What are the responsibilities and job description for the Senior Tax Associate position at ProBooks CPA?
Overview
We are seeking a dynamic and detail-oriented Senior Tax Associate to join our growing team. In this pivotal role, you will lead complex tax projects, ensure compliance with regulatory standards, and provide expert guidance on a wide range of tax issues. Your expertise will support our commitment to delivering accurate tax reporting, strategic planning, and innovative solutions that drive business success. This position offers an exciting opportunity to work within a collaborative environment where your technical skills and proactive approach will make a meaningful impact.
Responsibilities
- Prepare and review corporate, individual, and partnership tax returns with precision and adherence to current tax laws and regulations.
- Conduct comprehensive tax research on issues such as estate planning, securities law, and regulatory compliance accounting to inform strategic decision-making.
- Assist with tax planning initiatives including mergers & acquisitions, asset management, and private equity transactions.
- Support audit processes by providing detailed documentation and analysis related to financial statements, GAAP compliance, and internal controls such as SOX.
- Collaborate with clients to communicate complex tax concepts clearly, ensuring they understand their obligations and opportunities for savings.
- Reconcile accounts, perform balance sheet reconciliations, and prepare financial reports interpreting financial concepts for various stakeholders.
- Utilize advanced accounting software like QuickBooks, Xero, Sage, or similar platforms for accurate bookkeeping, financial statement preparation, and tax reporting.
Qualifications
- Proven experience in accounting or finance with a strong focus on tax compliance and tax law.
- Demonstrated expertise in corporate accounting, public accounting, or related fields with familiarity in technical accounting standards such as GAAP.
- Knowledge of estate planning, wills, trusts & estate law is highly desirable.
- Proficiency in accounting software including QuickBooks, Sage, Xero, or equivalent tools for bookkeeping and financial analysis.
- Strong analytical skills with the ability to interpret complex financial data and prepare detailed reports.
- Excellent client communication skills with the ability to explain intricate tax concepts clearly and professionally.
- Experience working on regulatory reporting, financial statement analysis, and audit support is preferred.
- Bachelor’s degree in Accounting, Finance or related field; CPA or equivalent certification is a plus.
Join us to leverage your expertise in a fast-paced environment where your contributions directly influence our success! We value innovation, accuracy, and proactive problem-solving—qualities that define our team’s spirit.
Pay: $72,000.00 - $87,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Dental insurance
- Flexible schedule
- Gym membership
- Health insurance
- Opportunities for advancement
- Paid time off
- Parental leave
- Vision insurance
Work Location: In person
Salary : $72,000 - $87,000