Responsibilities
- Prepare federal and state corporate, individual, trusts and estates, and partnership returns, including exercising professional judgment with respect to issue identification to develop solutions to tax issues in returns.
- Research tax issues and legislations.
- Interpret tax code.
- Provide and maintain proper documentation to support tax return calculations.
- Analyze depreciation to determine proper methodology for tax impact on client engagements to decide best treatment of disposed for obsolescence and new fixed assets placed in service.
- Make projections on future tax liabilities based on variable options to make client recommendations as part of the tax planning process.
- Interact with client personnel regarding tax return information, deadlines, etc. and keep team informed on status.
- Look for opportunities to provide additional services to clients.
- Keep current on professional announcements.
- Proactively participate in professional development opportunities, i.e. Mentoring Program, Coaching, CPEs, etc.
- Initiate and develop relationship with appropriate levels of the client’s management team.
- Conduct oneself professionally as a representative of the Firm.
- Work beyond standard hours in expected throughout the year.
- Provide training to co-workers on technical areas of tax expertise.
- Give insight and thought leadership to corporate publications on tax matters.
- Minimal travel to client sites may be required.
- Additional responsibilities, not listed above, may be expected as needed.
Qualifications
- Bachelors or Masters degree in Accounting from an accredited college or university. MS in Taxation preferred.
- Must have a CPA license or be eligible to sit for the CPA exam.
- 2+ years relevant experience preferably from the Big 4.
- Must have strong technology skills and be proficient with all aspects of Microsoft Office. Working knowledge and experience with GoSystems Tax RS, ProSystems fx Tax and ProSystems fx Engagement are a plus.
- Must have strong written and verbal communication skills and be able to listen effectively.
- work well under pressure; able to meet deadlines with accuracy.
- Excellent analytical, organization and problem solving skills are a must.
- Ability to learn processes quickly and be able to apply that knowledge to engagements.
- Flexibility and openness to work on a variety of assignments; be able to multi-task.
- Basic knowledge of federal and state tax compliance.
- Team player with desire to be an active participant within the organization.
- Have a strong desire to maintain a customer service approach focused on exceeding expectations in all areas.
- Knowledge of basic tax laws/Generally Accepted Accounting Principles
Location: NY / MA / FL
Salary: Competitive Base Salary + Quarterly Profit-Share & Bonus
