Frederick Fox

Senior Tax Associate Job DescriptionWe are seeking an experienced and detail-oriented Senior Tax Associate to join a professional accounting team. The ideal candidate will have a strong background in tax preparation, compliance, and planning, with experience handling individual and business tax returns. This role involves reviewing complex tax filings, providing tax planning recommendations, mentoring junior team members, and ensuring compliance with applicable tax laws and regulations. Responsibilities<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Prepare and review individual, corporate, and partnership tax returns to ensure accuracy and compliance with applicable tax laws and regulations.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Analyze financial statements, accounting records, and supporting documentation to identify tax-saving opportunities and provide tax planning recommendations.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Conduct tax research and evaluate changes in tax legislation and regulations to assess their impact on clients.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Provide guidance, mentorship, and technical support to junior tax associates in tax preparation, research, and client service.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Collaborate with accounting, audit, and advisory teams to deliver comprehensive client services.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Communicate with clients to obtain necessary financial information, address tax-related inquiries, and provide guidance on tax compliance and planning matters.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Identify potential tax risks, recommend appropriate solutions, and maintain accurate documentation of tax-related activities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Assist with specialized tax filings, including trust and not-for-profit tax returns, as needed.</li>
</ul> Requirements<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Bachelor's degree in Accounting or a related field.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Two to five or more years of tax preparation and compliance experience, preferably within a public accounting firm.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience preparing and reviewing individual and business tax returns.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong knowledge of applicable tax laws, regulations, and tax planning principles.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Excellent analytical, organizational, and problem-solving skills.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong written and verbal communication skills, with the ability to work effectively with clients and team members.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ability to manage multiple assignments, meet deadlines, and maintain a high level of accuracy.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Certified Public Accountant (CPA) license preferred.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience with trust tax returns and not-for-profit tax filings, including Form 990, is an advantage.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Demonstrated experience in tax planning and the ability to mentor junior team members are highly desirable.</li>
</ul>

Senior Tax Associate

Job Description

We are seeking an experienced and detail-oriented Senior Tax
Associate to join a professional accounting team. The ideal
candidate will have a strong background in tax preparation,
compliance, and planning, with experience handling individual and
business tax returns. This role involves reviewing complex tax
filings, providing tax planning recommendations, mentoring junior
team members, and ensuring compliance with applicable tax laws
and regulations.

Responsibilities

* Prepare and review individual, corporate, and partnership tax
returns to ensure accuracy and compliance with applicable tax
laws and regulations.
* Analyze financial statements, accounting records, and
supporting documentation to identify tax-saving opportunities and
provide tax planning recommendations.
* Conduct tax research and evaluate changes in tax legislation
and regulations to assess their impact on clients.
* Provide guidance, mentorship, and technical support to junior
tax associates in tax preparation, research, and client service.
* Collaborate with accounting, audit, and advisory teams to
deliver comprehensive client services.
* Communicate with clients to obtain necessary financial
information, address tax-related inquiries, and provide guidance
on tax compliance and planning matters.
* Identify potential tax risks, recommend appropriate solutions,
and maintain accurate documentation of tax-related activities.
* Assist with specialized tax filings, including trust and
not-for-profit tax returns, as needed.

Requirements

* Bachelor's degree in Accounting or a related field.
* Two to five or more years of tax preparation and compliance
experience, preferably within a public accounting firm.
* Experience preparing and reviewing individual and business tax
returns.
* Strong knowledge of applicable tax laws, regulations, and tax
planning principles.
* Excellent analytical, organizational, and problem-solving
skills.
* Strong written and verbal communication skills, with the
ability to work effectively with clients and team members.
* Ability to manage multiple assignments, meet deadlines, and
maintain a high level of accuracy.
* Certified Public Accountant (CPA) license preferred.
* Experience with trust tax returns and not-for-profit tax
filings, including Form 990, is an advantage.
* Demonstrated experience in tax planning and the ability to
mentor junior team members are highly desirable.

Senior Tax Associate

About the role

Not the right role?