Job Description

Position Overview: As a Tax Consultant Associate, you will play a key role in preparing and reviewing tax returns for a diverse portfolio of clients. Your insights and strategic advice will help clients navigate tax implications effectively while enhancing their overall tax functions.

Key Responsibilities:

• Collaborate as part of a team to review and implement effective tax strategies, ensuring compliance while maximizing post-tax profits for both corporate and individual clients.
• Independently prepare tax returns and working papers for various entities, including corporations, partnerships, estates, trusts, and non-profits across multiple sectors.
• Assist with ad hoc tax-related projects, enhancing your practical experience.
• Analyze data, address complex tax issues, and respond to inquiries from the IRS and other tax authorities efficiently.
• Guide and mentor Tax Interns with the preparation and scanning of tax returns, fostering a collaborative team environment.
• Provide timely responses to client communications and inquiries with a solutions-driven mindset.
• Ensure deliverables meet client expectations and are submitted within required timelines.
• Identify opportunities for introducing additional services based on client needs and expectations.
• Stay updated on local and national economic trends and business developments affecting taxation.
• Engage in continuous learning to enhance your technical expertise in tax regulations and practices.
• Work closely with leadership to discover efficiencies and enhance engagement management.

People Management and Relationship Building:

• Be proactive in supporting and collaborating with your team members.
• Foster respect and build trust within the team dynamic.
• Effectively adapt to various team personalities and work styles.
• Communicate project statuses and challenges openly with team members.
• Take ownership of your assigned tasks while actively seeking feedback for your professional growth.

Business Development Insight:

• Possess a thorough understanding of our service lines, competitor landscape, and technological impacts on business growth.

Required Skills:

• Exceptional organizational skills with a keen attention to detail.
• Ability to juggle multiple tasks and prioritize effectively.
• Strong verbal and written communication skills with a client-first mentality.
• Proficient analytical and interpersonal skills.
• Good grasp of accounting and tax principles and a desire for self-improvement.
• Familiarity with Microsoft Office Suite and other technological tools.
• Self-motivated and eager to improve professional knowledge in accounting and advisory.

Qualifications:

• Bachelor's degree in Accounting with 150 credit hours and a minimum GPA of 3.0 preferred.
• Currently pursuing CPA licensure, or already obtained.

Essential Functions:

• Engage in various manual tasks requiring focus, communication, and mobility.
• Ability to stay stationary as required and occasionally move around to client sites.
• Vision abilities including close and distance vision adjustments.
• Comfortable using office equipment such as computers, printers, and calculators.
• Interact with internal teams and external clients in a professional manner.
• Capability to lift/carry items weighing up to 20 pounds.
• Willingness to work outside of standard hours as needed, including potential overnight travel.
• Flexibility to adapt to changing responsibilities as assigned.

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