What are the responsibilities and job description for the Tax Associate position at Insero Talent Solutions?
Senior Tax Associate
Elmira, New York
Insero Talent Solutions is partnering with a growing financial services firm in the Southern Tier in search of a Senior Tax Associate to join their team. The Associate will work with the Tax and Investment Teams to develop tax strategies, tax preparation and tax planning.
Responsibilities:
- Prepares and reviews complex Federal and state income tax returns for individuals, trusts, partnerships and corporations.
- Provide support in all aspects of the tax planning process to aid management. This will primarily involve identifying opportunities to minimize tax burdens and providing detailed analyses and recommendations.
- Research tax matters and summarize conclusions and rationale. Research will primarily focus on Federal individual tax issues, but may periodically involve trust, corporate, pass-through and tax-exempt entities, as well as some state tax issues.
- Reviews and analyzes bookkeeping records to ensure accuracy, completeness and alignment with tax reporting requirements for clients receiving bookkeeping or tax services.
- Prepares monthly, quarterly or year-end journal entries to ensure accurate financial reporting and GAAP compliance.
- Assists in audit preparation and representation.
- Perform other duties as assigned.
Requirements:
- Bachelor’s degree in Accounting, Finance or Economic degree - with tax coursework.
- One of the following professional certifications is required:
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)
- 7 years of progressive experience in tax and strategic tax planning
- Familiarity with professional tax software such as Lacerte, CCH or GoSystem Tax RS
- Familiarity with QuickBooks desktop and online
- Highly self-motivated.
- Ability to work in a dynamic team environment.
- Effective communication and organizational skills.
- Strong attention to detail and analytical skills.
Salary : $90,000