Senior Associate, Tax Services

Our Tax Services team is primarily responsible for providing tax advice, tax planning, and tax return preparation to our incredible clients. This service is a core component of our Personal Office approach and experience.

Essential Functions

Income tax return preparation, reviews and filings

Demonstrate a comprehensive understanding to a client’s situation and have a wholistic understanding of a clients financial situation

Manage clients relationships

Handles federal, state and local tax audits

Prepares research memoranda, written correspondence/guidance, and other documents for submission to the IRS or other taxing authorities

Income tax strategy, research and analytics

Build and maintain income tax planning models

Facilitate special projects, as assigned by department President

Continuously improve client service and tax team standards

Work closely with other Associates to design and implement improved processes and operational policies

Collect data and documents for assigned clients

Interpret client documents to answer client questions

Participate in client calls and meetings

Keep all aspects of CRM (Salesforce) up-to-date

Create and maintain paper and online files for clients

Coordinate special requests and client projects

Work directly with client’s other preferred professionals to inquire about, resolve, or facilitate client requests

Ensure Service standards are being exceeded at all times when answering and responding to in-bound client requests

Learn and adapt to new software and technology, as rolled out by our innovation team

Expand professional development by pursuing CPA® certification shortly after start date, if not designated at time of hire

Actively engage in available training and education programs

Required Education & Experience

A bachelor’s degree from an accredited college or university

Successful candidates will combine rigorous service acumen across many of the following areas, along with impressive depth in one or two: tax law, tax return preparation, tax filing, tax review, tax preparation, accounting, or bookkeeping

Minimum of 3-5 years related experience being a high-achiever with a reputation for being a rockstar that gets things done

Record of success in improving processes

Excellent project management skills

Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage lateral and upwards

Experience with an automated tax-processing systems (e.g., Prosystems)

Experience with a CRM database is appreciated (e.g., Salesforce)

Emotional maturity, professional mindset, and the utmost discretion

Strong communication skills, both written and verbal

Proficiency in all areas of Microsoft Office and Apple iOS mobile; must be very tech savvy