
US Individual Tax Expert
6 days ago
We are seeking a highly skilled and experienced tax professional to join our team. The primary role of the Senior Associate is to review moderate to complex tax returns prepared by junior staff.
Responsibilities:
- Demonstrate a good understanding of basic and moderate tax concepts on individual tax returns (1040), and continuously enhance knowledge through client work and staying up-to-date with tax developments.
- Ensure exceptional quality and timely delivery of tasks assigned to junior staff.
- Train and assist junior staff with their questions on a day-to-day basis.
- Assist the team in tax research to develop a deep understanding of tax theory and principles and apply them appropriately on individual tax returns to fulfill client requirements.
- Enhance teamwork and have the ability to communicate with teams across locations.
- Provide assistance to managers on projects as requested.
- Demonstrate independent judgment and decision-making capabilities when preparing tax returns.
- Foster a supportive and collaborative team environment.
Required Skills and Qualifications:
- Strong written and verbal communication skills
- Attention to detail.
- Strong team player with excellent interpersonal skills and coaching abilities.
- Experience working on US individual tax returns with complex situations and high-net-worth individuals.
- Good knowledge of moderate and complex tax concepts, including forms like 8621, 5471, 1116, 2555, 6252, and pass-through reporting.
- Able to manage a team and the team's workflow.
Benefits:
- Opportunity to work on challenging tax projects
- Collaborative and dynamic work environment
- Professional development and growth opportunities
Other Information:
- This position requires a minimum of 3-6 years of experience in US individual taxation (1040)
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