As a Tax Services Senior Associate, you will play a crucial role in delivering high-quality tax services and managing client engagements from start to finish. You will utilize your advanced tax research skills and foundational knowledge to identify potential tax issues, gather necessary information for tax filings, and participate actively in tax planning. Your ability to recognize and communicate potential risks, prepare tax accrual workpapers, and effectively use tax software to complete returns for review will be key to your success.
The roles and responsibilities include, but not limited to:
• Run client engagements comprehensively, which includes planning, executing, directing, and completing tax projects while managing to budget.
• Recognize and communicate potential risks associated with tax matters.
• Build and maintain strong relationships with clients, effectively managing their expectations and delivering exceptional services. Manage client accounts, including billing, fee analysis, and the development of new services.
• Supervise, train, and mentor associates and interns on tax projects, assessing the performance of staff for engagement reviews and performing the in-charge role as needed.
• Prepare tax returns for more complex clients and review tax returns prepared by staff. Make recommendations to enhance accuracy and identify tax savings opportunities, gaining increasing responsibility in the review process.
• Research and consult on various tax matters using tax-related software to prepare, process returns, and research tax matters.
• Respond to inquiries from the IRS and other tax authorities, managing and tracking the assigned client lists, and ensuring compliance with all applicable tax laws and regulations.
• Perform key administrative tasks, including billing and the review of engagement letters, ensuring accuracy and attention to detail.
• Manage resource allocation, workflow, and resource utilization. Implement standardized processes and procedures, providing feedback on any improvements.
