Summary of Responsibilities:
In fulfilling the Firm's mission, the TBS Senior Accountant acts as the tax in charge on various business, estate, and/or individual tax returns.
Depending on the size of the engagement, a TBS Senior Accountant may assume "Supervisor level" responsibilities.
The TBS Senior Accountant is licensed.
The TBS Senior Accountant supports the Firm’s goals and values through all professional communications and maintains positive working relationships.
Essential Functions:
Develop a relationship with engagement-related client personnel responsible for tax issues.
Maintain contact with client personnel throughout the year; possess a knowledge of the client and the client’s business, especially in relation to tax matters.
Collaborate on decisions on routine tax matters with a tax person or Tax Supervisor, Manager, Director, and/or Partner.
Become responsible for reviewing the income tax accrual as directed by the Tax Supervisor, Manager, Director, and/or Partner.
Maintain communication with Tax and A&A personnel on engagements regarding identified and ongoing tax issues.
Bring unusual or significant tax questions to the attention of the Manager or Director.
Research and propose a resolution to technical tax matters.
Prepare complex income tax returns, including consolidated, multi-tiered, and multi-state tax returns.
Wrap up tax return engagement according to engagement timetable and alert supervisor of scheduling concerns.
Communicate with appropriate individuals within the firm on tax matters related to clients assigned.
Keeps Client Service Team informed of all important developments on engagement.
Coordinate the scheduling of tax accrual review and tax return preparation or review with the A&A Department.
Monitor engagement budget on tax matters, alert the supervisor of potential concerns and, suggest fee modification actions.
Demonstrate effective project management skills and inspire teamwork and responsibility by engaging team members and using current technology and tools to enhance the effectiveness of deliverables and service.
May participate in preparing invoices and details of fees to clients.
Become responsible for client adherence to compliance-related deadlines such as extensions, tax estimate requirements, and tax return filings.
Control all aspects of client relationships (if a manager hasn't been assigned to the engagement) related to budgets, client expectations, and billing.
Other Functions:
Assign work to staff based on their knowledge and capabilities.
Provide supervision and on-the-job training to Staff assigned to engagements.
Support training of team members by offering guidance, direction, and constructive criticism.
Assist with developing training programs and act as an instructor in professional development programs.
Mentor and develop the technical and professional skills of Tax Staff.
Supervise and review the work of TBS In-Charge Accountants, TBS Staff Accountants, Client Service Providers, and Tax Interns.
Develop personal priority goals and adhere to them.
Participate in community involvement.
Develop sales, writing, communication, interpersonal and other human relations skills.
Develop an understanding of the economics of the tax business and its relation to the Firm.
Support departmental goals, policies, and guidelines and make suggestions for improvement.
Assume responsibilities as a "champion" in specific departmental software applications or projects.
Participate in other administrative activities and other duties as requested by the Partners, Directors, and/or Managers.
Qualifications:
Bachelor’s degree and/or Master’s degree in Accounting or Taxation
3+ years of public accounting tax experience
Next Level(s) for Career Path:
TBS Manager
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