Roles & responsibilities
•Perform tax-related tasks involving tax compliance to a variety of clients including partnerships and corporations
•Participate in tax compliance and provision assistance engagements, identification and analysis of tax technical issues and interaction with additional service lines, including State and Local Tax and International Tax for multinational and domestic entities in a wide variety of industries
•Ability to handle multiple engagements, manage teams, review work prepared and provide guidance and training to associates on engagement work performed
•Work as part of a multi-disciplinary team and be responsible for delivering high quality tax compliance service
•Keep up to date on current tax practices, new technologies and tools used in client service delivery and participate in technology or process development initiatives, including bot development and use of Alteryx and other data enablement tools
Experience & Qualifications:
•Bachelor’s Degree in accounting or MBA finance from reputable universities with excellent academic result, majoring in Accounting, Taxation or Finance. Preferred EA/CPA certification.
•3-4 years of recent tax compliance experience in an accounting firm, corporation, and/or law firm
•Demonstrated quality service mindset, strong technical aptitude, critical thinking skills and experience with MS Office applications and third-party tax reporting software programs
•Excellent communication and time management skills; flexible and adaptable team player; and resourceful in delivering high quality work
•Ability to handle multiple engagements concurrently, prioritize competing tasks; demonstrate attention to project details, timelines and work ethic to accomplish project assignments.
Federal Tax
Demonstrates the ability to lead a team of individuals to complete a project
Ability to perform effective self-review / review of the Associate / Senior associate work to produce a quality work product with minimal errors.
Demonstrates application of research, critical thinking and analytical skills to identify issues, perform complex calculations, develop conclusions and articulate issues of moderate complexity
Advanced tax technical, tax compliance knowledge and technology skills in 1-2 focus areas such as Partnerships, Corporate, State or International.
State and Local Tax
Demonstrates broad state and local tax technical experience and understanding of multi-jurisdictional, income franchise and indirect tax concepts.
Advanced proficiency in Utilization of state tax resources including filing matrix, e-file summary chart, partnership matrices, Fund of Funds templates, and State Compliance Workbook, and participating in updating the resources
Knowledge of intermediate partnership and corp. state concepts such as lower-tier withholding and entity-level taxes, separate vs. combined filings, franchise taxes, etc.
