Job purpose
Working as part of a team and utilizing resources to add value to clients, the Senior is responsible for the preparation of complex tax compliance and consulting engagements. The Senior often leads and trains Staff on basic engagements and performs a detailed first-review on those projects.
Duties and responsibilities
Commitment to Client Service
- Develops effective working relationships with clients and firm associates
- Collaborates with others to provide quality service to clients
- Attends and is able to participate in client meetings as needed
- Is able to identify potential tax issues during planning of engagement
- Communicates with the IRS and other state authorities in a professional manner when applicable
- Confidently responds to federal and state notices
Technical Skills
- Accurately prepares complex partnership, S Corporation and individual tax returns
- Efficiently reviews tax returns from Staff as a first reviewer
- Prepares and reviews income tax projections and estimate calculations
- Accurately performs research and writes technical memorandum in a readable format
- Researches and prepares work papers for various book to tax differences
- Identifies area of specialization and is continuously refining skills, knowledge and expertise
Leading People
- Mentors Staff and Interns on return review notes
- Builds and maintains positive relationships across the firm
- Supports Staff and Interns in professional development
- Contributes and supports new ideas
Business Results
- Executes feedback to minimize repeated errors and apply new concepts
- Maintains open communication with management regarding the progress of completion on projects
- Participates actively in training and developmental opportunities, both as an attendee and as a facilitator
- Utilizes computer applications and relevant technology effectively
- Enters time daily
Executive Presence
- Participates in Firm events
- Commits to outside reading, studying and professional growth
- Actively studying and preparing for the CPA certification
