Senior Tax Associate

Senior Tax Associate - US Business Taxation role will include: Take the next step in your career now, scroll down to read the full role description and make your application. Client Responsibilities: Tax Compliance: Review U.S. business tax returns (Forms 1065, 1120, 1120S, 990), state income tax returns. Client Management: Manage client relationships, oversee data validation, address clarifications, and ensure timely delivery of tax returns and billing. Financial Analysis: Evaluate business financials, recommend improvements in books, payroll, and services, and verify vendor payments for 1099 filings. Compliance Monitoring: Set expectations for compliance processes, resolve complex issues, and communicate effectively with stakeholders. Strategic Involvement: Build client relationships, monitor filing requirements, and provide insights for better financial management. Other Responsibilities: Tax Compliance Expertise: Thorough understanding of U.S. tax implications for business owners and their filings. Research & Advisory: Analyze and interpret evolving tax rules; provide consultancy and research support to clients. Client Support: Explain tax laws, help clients adapt to changes, and represent them before the IRS with appropriate POA. Leadership: Supervise and mentor Tax Assistants, contributing to their professional development. Training & Development: Regularly contribute to in-house training sessions and management meetings. Technical Proficiency: Added value for experience with Drake or Lacerte tax software. Delivery Management: Client Management: Manage extensive client leads end-to-end, including data gathering, validation, clarifications, review, returns delivery, and billing processes. Tax Compliance Oversight: Ensure accurate tax compliance by setting clear expectations for work scope, timelines, and delivery. Issue Resolution: Identify complex client issues and effectively communicate them to managers/directors and clients at the appropriate time. Process Excellence: Ensure adherence to tax return procedures, monitoring compliance processes and filing requirements, and preventing client escalations. Relationship Building: Actively engage in building strong client relationships and driving team performance to meet deadlines. Team Leadership: Motivate and lead the team to complete tasks within deadlines. Qualification: Graduation/PG; EA is an added advantage Experience: 2-3 years of experience as a Reviewer Location: Plano, Texas

Created: 2025-01-12