Senior Tax Associate - Syosset

Work Environment: In-office, Monday to Friday with extended hours and Saturdays required during tax season and statutory deadline periods.

Our client, a well-established Certified Public Accounting firm with a history spanning over 80 years, is seeking a dedicated and skilled Senior Tax Associate to join their growing team. The firm specializes in a wide array of services, including accounting, auditing, tax, estate planning, and more.

Key Responsibilities:

• Client Engagement Management:
• Manage multiple client engagements, ensuring timely deliverables and high-quality service.
• Oversee workflow and maintain strong client relationships.
• Tax Preparation and Review:
• Prepare and review complex multi-state corporate, partnership, fiduciary, and individual income tax returns, including 1040s, 1041s, 1120s, and 1065s.
• Provide expertise in estate, trust, and financial planning for high-net-worth individuals, including estates, gifting, and IRA strategies.
• Develop year-end tax projections and strategies for quarterly estimates and tax planning.
• Research and Compliance:
• Conduct tax research and provide training on relevant topics.
• Manage the resolution of tax notices and examinations with government agencies.
• Leadership and Staff Development:
• Supervise and mentor staff accountants on multiple engagements.
• Evaluate team performance and provide constructive feedback.
• Deliver educational content and client-focused communications, including webinars.

Qualifications:

• Experience: 35+ years of public accounting experience with a diversified tax background and the ability to lead multiple engagements.
• Education & Certification: CPA designation preferred or required.
• Technical Proficiency: Proficient in CCH Axcess Tax, Engagement, and QuickBooks.
• Skills:
• Strong technical taxation knowledge.
• Exceptional communication, problem-solving, and analytical abilities.
• Effective organizational and time management skills.
• Team-oriented mindset with proven leadership and staff development capabilities.

Compensation: Competitive salary in the range of $110,000$140,000, commensurate with experience.

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