Senior Associate (Tax) - State and Local Tax (SALT)

Job Description

Job Description

Are you interested in becoming a valued member of a remarkable team and firm? A place where your talents can shine as you assist clients in improving their financial, tax, and business aspects? Are you seeking a collaborative, innovative, and fulfilling work environment where your contributions are recognized and rewarded?

Look no further! With over 100 years in the industry, our firm serves clients locally and globally. Our expertise extends across a wide array of industries, ensuring that we can cater to the unique needs of clients from diverse sectors.

Join our team and experience a collaborative and enriching work environment. With an emphasis on continuous technical training and the development of essential skills, we prioritize your success by providing the tools and resources needed to thrive in the world of public accounting!

Job Summary:

The Senior Associate State and Local Tax (SALT) assists clients in assessing state and local tax burdens by recommending solutions that support business objectives.

Essential Functions: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the job requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Tax Preparation and Accounting

• Demonstrates a thorough understanding of the client’s business that extends beyond tax-related aspects.
• Recognizes problems, assesses alternatives.
• Prepares and reviews tax returns for individuals and organizations.
• Researches tax questions.
• Offers suggestions for tax planning.
  
  

Client Relationship Management

• Clearly communicate recommendations verbally and in writing.
• Builds client relationships.
• Successfully identifies accounting, business, and tax issues/opportunities and develops solutions/recommendations.
  
  

Administrative Tasks

• Works independently with a minimum of supervision.
• Follows all policies and procedures established by firm.
• Enters time daily to ensure current and accurate tracking of hours.
• Assigns hours to each client to ensure accurate billing.
• Follows safety rules according to firm Injury and Illness Prevention Program (IIPP).

Marginal Functions

• Accepts special projects as assigned

Job Requirements: To perform this job successfully, the individual must possess the following education, licenses and certifications, experience, and skills.

Education

• Minimum Education (or substitute experience) required: Bachelor’s Degree in Accounting; MBA a plus.

Licenses and Certifications

• CPA certification (preferred).

Experience

• Minimum Experience required: 3+ years relevant work experience in an accounting firm, with at least 3 years of State & Local Tax experience

Technical Skills

• Strong understanding of accounting theory and accounting practices.
• Strong understanding of the rules, regulations, and code of conduct.
• Strong proficiency in state and local tax matters
• Prepare and respond to technical correspondences from taxing authorities
• Strong organizational skills with excellent attention to detail.
• Strong ability to work under pressure, multi-task and meet deadlines.
• Strong PC skills, including Microsoft Windows and Office applications.
• Strong abilities with various accounting systems.

Interpersonal Skills

• High level of enthusiasm to work collaboratively in a team environment to meet and exceed expectations for internal and external clients.
• Self-motivated, adaptable, able to work with minimal direction in a high-pressure environment.
• Works independently and is self-motivated to complete tasks and assignments with a minimum amount of supervision and is flexible to accept tasks and projects.
• Upholds the professional standards of conduct for respectful behavior and demonstrates a high degree of personal integrity.

What we offer:

• Competitive compensation
• Unlimited PTO for qualified employees!
• Generous health and welfare benefits
• Focus on work/life balance
• Flexible schedules
• Opportunity to work with a friendly and supportive team
• Strong mentoring program with a focus on the success of each team member

The compensation for this position ranges from $60,000 - $110,000. Actual compensation will be dependent upon the individual’s qualifications, experience, skills, licensure, and certifications.