Tax Senior

JOB SUMMARY

As a Tax Senior 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 Accountant maintains client

relationships and oversees the work of internal staff and works closely with

internal leaders, to ensure high-quality work is conducted and delivered to our

clients.

JOB DESCRIPTION

• Tax Preparation

• Lead and manage a portfolio of tax engagements, including planning,

preparation, and review of various tax returns (individual, corporate,

partnership, etc.)

• Serve as the primary point of contact for assigned clients, addressing their

tax-related inquiries, providing recommendations, and fostering strong client

relationships

• Collaborate with partners and managers to ensure seamless client service

delivery and alignment with overall firm objectives

Research and Analysis

• Conduct thorough tax research and analysis to develop proactive tax planning

strategies for clients, identifying opportunities to minimize tax liabilities

and optimize financial outcomes

• Collaborate with the internal team to assist in providing expert guidance on

complex tax matters, including mergers, acquisitions, restructurings, and

other business transactions

Client Communication

• Effectively communicate complex tax concepts and strategies to clients,

tailoring explanations to their understanding and addressing their questions

or concerns

• Prepare and deliver presentations to clients on tax-related matters,

providing insights into their financial situations and potential tax

implications

Compliance and Documentation

• Review and oversee the preparation of tax returns to ensure accuracy,

compliance with regulations, and adherence to internal quality control

standards

• Monitor and manage tax filing deadlines, extensions, and other compliance

requirements to avoid penalties and ensure timely submissions

• Stay current with federal, state, and local tax laws, regulations, and

changes, ensuring the firm and its clients are compliant with the latest tax

requirements

• Team Collaboration

• Collaborate with other tax professionals within the firm to share insights,

knowledge, and best practices

• Supervise and mentor tax staff, providing guidance, training, and feedback to

foster their professional growth and ensure the quality of their work

• Cultivate a collaborative team environment, promoting knowledge sharing and

effective communication among team members

• Participate in internal training sessions to enhance your technical skills

and stay updated on industry trends

Process Improvement and Innovation

• Identify opportunities to enhance tax workflows, processes, and

methodologies, contributing to the continuous improvement of the firm's tax

services

Supervisory responsibilities

• May supervise subordinate team members

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

• 3 – 6 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.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit,

tax, consulting and advisory services to clients primarily in the dynamic middle

market. We are trailblazers who bring our experience from working within

numerous industries to our clients so that we can provide them with a 360-degree

view of their businesses. Together with our clients, UHY works collaboratively

to develop flexible, innovative solutions that meet our clients’ business

challenges. As an independent member of UHY International, we are proud to be a

part of a top 20 international network of independent accounting and consulting

firms.

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.