What are the responsibilities and job description for the Senior Tax Associate position at W3Global?
We are seeking an experienced and motivated Senior Tax Associate to join our dynamic team. In this role, you will be responsible for managing various tax compliance and advisory tasks, ensuring adherence to tax laws and regulations, and providing exceptional client service. This position requires a strong understanding of tax concepts, excellent analytical skills, and the ability to work independently and as part of a team.
Key Responsibilities
Tax Execution
Key Responsibilities
Tax Execution
- Possess advanced accounting skills used to analyze client information
- Prepare high-level tax returns and workpapers with an advisory mindset
- Apply knowledge of tax regulations and ensure tax compliance
- Prepare and analyze planning estimates to maximize tax benefits
- Assess and research complex tax issues and identify solutions for clients
- Prepare correspondence for submission to IRS and other tax authorities via mail or phone
- Meet with clients in-person or via phone/virtual communications
- Provide client support and assistance for tax and accounting-related items
- Manage and maintain strong client relationships
- Examine opportunities for additional client service and ongoing support
- Prepare tax workpapers in compliance with firm standards, using various software and programs
- Prepare accounting-related reports
- Keep thorough records for other preparers and reviewers
- Work with tax team to ensure various tax processes are being performed
- Assist with overall tax workload, including preparation for tax managers and partners and review for junior associates and interns
- Comply with internal processes and procedures to maintain efficiencies
- Promote inter-office work and positive interactions among team members
- Attend professional development and training courses to improve knowledge base
- Keep up-to-date with current tax laws and regulations and monitor industry trends
- Maintain minimum CPE requirements
- Bachelor's or master's degree in accounting, business, or a related field. A master's degree in public accounting is a plus.
- CPA certification or progress toward obtaining a CPA is highly desirable.
- 3 years of experience in public accounting or a related field, with a focus on tax services.
- Highly proficient in the MS Office Suite (Outlook, Word, Excel, etc.). Familiarity with accounting software is required, and experience with UltraTax is preferred.
- Strong understanding of federal, state, and local tax laws and regulations.
- Adaptability and a commitment to flexibility in a constantly changing professional environment.
- Excellent written and verbal communication skills, with the ability to provide precise and impactful feedback to clients and team members.
- Be part of a highly regarded firm with a strong presence across eastern South Dakota
- Enjoy a competitive salary that aligns with both public and industry accounting standards.
- Benefit from our Annual Bonus Program, where every team member shares in the success of our firm.
- Opportunities for professional growth through training and development programs.
- Secure your future with our 401(k) retirement plan, featuring an impressive dollar-for-dollar match of up to 5%.
- Comprehensive benefits include group health coverage with generous employer contributions, paid life insurance at 2x your salary, and other valuable fringe benefits.
- Take advantage of 10 paid holidays annually, plus our innovative Summer Fridays Program-a four-day workweek with 13 additional paid days off during the summer.
