What are the responsibilities and job description for the Tax Senior position at Newman CPA, PC?
We want YOU to join our team! We are looking for someone with 2-5 yrs experience to join our tax department.
Are you looking for a better work-life balance? How about an employer that values your contribution? Would you like to take part in fun staff appreciation events?
Newman CPA is a top 500, mid-sized firm located in Carlsbad. We are growing rapidly and are currently conducting interviews! We strive for excellence and believe that a supportive environment is the best way to get there. When one wins, we all win!
The right fit for our firm will be professional, take responsibility, be willing to adapt, be service oriented and be able to work within a team environment. Our team enjoys taking on a challenge! We strive to be the best and need the right team to get us there!
Responsibilities and Duties:
- Preparation of advanced Federal and state income tax returns and other relevant tax engagements
- Perform an in-depth taxable income analysis for each client to distinguish between taxable and nontaxable income items between different income tax return filing options
- Responsible for performing a first review of basic tax returns prepared by staff
- Identify and assess potential tax issues for clients, communicate with tax manager, and then discuss the resolution of those issues with the client in a professional manner
- Perform advanced tax research procedures and prepare internal Tax Memorandums
- Prepare and file extensions for clients
- Utilize internally run reports to assist management in the facilitation of currently engaged workflow to help ensure timely preparation and delivery of various types of engagements
- Manage and communicate with management the electronic filing submission process and deadlines
- Demonstrate a willingness to operate both independently and collaboratively towards meeting the firm’s various deadlines and goals
- Assist with training for new hires
- Actively pursue new ways of streamlining and enhancing firm processes
Knowledge and Skill Requirements:
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- Excellent oral and written communication skills
- Utilizes professional judgment and shows the capacity to think both critically and independently
- Be self-driven and self-managed
- The ability to develop a fundamental understanding of how an association operates and a comprehension of the various relevant terminology (e.g., formation, budgets, reserve studies, fund accounting, boards, management company relationships, etc.)
- The ability to lead and actively engage the team
Benefits Include:
Paid Overtime!
Bonus Pay
Employee Referral Program
Paid Holidays
4 wks vacation annually
Health, Dental, Vision Insurance
Employee referral program
Professional Development Assistance
Complimentary coffee and snacks
* No remote work at this time.