What are the responsibilities and job description for the Senior Tax Associate position at Templeton Advisors?
Location
West Palm Beach, Florida AND Fort Lauderdale, Florida
Opportunity
We are seeking talented and accomplished professionals who have been in client-facing roles to join our expanding tax practice in our Fort Lauderdale and West Palm Beach offices. This is your opportunity to use the breadth of your accounting skills to join an elite and growing CPA firm that offers many opportunities!
Essential Functions
- This is a management level tax position.
- You will be responsible for utilizing your years of experience and educational background as well as communication and organizational skills by interfacing with clients on a daily basis, preparing complex tax returns and reviewing tax returns, reviewing and performing tax research, and working with firm Partners on client tax matters.
Knowledge, Skills, and Abilities
- Strong analytical and tax technical skills and an attention to detail. Able to identify, research, and implement tax planning and tax savings strategies.
- A self-starter, able to perform work with supervision from Tax Partners.
- Familiarity with standard tax practices and procedures and the ability to apply them to each project assigned. Extensive knowledge of Partnership, S Corporation and High Net Worth Individual tax laws as a requirement of the position with Trust, Gift and Estate and C Corporation tax experience a “plus”.
- Excellent interpersonal skills including the ability to manage and develop a team.
- Seeks advice of appropriate superiors regarding issues or problems relating to compliance and consulting.
- Overtime hours required during tax seasons.
- Templeton currently requires 3 to 4 days in-office hybrid work environment.
- A positive and willing attitude is absolutely essential.
Training and Experience
- Bachelor’s in Accounting required, Master’s in Taxation or LLM a plus, minimum of 5 years public accounting experience (Big 4 and / or Regional Accounting firm experience a plus). CPA is required for a manager position at Templeton.
- Experience with Microsoft Office Suite environment is required. Experience with tax technology similar to CCH WK, ProSystem Tax, Engagement, Fixed Asset software – are all required.
- C-Corp, Partnership, S-Corp, Individual tax preparation and review experience is a requirement of the position.
- ASC 740, ASC 740-10 is a plus.
- Multi-state experience is a requirement.
- Exceptional client relationship skills essential.
- Effective writing, communication, and tax research skills necessary, experience with tax technology a must.