Build and maintain client relationships aimed at client retention; support clients as it relates to planning, projects and compliance requirements
Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through compliance, practice management, etc.
Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
Present complete, timely and accurate client deliverables
Compliance to the Firm’s quality control standards
Additional projects, furthering the service of clients, as needed

Bachelor’s degree, Accounting
3+ years of related experience
Proficiency in Microsoft Office including Word, Outlook, and Excel
Familiarity with tax software programs
Positive attitude toward client relations to provide exceptional, proactive client service
Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
Highly organized with strong analytical skills, creative problem solving and strong research capabilities
Ability to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasks
Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
Clear communicator with strong interpersonal writing & presentation skills

Senior Tax Associate

Key skills