Experienced Tax Senior - Tax Manager

Experienced Tax Senior - Tax Manager

SUMMARY/OBJECTIVES

The Senior Tax Associate is responsible for performing complex tax preparation, tax research, and tax planning with minimal supervision. This position also provides work direction and technical guidance to less experienced team members. The Senior Associate will have direct contact with clients to resolve minor tax matters and coordinate tax compliance. Team members in this role are in charge of tax compliance and perform tax planning under direct supervision.

ESSENTIAL FUNCTIONS

• Master core competencies for level of experience.

• Maintain accurate project information.

• Prepare complex tax returns.

• Review tax compliance work of associate-level team members.

• Perform tax research.

• Review tax information supplied by client; may meet with or call client with questions as directed by engagement team manager / partner.

• Recognize, anticipate, and resolve tax issues; make recommendations.

• Assist in federal and state audits.

• Market firm services to existing and prospective clients.

• Train, mentor and provide work direction to tax associates

• Meet productivity and efficiency standards (billable hours and recovery).

TECHNICAL SKILL DEVELOPMENT / REQUIREMENTS

• Stay current on changes within the profession and business environment.

• Demonstrate mastery of tax research and documentation methodologies.

• Maintain required level of technical knowledge.

• Demonstrate ability to apply new technical concepts to current client assignments.

COMPETENCIES

• Analytical – Synthesize complex and diverse information; collect and research data; able to use intuition and experience to complement and explain data; designs work flows and procedures.

• Problem Solving – Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses objective reasoning even when dealing with emotional topics.

• Technical skills – able to assess own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.

• Judgment – Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decision; includes appropriate people in decision-making process; makes timely decisions.

• Professionalism – Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments.

• Dependability – Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan.

• Quality – Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.

• Initiative – Volunteers readily; undertakes self-development activities; seeks increased responsibilities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.

REQUIRED QUALITIES

• Dedicated to providing personalized attention and service.

• Accountable.

• Proactive and strategic solution provider.

• Relationship builder.

• Collaborative.

• Trustworthy.

REQUIRED EDUCATION AND EXPERIENCE

Individuals at this level generally have a Bachelors degree in accounting or related field and three or more years of experience in federal and state income tax preparation.

In addition, the success full candidate will have:

• A Bachelor’s degree in accounting or business related field, must have completed credits / coursework as outlined by California Board of Accountancy’s requirements for licensure.

• CPA certification or actively pursuing certification.

• Three or more years of tax experience with at least one year of mid-level compliance work.

• Ability to read, analyze, and interpret general business periodicals, professional…