Tax Senior - Enterprise

Job Summary

As an Enterprise Senior, you will be in a new position of advanced technical aptitude and supervisory responsibilities. A Senior Accountant must be able to handle more complex assignments than the staff, begin to learn the complete process of managing all tasks regarding client work, and take a lead role in developing/reviewing the work of less experienced staff. The Senior Accountant role is the bridge between the staff, who are executing the client-service related tasks, and the management, who are strategizing and overseeing successful completion of efficient engagement activity and top-quality client service.

• Collaborate with partners, managers, and clients to develop comprehensive audit plans tailored to client needs and risks
• Identify key areas for audit focus, potential risks, and necessary resources
• Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)
• Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships
• Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives

• Stay current with evolving accounting standards, regulations, and industry trends, and apply this knowledge to engagements
• Assess the application of accounting principles and standards, and provide recommendations for improvements
• Conduct thorough tax research and analysis to develop tax planning strategies for clients, and collaborate with the internal team to provide guidance on complex tax matters

• Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
• Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications

• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
• Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements

• Collaborate with other audit and tax professionals within the firm to share insights, knowledge, and best practices
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
• Participate in internal training sessions to enhance your technical skills and stay updated on industry trends

• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services

• May supervise subordinate team members

• Work is conducted in a professional office environment with minimal distractions

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift to 15 pounds at a time

• Travel, if required, is unpredictable and will depend on a client’s needs

• Bachelor’s degree in accounting, finance, or a related field
• 3 – 5 years of relevant experience in public accounting, financial consulting, or similar setting

• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Actively working towards achieving CPA licensure or relevant certification, if not already attained
• Responsible for completing the minimum CPE credit requirement

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