Tax Senior

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Job description

Summary of Responsibilities A Senior Tax Associate performs most work assigned with a minimum of assistance. Often leads a number of Tax Staff Associates, instructs them in work to be performed, reviews the work done, and directs necessary revisions. The position requires technical, client service, supervision, marketing, and administrative skills. The duties of a Tax Senior are similar in nature of those of an in-charge tax accountant, but they cover a broader area. The salary range is $55,000-$90,000 dependent on skill level and experience. Responsibilities include but are not limited to the following: Essential Functions Prepares the most complex tax returns including personal, fiduciary and business types. Performs less complex tax research projects. Performs tax planning, including multiple scenarios or multiple years Understands entity tax basis and how that impacts tax returns, projections and consulting engagements Analyzes and drafts responses to IRS & FTB notices Assists with IRS & FTB audits Assists with payroll, BOE or county property tax audits Assists QB clients with setup and/or cleanup of data Understands & posts payroll liabilities & wage base adjustments as needed Sets up new payroll items when needed Begins to take charge of client relationship and be primary contact for client Delegates projects to staff who can handle them most efficiently. Develops expertise within agree upon industry group(s). Knows and understands the reason behind the firm's policies and procedures. Becomes aware of workloads and budgets. Begins to proactively set schedule and organize work Develops client relationships through business and social meeting with personnel. Accepts volunteer positions in local community organizations. Meets with prospective clients and cultivates prospects through referral sources. Assists with tax administration projects assigned by managers and partners. Participate in firm committee as a tax member. Performs formal training sessions for staff. Must be legally authorized to work in the United States on a full-time basis upon hire Have a valid driver's license Have personal vehicle for client commute, if necessary. Have current auto insurance policy with at least minimum requirements for California Required Experience 5+ years experience in public accounting 2+ years experience performing tax planning and research services. Must be able to work overtime as needed Demonstrating a progression of experience in complexity of accounting tasks. Education Requirements Bachelor's degree in accounting Required Licenses, Certificates or Knowledge Either holds a current and valid Certified Public Accountants license or is working toward obtaining the license Minimum of 40 hours of continuing professional education is required each year. Proficient in Microsoft Office, Quickbooks, Lacerte and general competence in computerized accounting software programs.

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