
US Tax Expert
2 days ago
The primary role of a Senior Associate is to review and enhance moderate to complex tax returns prepared by Associates and Advanced associates. They are expected to foster a collaborative relationship with colleagues and managers, promoting a supportive team environment.
Responsibilities:
- Display a good level of understanding of basic and moderate tax concepts on individual tax returns (1040), continuously enhancing knowledge for colleagues through client work and staying up-to-date with tax developments.
- Ensure exceptional quality and timely delivery of tasks assigned to associates, providing coaching and guidance when needed.
- Train and assist associates and advanced associates with their questions on day-to-day basis, fostering a culture of teamwork and collaboration.
- Assist the team in tax research to develop a deep understanding of tax theory and principles, applying them appropriately on individual tax returns to fulfill client requirements.
- Enhance teamwork and have the ability to communicate effectively with teams in different locations.
- Provide assistance to managers on projects as requested, demonstrating independent judgment and decision-making capabilities.
Skills Required:
- Strong written and verbal communication skills
- Attention to detail
- 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 passthrough reporting
- Able to manage a team and the team's workflow
Qualifications: Minimum of 3-6 years of experience in US Individual taxation (1040)
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