Senior Associate, Tax
Mariner
full-time
Posted on:
Location Type: Hybrid
Location: Louisville • Kentucky • 🇺🇸 United States
Visit company websiteSalary
💰 $58,500 - $108,000 per year
Job Level
Senior
About the role
- Build and maintain client relationships aimed at client retention; support clients as it relates to planning, projects and compliance requirements
- Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
- Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
- Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
- Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through compliance, practice management, etc.
- Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
- Present complete, timely and accurate client deliverables
- Compliance to the Firm’s quality control standards
- Additional projects, furthering the service of clients, as needed
Requirements
- Bachelor’s degree, Accounting
- 3+ years of related experience
- Proficiency in Microsoft Office including Word, Outlook, and Excel
- Familiarity with tax software programs
Benefits
- Competitive salary
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax returns preparationincome tax projectionsfinancial statementscompliance requirementserror preventionfraud preventionIRS inquiries responsetechnical researchclient deliverables presentationquality control standards compliance
Soft skills
client relationship managementclient retentioncommunicationorganizational skillsattention to detailproblem-solvingteam collaborationadaptabilitytime managementparticipation in learning opportunities
Certifications
Bachelor’s degree in Accounting