Core Tax Services Senior Associate
Job Description:
A Core Tax Services Senior Associate is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing, and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, the Core Tax Services Senior Associate may be charged with supervising and reviewing the work of Core Tax Services Associates.
Qualifications/Requirements:
Education
• Bachelor’s Degree in Accounting or other relevant field required.
• Master’s in Accountancy or other relevant field preferred.
Experience
• Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience preferred
• Industry expertise in one or more tax specialty preferred
• Prior basic supervisory experience preferred
License/Certifications:
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations) preferred
• Possession of other professional degrees or certifications applicable to role preferred
Software:
Proficient in Microsoft Office Suite; specifically, Word, Excel, & PowerPoint.
Experience with Adobe Acrobat preferred.
Experience with tax research databases and tax compliance process software preferred
Other Knowledge, Skills Abilities:
• Solid written and verbal communication skills
• Able to follow instructions as directed by members of Tax Team
• Able to prepare simple tax returns
• Takes appropriate actions without being asked
• Seeks advice of appropriate superiors regarding issues, problems related to compliance
• Ability to effectively delegate work as needed
• Trains other team members
• Strong analytical, research and critical thinking skills
• Able to work well in a team environment
• Ability to work in a deadline driven environment and successfully multi-task while working in coordination with other professionals while maintaining an attention to detail
• Understand and maintain the confidentiality of all information
• Ability to relate with diverse personalities in a tactful and mature manner
• Ability to respond tactfully and professionally in high demand situations
• Takes ownership of work and completes tasks in a timely manner
• Ability to prioritize and meet both client and departmental demands
• Follows procedures and communicates issues and status to multiple supervisors
• Ability to efficiently process data using strong technology skills
Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. We were recently named one of the Fastest Growing Accounting Firm and Business in the Fresno area by the Fresno Business Journal. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 68 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.
Boos & Associates, a Professional Corporation recognizes our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds,
national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.
