Senior Tax Associate

Senior Tax Accountants can perform most tax assignments with little supervision. They specifically are able to handle complex tax assignments simultaneously. They direct and review the work of a Tax Associate and are very capable of making decisions on most accounting, tax and auditing matters. They are supervised in most cases by a manager, supervisor and/ or partner on an engagement. Generally, this position requires two three or more years of tax experience.

Key Responsibilities

1. Demonstrates satisfactory performance of Tax Associate responsibilities
2. Demonstrates an understanding of fundamental principles of federal and state tax law
3. Exhibits an understanding of the levels of authorities, legal precedents, rulings, and regulations
4. Effectively applies tax knowledge to more complex individual and business returns
5. Exhibits a desire to understand more complex business transactions and related issues
6. Demonstrates an ability to prepare complex individual and business tax returns on a timely and efficient basis
7. Exhibits an understanding of computer software used in tax preparation process

1. Exhibits an understanding of client's business objectives and performs tax research with a view for alternatives to satisfy those objectives

1. Works effectively with associates and superiors in analyzing business transactions
2. Performs complete and efficient reviews of individual and business tax returns while providing guidance and supervision to other staff
3. Demonstrates the ability to effectively gather data from client, Tax Department, and third party sources
4. Proficient in utilizing computerized research program
5. Works independently and shows initiative
6. Identifies and resolves issues outside of the scope of the assignment
7. Research is thorough in supporting resolutions in all issues
8. Begin to get involved and direct continuing education within a specialty area of the Tax Department
9. Stays current on federal and state tax law matters
10. Adheres to firm policies and to rules of the AICPA
11. Recognizes and pro-actively supports the fact that the Firm is in the business of providing quality client service
12. Develops positive working relationships with all clients
13. Addresses client and supervisor concerns in a timely manner
14. Quality is consistently demonstrated in all aspects of work
15. Demonstrates effective and appropriate delegation of work to staff
16. Has begun training with Marketing Director including basic marketing skills and the role of "Ambassador of the Firm"

Education/Experience

Bachelor Degree in Accounting from an accredited college or university; commencement of a post-graduate advanced degree in Taxation or other industry recognized specialized knowledge certification preferred. Minimum three years experience in Tax required. Successful

completion of CPA exam preferred. Ability to effectively communicate both verbally and in writing. . Must be able to multi-task and have excellent organizational and follow-up abilities. Proven ability to identify problems and develop creative solutions. Ability to read, speak and

write English.