
Tax Senior - Enterprise
Role description
From the employerJOB SUMMARY
As an Enterprise Senior, you will be in a new position of advanced technical
aptitude and supervisory responsibilities. A Senior Accountant must be able to
handle more complex assignments than the staff, begin to learn the complete
process of managing all tasks regarding client work, and take a lead role in
developing/reviewing the work of less experienced staff. The Senior Accountant
role is the bridge between the staff, who are executing the client-service
related tasks, and the management, who are strategizing and overseeing
successful completion of efficient engagement activity and top-quality client
service.
JOB DESCRIPTION
Tax Preparation & Review
- Collaborate with partners, managers, and clients to develop comprehensive
audit plans tailored to client needs and risks
- Identify key areas for audit focus, potential risks, and necessary resources
- 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
- Stay current with evolving accounting standards, regulations, and industry
trends, and apply this knowledge to engagements
- Assess the application of accounting principles and standards, and provide
recommendations for improvements
- Conduct thorough tax research and analysis to develop tax planning strategies
for clients, and collaborate with the internal team to provide guidance on
complex tax matters
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 audit and 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, if required, is unpredictable and will depend on a client’s needs
Required education and experience
- Bachelor’s degree in accounting, finance, or a related field
- 3 – 5 years of relevant experience in public accounting, financial
consulting, or similar setting
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 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.