UHY-US
Overview
As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders to ensure high-quality work is conducted and delivered to our clients.
Responsibilities
Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.).
Serve as the primary point of contact for assigned clients, addressing tax inquiries, providing recommendations, and fostering strong client relationships.
Collaborate with partners and managers to ensure seamless client service delivery and alignment with firm objectives.
Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes.
Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions.
Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns.
Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications.
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards.
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions.
Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements.
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices.
Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work.
Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members.
Participate in internal training sessions to enhance technical skills and stay updated on industry trends.
Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services.
Qualifications
Bachelor’s degree in accounting, finance, or a related field
3 – 6 years of relevant experience
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Experience in a professional service environment (e.g., CPA firm) is preferred
Actively working towards CPA or Enrolled Agent licensure or relevant certification, if not already attained
Responsible for completing the minimum CPE credit requirement
Other duties: This job description is not designed to cover a comprehensive listing of activities and may change at any time with or without notice.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing
Industries
Accounting
Note: This posting includes references to benefits and terms where applicable and non-exhaustive.
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Responsibilities
Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.).
Serve as the primary point of contact for assigned clients, addressing tax inquiries, providing recommendations, and fostering strong client relationships.
Collaborate with partners and managers to ensure seamless client service delivery and alignment with firm objectives.
Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes.
Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions.
Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns.
Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications.
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards.
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions.
Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements.
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices.
Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work.
Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members.
Participate in internal training sessions to enhance technical skills and stay updated on industry trends.
Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services.
Qualifications
Bachelor’s degree in accounting, finance, or a related field
3 – 6 years of relevant experience
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Experience in a professional service environment (e.g., CPA firm) is preferred
Actively working towards CPA or Enrolled Agent licensure or relevant certification, if not already attained
Responsible for completing the minimum CPE credit requirement
Other duties: This job description is not designed to cover a comprehensive listing of activities and may change at any time with or without notice.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing
Industries
Accounting
Note: This posting includes references to benefits and terms where applicable and non-exhaustive.
#J-18808-Ljbffr