A Tax Services Senior Associate is 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 workpapers and working with tax software applications to complete tax returns for review
- In this role, the Tax Manager will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates
Qualifications
- Bachelors degree in accounting or other relevant field required
- Masters degree in accounting beneficial, masters degree in taxation preferred
Experience
- Three (3) to five (5) years of prior experience
- Preparation and detailed review partnership and corporate state tax returns and work papers with attention to multistate tax issues such as apportionment, state modifications, nexus, unitary filings, and flow-through taxation
- Researching state tax legislation and assisting with impact on compliance
- Assisting with engagement workflow management and supervising tax consultants and interns on assigned engagements
- Prior experience of preparing and reviewing estimated payment and extensions calculations and related filings
- Prior basic supervisory experience preferred
- Identify the open items and communicate with the seniors
Software
- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
- Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers
Other Knowledge, Skills Abilities
- Strong verbal and written communication skills
- Ability to effectively delegate work as needed
- Strong analytical, research and critical thinking skills as well as decision-making skills
- Capacity to work well in a team environment
