Senior Associate, Tax Services

Description

GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture.

We have been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public Accounting for several years running and we earned the title of Employer of Choice in the Charlotte market. We believe in making a positive impact on our community, and that sense of purpose permeates everything we do.

GreerWalker is committed to helping you achieve your goals by providing you with a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community.

As part of our team, you'll have access to a wide range of learning opportunities through our membership with RSM Alliance. You'll enjoy engaging client work, minimal travel, and exposure to various industries. We will link you with mentors, provide a positive and supportive working environment, and foster lasting professional relationships to help you launch your career and learn to thrive.

Your life fits at GreerWalker.

JOB RESPONSIBILITIES:

Prepare and review basic federal corporate (C and S) and multi-state tax returns, and basic partnership returns.

Prepare and review basic and intermediate individual tax returns

Complete tax checklists

Prepare adjusting journal entries for tax purposes.

Respond to tax notices

Prepare tax technical memorandums and correspondence

Create tax depreciation schedules including proper classification of assets

Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance

Participate in client meetings and serve as the Engagement Lead on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.

Participate in the tax planning process, including preparing tax projections.

Supervise, train, and mentor associates and interns on tax process and assess performance of staff for engagement reviews; perform in-charge role as needed

Review compliance and other work performed by associates and assist in their career development

Perform other duties as needed on engagements and as assigned by supervisory personnel

Requirements

QUALIFICATIONS:

Minimum 3 years of experience in a CPA firm

Excellent project management, analytical, interpersonal, oral and written communication skills

Ability to function in a team environment

Superior client service focus

Ability to thrive and adapt in a fast-paced, dynamic environment.

Integrity, dependability, and trustworthiness

Ability to succinctly communicate and document procedures performed

Strong skills with general office use software and an ability to adapt to new software applications required in tax environment

EDUCATION and LICENSES:

Bachelor’s degree in accounting. Masters preferred

CPA in good standing

WORKING CONDITIONS:

Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles

The duties described above are the general nature and levels of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents. Job incumbents may be asked to perform other duties as needed and/or required.

This position description is not a contract for employment and GreerWalker LLP reserves the right to revise this description at any time.