Senior Associate, Tax
Job Description:
Our client, a small, mid-size CPA firm with offices in Fairfield County, CT seeks to add a Senior Tax Associate to their team. They have been servicing the tri-state area for almost 40 years across a wide range of industries including financial services, manufacturing, not-for-profit, professional services retail, and more. Offering a great working environment, they have been recognized as one of Connecticut's Top Places to work nearly ten times over the last decade.
The Senior Associate (Tax) is responsible for complex tax activities including, but not limited to tax preparations for corporate, partnership, and individual tax returns. The Senior Associate is also responsible for the day-to-day individual and business client interaction.
Some specific responsibilities include but are not limited to:
• Prepare complex corporate, partnership, and individual tax returns and planning with no direct
supervision
• Hold meetings with clients regarding their annual income and expenses
• Conduct appropriate and applicable research regarding tax issues to ensure accuracy and implementation of specific tax law and provide guidance to clients and/or suggest alternatives
• Use financial records and other statements to use adjustments and keep clients' tax liability low
• Review tax returns and ensure accuracy and completeness
• Interact with IRS and state tax agencies to address inquiries
• Manage daily client workflow and multiple client projects at any given time
• Manage both Individual and Business clients
• Be active in the consulting and planning of tax strategy
• Assist Associates I and II with training and client interaction
Requirements:
• Bachelor’s degree in accounting or Master’s degree in accounting or taxation or related field• Minimum 4 year’s accounting and tax experience required
• Experience with a variety of income tax filings, e.g., S-Corp, partnership, trust, individual
• Ability to meet time constraints and client deadlines
• Ability to work heavy overtime from January to April 15 (maybe in excess of 55 hours per week)