Our client is looking for a Senior Tax Advisor to lead and manage multiple tax engagements to deliver quality income tax services for our diverse client base. This individual will be responsible for advising clients on the tax implications of their business objectives, evaluating and selecting actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. The Senior Tax Associate should be comfortable with tax compliance on individual, corporate, partnership and trust returns. In addition, this individual will be actively participating in the marketing, networking and business development, in a role that provides a potential path to ownership.
Responsibilities:
- Build new and existing client relationships and demonstrate basic knowledge of client’s businesses.
- Work closely with Tax Partners to satisfy the needs with planning compliance.
- Understand and manage firm risk on tax services performed.
- Review and prepare federal and state income tax returns for individuals, corporations and partnerships.
- Prepare research memoranda, written correspondence/guidance, and other documents.
- Train and supervise staff along with reviewing and evaluating their work.
- Manage multiple clients, budgets and production goals.
- Review of client Quickbooks and financial statements; prepare and review adjusting journal entries
Ideal Candidate:
- Someone who is seeking to grow and be challenged professionally
- Able to manage multiple client engagements and multi-task efficiently
- Able to demonstrate excellent analytical, organizational, project management, oral and written communication skills
- Highly detail-oriented, disciplined, and a self-starter
- Able to develop & maintain client relationships and identify planning opportunities for clients
- Someone who takes ownership of your work and your clients and drives projects to the finish line
Location: Hybrid in Brighton office
Salary: 200-250k
