BambooHR

Senior Tax Associate

BambooHR

full-time

Posted on:

Location Type: Remote

Location: Tennessee • United States

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Job Level

Senior

About the role

  • Successfully prepares challenging and complex federal and state tax returns primarily for individuals, partnerships, trusts, and corporations.
  • Prepare, review and organize tax information so it can be easily interpreted by a reviewer or client.
  • Recognize, anticipate and resolve tax issues; make recommendations to management team.
  • Seeks guidance and feedback from more senior employees as needed to limit rework by producing quality deliverables on the first attempt.
  • Effective prioritization of work based on deadlines and commitments; meets those deadlines and commitments by meeting productivity and efficiency standards.
  • Exceeds internal and client expectations by producing quality work, quick turnaround, and attentive services.
  • Assists in the development of other team members by taking the time to teach and share information and skills that are critical to their current and future work; makes oneself available to answer questions and is responsive.
  • Working with tax managers and directors on how to build, develop, and maintain positive client relationships by providing timely and unmatched client service while exceeding client expectations.
  • Working with tax managers and directors on how to deliver comprehensive, long-term tax strategies and consulting services.
  • Working with tax managers on how to accurately scope a new project and construct a fee estimate/budget.
  • Beginning to participate in the proposal process for potential new clients including the development of strategic tax planning.
  • Facilitates cross-communication between staff members who serve the same client.
  • Promote firm services to existing and prospective clients.
  • Effectively navigate various software programs and tools used by the firm.
  • Perform other duties as needed.

Requirements

  • Bachelor’s degree in accounting, Finance or related field
  • A current CPA license or CPA eligible working towards obtaining license
  • Three (3) years’ tax experience at a CPA firm
  • Experience using Thompson Reuters Suite
  • Intermediate to Advance knowledge working with spreadsheets including creating formulas, lookups, and analyze
  • Desire to grow professionally within the firm.
Benefits
  • Medical Insurance
  • Dental, Vision, and other voluntary options
  • Paid Life Insurance
  • Matching 401 (k)
  • Paid Time Off
  • 10 Paid Holidays
  • Discounts through Work Advantage
  • Flexible Work Schedule
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax returnstax preparationtax issue resolutionstrategic tax planningfee estimationspreadsheetsformulasdata analysis
Soft Skills
effective prioritizationquality deliverablesclient serviceteam developmentcross-communicationresponsiveness
Certifications
CPA licenseCPA eligible