Job Responsibility:
- Review Federal and State tax returns and projections for more complex high net worth individual, partnership, corporation, trust, fiduciary, and gift tax returns.
- Prepare and review non-resident and expatriate tax returns, have knowledge of forms 2555, 5471 & 5472, 1116, 1118, 8992 & 8993 etc.
- Review federal and state quarterly estimated payments.
- Assist with Tax Audits.
- Check tax returns prepared by assigned tax staff/senior in the team and make necessary recommendations regarding accuracy, efficiency, and applicable tax savings opportunities.
- Function as lead individual contributor on various tax projects as appropriate.
- Ability to oversee, train and coach other tax associates and interns on assignments and assess their performance.
- Gain continuous level of increased compliance responsibility in the review process.
- Research on various client-related tax matters.
- Effectively communicate with CPA client firm and build strong relationship.
Requirements:
- CPA/EA and/or CA preferred (or in process)
- 5 to 7+ years of tax accounting experience, preferably in a mid-size CPA firm
- Excellent written and verbal communication skills
- Possess knowledge of federal, state, and local tax laws – corporate, individual, trust, gifts, partnership, non-resident and expatriate
- Responsive to clients
- Must have excellent client service skills.
- Approaches projects with a sense of urgency
- Highly motivated
- Outstanding analytical, organizational and project management skills
- Proficient in Microsoft Office Applications
- Advance knowledge of various tax software and research tools is a plus.