Senior Associate, Group Tax

Job Summary

• This role requires a tax professional with strong technical tax expertise and excellent interpersonal skills.
• A candidate must have demonstrated experience preparing income tax returns and related federal and state individual and corporate tax returns.
• Knowledge of IRS regulations, procedures and practices, and ability to work effectively in a fast-paced environment are essential.
• The ideal candidate will be able to adapt quickly to changing situations, react to unexpected events and adjust their approach accordingly.
• They should be able to handle multiple tasks simultaneously and meet deadlines consistently.
• In addition, they should have strong analytical and problem-solving skills and be able to communicate complex financial information clearly and concisely to both technical and non-technical audiences.
• You will report directly to the Senior Manager, Tax Consulting Services or Senior Manager, Tax Advisory Services depending on your location.

Key Responsibilities

• Preparation of individual and corporate tax returns
• Review of tax positions
• Preparation of memos and correspondence
• Conducting research on tax legislation and regulations
• Providing ongoing support to clients regarding tax planning and compliance matters
• Managing projects involving client engagements and internal reviews
• Coordinating with external advisors and auditors as necessary
• Communicating with clients and other stakeholders to ensure timely delivery of services
• Performing data entry and processing activities
• Monitoring changes in tax laws and regulations
• Assisting in the development of training materials and programs
• Preparing reports and presentations
• Researching and analyzing data to support decision-making processes
• Developing and implementing policies and procedures
• Collaborating with colleagues and teams to achieve common goals
• Participating in team meetings and discussions
• Staying up-to-date with industry trends and best practices
• Seeking feedback and suggestions for improvement
• Identifying areas for growth and development
• Taking ownership of your actions and decisions
• Demonstrating professionalism and integrity in all interactions
• Building relationships with clients and coworkers
• Showing initiative and self-motivation
• Maintaining confidentiality and discretion
• Exhibiting a strong work ethic and dedication
• Adapting to new situations and challenges
• Encouraging participation and engagement
• Celebrating successes and achievements
• Promoting diversity and inclusion

Requirements

• An MBA or equivalent degree
• A CPA certification
• Five years' experience in public accounting or corporate finance
• Strong communication and presentation skills
• Ability to work independently and collaboratively
• Excellent organizational skills
• Attention to detail and accuracy
• Proficiency in Excel and PowerPoint
• Familiarity with QuickBooks or Sage
• Experience with Salesforce
• Knowledge of GAAP and GAARS standards
• Understanding of IFRS and GAAP standards
• Basic coding skills
• Ability to write technical documentation
• Familiarity with Agile methodologies
• Ability to manage multiple tasks simultaneously
• Ability to prioritize and delegate tasks
• Excellent oral and written communication skills
• Solid interpersonal skills
• Ability to establish rapport with clients and colleagues
• Ability to explain complex ideas simply
• Ability to listen actively and respond appropriately
• Ability to adapt to different personalities and cultures
• Ability to remain calm under pressure
• Ability to handle stress effectively
• Ability to meet deadlines consistently
• Ability to produce high-quality work
• Ability to handle confidential information securely
• Ability to maintain ethical standards
• Ability to follow through on commitments
• Ability to demonstrate accountability and responsibility
• Ability to