Senior Tax Associate
Serve as the communication hub between clients and tax preparers for individual tax returns. Handle client inquiries, gather documentation, monitor milestones with external partners, and manage files for accurate and timely completion. Requires 2+ years tax experience, knowledge of complex individual tax situations, and a bachelor's degree.
About the job
Responsibilities
- Serve as the first point of contact for client questions related to their individual tax returns.
- Answer client questions about tax topics, required documents, filing status, deductions, credits, and refund or balance-due outcomes in clear, easy-to-understand language.
- Contact clients to request missing or additional documentation needed to complete their return.
- Create process flow and monitor tax return milestones with external Tax Preparation Partners.
- Manage client files, organize workpapers and lead sheets.
Requirements
- Minimum of 2+ years of experience in tax compliance, tax preparation or similar role with a proven track record of managing tax responsibilities.
- Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting.
- Effective time management skills to prioritize multiple clients, manage deadlines to meet tax filing dates and internal product development.
- Able to use LaCerte, Proconnect, Google Workspace.
- Bachelor’s degree in accounting, finance or related field.
Nice-to-Haves
- Solid working knowledge of individual income tax returns (Form 1040) and related schedules.
- Strong people skills and the ability to explain tax topics clearly to clients without tax backgrounds.
Skills
Tax Preparation, Tax Compliance, Form 1040, Fbar Reporting, Partnership K1, State Tax Credits, Real Estate Reporting, Lacerte, Proconnect, Google Workspace
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