Tax Senior Staff
UHY-US, Sterling Heights, MI, United States
Job Summary
As a Tax Senior Staff Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Staff Accountant works with the Tax Senior Accountant to assist internal leaders to ensure high-quality work is delivered to our clients, while given the opportunity to experience more complex areas of tax and work on the development of supervisory skills necessary to prepare for the Senior level.
Job Description Tax Preparation
Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.
Organize and review client-provided financial information, ensuring accuracy and completeness.
Use tax software and tools to input data, calculate tax liabilities, deductions, and credits.
Research and Analysis
Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines.
Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues.
Assist in preparing tax projections and estimates to guide clients in making informed financial decisions.
Client Communication
Communicate with clients to gather necessary information and address inquiries related to tax matters.
Assist in explaining complex tax concepts and implications to clients in a clear and understandable manner.
Collaborate with internal staff to provide timely updates and recommendations to clients on their tax situations.
Compliance and Documentation
Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely.
Maintain organized and comprehensive tax files and documentation for each client engagement.
Assist in tracking changes in tax laws and regulations and their potential impact on clients.
Team Collaboration
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices.
Support senior team members in complex tax projects, including audits and specialized tax services.
Participate in internal training sessions to enhance your technical skills and stay updated on industry trends.
Supervisory Responsibilities None
Work Environment
Work is conducted in a professional office environment with minimal distractions.
Physical Demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time.
Must be able to lift to 15 pounds at a time.
Travel Required
Travel may be frequent and unpredictable, depending on client’s needs.
Required Education And Experience
Bachelor’s degree in accounting, finance, or a related field.
2 – 3 years of relevant experience.
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.
Preferred Education And Experience
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting.
Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained.
Responsible for completing the minimum CPE credit requirement.
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
What We Offer
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
Attractive Compensation Packages
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
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Job Description Tax Preparation
Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.
Organize and review client-provided financial information, ensuring accuracy and completeness.
Use tax software and tools to input data, calculate tax liabilities, deductions, and credits.
Research and Analysis
Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines.
Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues.
Assist in preparing tax projections and estimates to guide clients in making informed financial decisions.
Client Communication
Communicate with clients to gather necessary information and address inquiries related to tax matters.
Assist in explaining complex tax concepts and implications to clients in a clear and understandable manner.
Collaborate with internal staff to provide timely updates and recommendations to clients on their tax situations.
Compliance and Documentation
Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely.
Maintain organized and comprehensive tax files and documentation for each client engagement.
Assist in tracking changes in tax laws and regulations and their potential impact on clients.
Team Collaboration
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices.
Support senior team members in complex tax projects, including audits and specialized tax services.
Participate in internal training sessions to enhance your technical skills and stay updated on industry trends.
Supervisory Responsibilities None
Work Environment
Work is conducted in a professional office environment with minimal distractions.
Physical Demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time.
Must be able to lift to 15 pounds at a time.
Travel Required
Travel may be frequent and unpredictable, depending on client’s needs.
Required Education And Experience
Bachelor’s degree in accounting, finance, or a related field.
2 – 3 years of relevant experience.
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.
Preferred Education And Experience
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting.
Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained.
Responsible for completing the minimum CPE credit requirement.
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
What We Offer
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
Attractive Compensation Packages
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
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