Sr. tax associate
To apply for this position, please email your cover letter and resume to hr@fivestonetax.com.
About you
As part of the Tax Preparation team, this opportunity is ideal for a CPA professional who possesses the ability to balance both review of current policies and procedures, and prepare a less-senior staff for career development. You will be a key contributor to our domestic tax preparation, compliance, and tax planning operations. In addition, you must demonstrate our core values of selflessness, effectiveness, commitment, professionalism, and growth in your cover letter, resume, interview, and your past work and educational experience. We are seeking someone who will develop and expand with our dynamic tax team for years to come.
about the position
Coordinate, prepare, and review complex state and federal tax returns, quarterly estimated payments, and annual report filings for individuals and business entities
Perform complex tax research projects and compose comprehensive memoranda
Apply functional knowledge to understand potential tax issues and participate in tax planning initiatives
Deliver high quality tax service and advice when contacting and advising clients
Work indepentaly as well as part of a multi-disciplinary team on both non-recurring and ongoing projects
Act as Project Manager for special projects at the request of the management team
Mentor and train Tax Associates
Participate in networking and business development activities on behalf of the firm
Perform other duties as assigned or required
Requirements
Bachelor’s degree in accounting
Minimum of 4 years public accounting experience
EA certification or CPA candidate required
CPA certification highly preferred
Highly proficient in Microsoft Office Suite, particularly Excel
Strong interpersonal skills
Ability to work independently and within a team environment
Strong research, oral and written communication skills, and ability to articulate complex information
Ability to handle multiple engagements simutaneously, manage client service teams, and train team members
Must be able to work with confidential information and consistently exercise good judgment in dealing with a variety of situations and issues
Proficient in tax preparation and workflow software including Prosystem FX and Engagement
Proficient in tax research software, including BNA and RIA Checkpoint
Proficient in Quickbooks