GR8 Global

• The Tax Senior Associate will be a pivotal member of our tax team, providing leadership and expertise in delivering high-quality tax preparation services to our clients.
• Prepare US individual tax returns (Form 1040), business tax returns (Form 1065), corporate tax (Form 1120 and Form 1120S).
• Review complex returns and make recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process.
• Identify technical issues in various projects and present senior personnel in the tax team with appropriate suggestions to mitigate the same.
• Prepare templates to document tax related data post collecting relevant information from senior personnel in the tax team.
• Research and develop knowledge of current tax legislation across different states in USA complex tax issues to ensure compliance with federal, state, and local regulations.
• Provide technical support on complex projects to senior personnel in the tax team.
• Maintain the quality of tax-related data by regularly monitoring the database and following up with relevant internal stakeholders.
• Assist in developing content for training and provide on-the job training to new employees.
• Supervise, train, and mentor interns on tax projects and provide performance feedback to staff as needed.

Senior Tax Associate, 1040HNI

• Lead and manage multiple operations of the tax practice area to deliver quality tax services as per agreed service agreements.
• Provide tax advisory to assigned clients aiming at maximizing engagement and achieving qualitative outcomes
• Oversee the preparation of federal and state 1040 HNI returns and ensure timely creation of tax related documentation.
• Responsible for delivering efficient completion of quality tax returns and providing excellent client service.
• Conduct a second-level review of tax provisions, calculations, and related documentation to ensure accuracy and completeness.
• Ensure compliance with all applicable tax laws and regulations, including monitoring changes in tax legislation and implementing necessary adjustments to tax reporting.
• Drive team production throughout the cycle, delegating and organising work throughout the team to maximise efficiency.
• Actively contribute to POD / Team management, taking ownership of various projects and reporting to the senior management team.
• Assist in developing guidelines for the team to follow while preparing respective tax documentation after analysing US tax provisions for public and private companies.
• Maintain active communication with respective stakeholders to manage expectations, ensure deadlines are met, and enhance relationships.
• Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and yearend reviews.
• Provide direction to the team including building organization culture, establishing measurable individual and team objectives that are aligned with business goals, playing an active role in hiring subordinates and providing suggestions for superior employee experience and retention of critical employees across the team.

Tax Manager – 1040/1041

Insurance

• Performs audit of client financial statements under supervision of managers on the team
• Complete audit workpapers by documenting audit tests and findings
• Research and develop knowledge of current audit legislation to ensure compliance with federal, state, and local regulations
• Review, research and analyze financial statement issues utilizing various electronic sources and software
• Collect, assimilate, and analyze client data and use standard processes and tools to complete assigned project work
• Assist in identifying technical issues in various projects and share suggestions with senior personnel to mitigate the same
• Recommend on ways to streamline operations and increase client satisfaction
• Provide support on complex projects to senior personnel in the audit team
• Maintain the quality of audit related data by regularly monitoring the database and following up with relevant internal stakeholders
• Assist in developing content for training and provide on-the job training to new employees
• Train, and mentor interns on audit projects and provide performance feedback to staff as needed

Senior Assurance

• The Tax Senior Associate will be a pivotal member of our tax team, providing leadership and expertise in delivering high-quality tax preparation services to our clients.
• Prepare US individual tax returns (Form 1040).
• Review complex returns and make recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process.
• Identify technical issues in various projects and present senior personnel in the tax team with appropriate suggestions to mitigate the same.
• Prepare templates to document tax related data post collecting relevant information from senior personnel in the tax team.
• Research and develop knowledge of current tax legislation across different states in USA complex tax issues to ensure compliance with federal, state, and local regulations.
• Provide technical support on complex projects to senior personnel in the tax team.
• Maintain the quality of tax-related data by regularly monitoring the database and following up with relevant internal stakeholders.
• Assist in developing content for training and provide on-the job training to new employees.
• Supervise, train, and mentor interns on tax projects and provide performance feedback to staff as needed.

Senior Tax Associate – 1040

• Lead and manage multiple operations of the tax practice area to deliver quality tax services as per agreed service agreements.
• Provide tax advisory to assigned clients aiming at maximizing engagement and achieving qualitative outcomes.
• Manage the delivery of services through a team and ensure client ready deliverables are compliant with all applicable tax laws.
• Oversee the preparation of federal tax returns and ensure timely creation of tax related documentation.
• Responsible for delivering efficient completion of quality tax returns and providing excellent client service.
• Conduct a second-level review of tax provisions, calculations, and related documentation to ensure accuracy and completeness.
• Ensure compliance with all applicable tax laws and regulations, including monitoring changes in tax legislation and implementing necessary adjustments to tax reporting.
• Drive team production throughout the cycle, delegating and organising work throughout the team to maximise efficiency.
• Actively contribute to POD / Team management, taking ownership of various projects and reporting to the senior management team.
• Assist in developing guidelines for the team to follow while preparing respective tax documentation.
• Maintain active communication with respective stakeholders to manage expectations, ensure deadlines are met, and enhance relationships.
• Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and yearend reviews.
• Provide direction to the team including building organization culture, establishing measurable individual and team objectives that are aligned with business goals.

Tax Manager – Partnership

Accountant

• Assist in completion of standard journal entries and management of closing calendar to meet reporting deadlines
• Assist of reconciliations for all month-end balance sheet accounts
• Performs detailed analyses of various general ledger accounts and selected cost centers
• Reviews General Ledger activity for accuracy
• Performs bank and reporting uploads on a weekly basis
• Supports various Accounting and cross-functional projects on an as needed basis
• Prepare monthly closing reports

Senior Staff Accountant

Billing Specialist

• Prepare invoices based on time incurred on an engagement
• Provide assistance with ongoing project analysis for billing recommendations
• Generate invoices for review by US team members
• Meet with US team members weekly to review time incurred on engagements
• Identify scope creep and address it accordingly

Billing Analyst

• Provide quality administrative support to assurance department professionals across all HT offices
• Actively maintain the Firm’s core values HT3 and service standards
• Create report formats for new clients and projects, including Word tables and Excel schedules
• Assist in processing report drafts, proofreading and review of changes for accuracy
• Foot (10-key) reports to ensure accuracy of totals
• Create PDF of reports in draft format and at time of issuance
• Prepare client letters and correspondence as instructed by staff, managers and partners
• Roll forward reports in preparation of next reporting period
• Prepare informational reports as requested
• Backup and assist as needed with various duties, involving, but not limited to scheduling, confirmations, CPE, training events, etc.