Tax Senior Associate

• Assisting in preparation and reviewing diverse federal and state income tax returns
• Undertaking tax research projects
• Helping in the preparation of quarterly federal and state estimated tax payments
• Analyzing financial information such as balance sheets, fixed asset ledger, and income statements to support the tax preparation process
• Preparing tax return documentation and supporting schedules according to professional standards
• Supporting in financial planning and analysis

• Bachelor's degree or equivalent combination of education
• CPA preferred
• 3+ years of relevant experience at a Public Accounting Experience
• Prior experience with a “Big 4” or regional public accounting firm is strongly preferred
• Strong interest in investment advisory and general financial planning services
• Knowledge of Microsoft Office Suite including Outlook, Word, Excel (intermediate to advanced level), QuickBooks and tax preparation software
• Proficiency in CCH ProSystem Tax, CCH and BNA tax research software preferred
• Good verbal and written communications
• Strong analytical and accounting skills

Proficiency in CCH ProSystem Tax, CCH and BNA tax research software

• medical
• vision
• dental
• life and disability insurance
• eligibility to enroll in company 401(k) plan