Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.
Responsibilities
· Preparation of advanced Federal and state income tax returns and other relevant tax engagements including forms 1120, 990
· Perform an in-depth taxable income analysis for each client to distinguish between taxable and non-taxable income items between different income tax return filing options
· Responsible for performing a first review of tax returns prepared by staff
· Identify and assess potential tax issues for clients, communicate with tax manager, and then discuss the resolution of those issues with the client in a professional manner
· Perform advanced tax research procedures and prepare internal Tax Memorandums
· Prepare and file extensions for clients
· Utilize internally run reports to assist tax managers manage workflow to ensure timely preparation and delivery to clients
· Manage and communicate with managers regarding the electronic filing submission process, deadlines and status
· Demonstrate a willingness to operate both independently and collaboratively towards meeting the firm’s various deadlines and goals including proactive monitoring of filling status and workflow
· Fully understand and accurately complete the tax schedules and workpapers
· Ability to calculate tax expense and tax liabilities without completing the firm’s pre-set workpapers
· Train/mentor staff
· Provide timely feedback to managers re: workpaper effectiveness, training needs, staff evaluations, client issues
· Actively pursue new ways of streamlining and enhancing firm processes
Qualifications
· Excellent oral and written communication skills
· Utilizes professional judgment and shows the capacity to think both critically and independently
· Be self-driven and self-managed
· The ability to develop a fundamental understanding of how an association operates and a comprehension of the various relevant terminology (e.g., formation, budgets, reserve studies, fund accounting, boards, management company relationships, etc.)
· The ability to lead and actively engage the team
Required education and experience
Preferred education and experience