Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
The Opportunity
As part of the Wealth Management Tax Services - Default team you are expected to lead the way as technology-enabled tax advisors who provide advantages through digitization, automation, and increased efficiencies. As a Senior Associate you are expected to analyze complex problems, mentor others, and maintain rigorous standards. You are expected to focus on building client relationships, developing a deeper understanding of the business context, and navigating increasingly complex situations to grow your personal brand and technical knowledge.
Responsibilities
- Lead technology-enabled tax advisory services
- Drive digitization, automation, and efficiency improvements
- Analyze complex tax issues and provide solutions
- Mentor and develop junior team members
- Maintain exceptional standards in every tax deliverable
- Build and strengthen client relationships
- Develop a thorough understanding of the business context
- Inspire and manage team members to deliver quality work
What You Must Have
- Bachelor's Degree in Accounting
- 2 years of experience
- Job seekers need to demonstrate that the minimum requirements are met for CPA licensure per respective state regulations
What Sets You Apart
- Execution of tax compliance deliverables for corporations, partnerships and other business entities
- Collaboration with tax practitioners and business managers
- Preparation and maintenance of federal and state tax returns
- Delivery of federal and state tax business compliance services
- Preparing Fiduciary Income tax returns
- Reviewing specific 1099s
- Responding to client requests for copies of 1099s, K-1s and trust returns
- Preparing effectively written and verbal business communication skills
- Utilizing problem-solving skills
- Identifying, researching, and documenting tax issues
- Organizing, prioritizing and managing multiple tasks
- Researching business and industry trends to develop a point of view
- Innovating through new and existing technologies, experimenting with digitization solutions
- Working with large, complex data sets to build models and leverage data visualization tools
- Understanding pricing, client worth and the negotiation process
- Job seekers need to demonstrate that the minimum requirements are met for CPA licensure per respective state regulations
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