Role Summary

The Tax Senior is a critical mid-level professional who manages the day-to-day progress of tax compliance and consulting projects. This role requires a high degree of technical proficiency in federal and state taxation, along with the ability to manage client relationships and internal workflows.

Key Responsibilities

Technical Execution & Compliance

• Preparation & Review: Prepare and perform initial reviews of complex federal and multi-state tax returns for individuals, corporations (C-Corp and S-Corp), partnerships, and trusts.

• Tax Provisioning: Assist with the calculation and documentation of income tax provisions (ASC 740) for corporate clients.

• Research: Conduct technical tax research on complex issues and provide written summaries or recommendations for tax planning.

• Audit Support: Assist in representing clients before the IRS or state/local taxing authorities during audits.

Project & Team Leadership

• Workflow Management: Oversee the status of multiple engagements simultaneously, ensuring deadlines (such as April 15th and October 15th) are met.

• Staff Mentorship: Supervise Tax Associates and Interns, providing "on-the-job" training and reviewing their work for accuracy and technical soundness.

• Quality Control: Ensure all work papers and tax returns adhere to firm standards and regulatory requirements.

Client Relations

• Communication: Act as a primary point of contact for clients to gather necessary data and explain tax filing requirements.

• Planning: Identify opportunities for tax savings or process improvements for clients based on their financial data.