What are the responsibilities and job description for the Tax Senior position at Williams-Keepers LLC?
The Tax Senior is responsible for preparing and reviewing tax returns of varying complexity. The successful candidate in this position will identify and recommend tax strategies that better position the client through their deep understanding of tax law.
Essential Functions:
- Successful completion of diversified accounting and tax assignments under the direction of the members, managers and/or supervisors.
- Demonstration of high-quality technical skills, work quality and application of professional and firm standards.
- Adhere to time constraints and applicable deadlines.
- Participation in planning and scheduling of client engagements.
- Provide direction and instruction for staff accountants, when applicable, including evaluation of work products and subsequent performance evaluation.
- Work to identify client service opportunities for existing clients.
- Preparation of routine correspondence to client on behalf of the firm.
- Monitoring and maintenance of professional certification requirements, including identification of applicable continuing professional education.
Qualifications and Skills:
- Minimum of a bachelor's degree in accounting.
- Proficiency with the Microsoft Office suite and Adobe software platforms.
- Word processing, use of spreadsheets, email, document management and calendaring programs is required.
- Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
- Exceptional attention to detail and accuracy, with a focus on delivering high-quality results.
- Strong communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams.
- Analytical mindset with problem-solving abilities.
- Ability to work independently and handle multiple projects simultaneously.
Performance Expectations:
- Follow regulations and professional ethics of the American Institute of Certified Public Accountants (AICPA) and Missouri Society of Certified Public Accountants (MSCPA)
- Adhere to all firm policies and procedures, as outlined in the Associate Handbook.
- Be pleasant, courteous, and helpful with staff and clients.
- Be efficient and organized when carrying out tasks.
- Maintain a neat and organized work environment for maximum efficiency and productivity.
- Maintain strict confidentiality of all client and business transactions.
- Effectively manage numerous tasks and projects.
- Demonstrate excellent written and verbal communication skills.
- Demonstrate a professional attitude and support a teamwork-oriented environment.
- Develop positive working relationships with clients and co-workers.
- Must have exceptional attendance.
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift 25 – 50 pounds at times.
- Extended hours are required at certain times throughout the year, depending on client needs.
Keep in mind that the specific responsibilities and requirements of the Tax Senior may vary depending on the Firm's specific needs.
WK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
