Senior Tax Consultant

Job Description:

Tax Senior will be responsible for preparing and reviewing complex tax returns, providing tax planning strategies, and assisting in client management. The Tax Senior will work closely with managers and partners to deliver high-quality tax compliance and consulting services to clients across various industries. This role requires technical expertise in tax regulations, attention to detail, and the ability to manage multiple client engagements efficiently.

Key Responsibilities

• Tax Preparation & Compliance:

oPrepare and review complex tax returns, including individual, corporate, partnership, and fiduciary returns.

oEnsure that all tax filings comply with federal, state, and local tax regulations.

oPerform detailed technical tax research and analysis on complex tax issues, and provide recommendations to managers and partners.

oAssist in the preparation and review of quarterly and annual tax provisions, including deferred tax calculations.

• Client Relationship Management:

oServe as a point of contact for clients, addressing inquiries and providing timely updates on tax engagements.

oAssist in managing client relationships by understanding their business needs, offering proactive advice, and responding to tax-related questions.

oCommunicate with clients to gather information, resolve issues, and ensure the timely submission of tax documents.

• Tax Planning & Advisory:

oSupport managers and partners in developing and executing tax planning strategies for clients to minimize tax liabilities.

oidentify potential tax savings opportunities and tax risks, advising clients on the best course of action.

oAssist Tax Manager with tax planning related to mergers, acquisitions, and other business transactions.

• Technical Expertise & Research:

oStay up to date on changes in tax laws and regulations, and communicate their impact to clients and internal teams.

oConduct technical tax research on various topics, such as multi-state tax issues, international tax compliance, and IRS regulations.

oPrepare memorandums and client deliverables to explain tax findings and solutions to clients and partners.

• Review & Supervision:

oReview the work of junior staff, including tax returns and related workpapers, to ensure accuracy and compliance.

oProvide mentorship and training to junior tax staff, offering feedback on technical skills and client communication.

oAssist in managing workflow and project deadlines, ensuring that the team meets its deliverables on time.

• Process Improvement:

oRecommend and implement process improvements to increase the efficiency of tax preparation and review processes.

oLeverage technology and tax software (e.g., UltraTax, CCH Axcess,ProSystem, Lacerte) to streamline tax engagements and enhance service delivery.

oWork with practice leadership to ensure tax processes align with the practice’s overall objectives and industry best practices.

Required Qualifications & Skills

• Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation or Accounting preferred).
• Active pursuit of CPA / EA licensure is preferred
• 5+ years of experience in tax preparation and compliance, preferably in public accounting.
• Strong understanding of federal, state, and local tax laws and regulations.
• Experience preparing and reviewing complex tax returns for individuals, corporations, and partnerships.
• Excellent communication and interpersonal skills, with the ability to interact effectively with clients and colleagues.
• Strong analytical and problem-solving skills, with attention to detail.
• Proficiency in tax software (e.g., UltraTax, CCH,ProSystem, Lacerte) and Microsoft Office Suite (Excel, Word).

Preferred Skills

• Experience with tax preparation for high-net-worth individuals, corporations, and partnerships.
• Familiarity with international tax compliance and multi-state tax issues.
• Strong research skills, with experience interpreting tax laws and regulations.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Working Conditions

• Primarily office-based, with the potential for hybrid or remote work depending on practice policies.
• Flexibility to work extended hours during peak tax seasons.