What are the responsibilities and job description for the Senior Tax Associate - Business Tax Reviewer position at myStartupCFO LLC?
Senior Tax Associate - US Business Taxation role will include : Client Responsibilities : ➢ Tax Compliance : Review U.S. business tax returns (Forms 1065, 1120, 1120S, 990), state income tax returns. ➢ Client Management : Manage client relationships, oversee data validation, address clarifications, and ensure timely delivery of tax returns and billing. ➢ Financial Analysis : Evaluate business financials, recommend improvements in books, payroll, and services, and verify vendor payments for 1099 filings. ➢ Compliance Monitoring : Set expectations for compliance processes, resolve complex issues, and communicate effectively with stakeholders. ➢ Strategic Involvement : Build client relationships, monitor filing requirements, and provide insights for better financial management.Other Responsibilities : ➢ Tax Compliance Expertise : Thorough understanding of U.S. tax implications for business owners and their filings. ➢ Research & Advisory : Analyze and interpret evolving tax rules; provide consultancy and research support to clients. ➢ Client Support : Explain tax laws, help clients adapt to changes, and represent them before the IRS with appropriate POA. ➢ Leadership : Supervise and mentor Tax Assistants, contributing to their professional development. ➢ Training & Development : Regularly contribute to in-house training sessions and management meetings. ➢ Technical Proficiency : Added value for experience with Drake or Lacerte tax software. Delivery Management : ➢ Client Management : Manage extensive client leads end-to-end, including data gathering, validation, clarifications, review, returns delivery, and billing processes. ➢ Tax Compliance Oversight : Ensure accurate tax compliance by setting clear expectations for work scope, timelines, and delivery. ➢ Issue Resolution : Identify complex client issues and effectively communicate them to managers / directors and clients at the appropriate time. ➢ Process Excellence : Ensure adherence to tax return procedures, monitoring compliance processes and filing requirements, and preventing client escalations. ➢ Relationship Building : Actively engage in building strong client relationships and driving team performance to meet deadlines. ➢ Team Leadership : Motivate and lead the team to complete tasks within deadlines.Qualification : Graduation / PG; EA is an added advantageExperience : 2-3 years of experience as a ReviewerLocation : Plano, Texas
