jobs description

Summary/Objective

Indirectly reporting to the Tax Advisors, the Senior Tax Associate (aka "Senior Tax Analyst") is responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for the organization.

Essential Functions

• Prepare various types of basic to complex tax returns (1040, 1041, 1120, 1120S and 1065)
• Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.)
• Research as needed to respond to client questions and prepare tax returns accurately
• Compare tax returns to tax projections prepared by in-house Financial Planners

Responsibilities and Duties

• Participate in planning of workflow to ensure completion of assigned returns
• Prepare complex partnership, corporate, individual and personal property tax returns
• Client contact as needed to facilitate completion of tax issues
• Internal contact as needed between various departments to facilitate completion of tax issues
• Documentation of records and workpapers to firm's electronic file cabinet to ensure accurate, organized recordkeeping
• Assist fellow department members in order for the department to complete annual tax season goal
• Provide a resource to tax analysts and interns by way of training and/or mentoring
• Daily use of multiple software programs for organization of workpapers, tax returns and workflow management
• Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment
• Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

• Bachelor’s degree or higher in Accounting, Tax, or related field
• CPA eligible or EA eligible required
• 3+ years’ experience in public accounting or its equivalent
• Thorough knowledge of tax laws
• Strong communication, initiative, critical thinking, interpersonal and organizational skills
• Ability to use Microsoft Office Suite, including Excel
• Proficient in Adobe Acrobat

Preferred Education and Experience

• Master's degree in Accounting or related field
• CPA or EA certification preferred
• Big four or large public accounting firm experience
• ProSystem fx Tax (Axcess Tax), Engagement & BNA Income Tax Planner

Travel

No travel is expected for this position.

Work Environment

This job operates in a clerical, open-environment, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, printers, filing cabinets and fax machines. Upon management’s approval, remote work may be allowed using firm-approved office equipment. Correspondence with coworkers may be in person or through virtual means.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type and Expected Hours of Work

This is a full-time, exempt position. Typical days and hours of work are Monday through Friday 8 a.m. to 5 p.m. although additional hours may be required in order to complete work timely and accurately. Flexibility in hours is allowed based on management’s approval. The ability to work remotely is allowed based on management’s approval.

Job Compensation and Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation
Minimum: $70,000 - Maximum: $85,000

Benefits

• Competitive Salary
• Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
• Dental & Vision Insurance
• Unlimited PTO
• Firm-Paid Holidays, Including an Extended Winter Break
• Safe Harbor 401k Plan
• Generous Employer HSA Contributions
• Employer Paid Professional Dues, Licenses/Renewals
• Continuing Education Resources
• Family Planning Assistance Program and Paid Parental Leave

CWA has consistently been recognized from rating services and publications such as:

• Accounting Today – Top 100 Firms (2022, 2023)
• Forbes - America's Best Tax & Accounting Firms (2022, 2023)
• INSIDE Public Accounting - Top 100 Firms (2022, 2023)
• INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
• Dallas Morning News - Top Workplace (2022, 2023)
• Accounting Today - Beyond Top 100: Firms to Watch (2020)
• Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
• INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
• INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
• Dallas Business Journal - Top Accounting Firms (2018)
• Dallas Business Journal - Largest North Texas Accounting Firms (2011, 2012, 2013, 2014, 2015)
• Dallas Business Journal - Top Ranked North Texas Wealth Management Firms (2011, 2012, 2013, 2014, 2015)

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San Francisco CA United States

salary-criteria

Apply - Senior Tax Associate