centers globally. The company provides professional services through an alternative practice structure in compliance with the AICPA Code of Professional Conduct and applicable laws. As a Senior Tax Associate in the Internal Tax Services department, you will have the opportunity to work remotely, preferably from the East Coast, Southeast, or Midwest. The company offers a balanced work/life environment with no intense tax busy season, allowing for a steady schedule year-round. The company is committed to equal employment opportunities and affirmative action, ensuring a diverse and inclusive workplace.
