Senior Tax Associate, Novi, MI

As a senior tax associate, you will work directly with the tax team and wealth management teams to deliver personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Responsibilities

Build and maintain client relationships aimed at client retention; support clients as it relates to planning, projects and compliance requirements

Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements

Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees

Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results

Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through compliance, practice management, etc.

Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations

Present complete, timely and accurate client deliverables

Compliance to the Firm’s quality control standards

Additional projects, furthering the service of clients, as needed

Qualifications

Bachelor’s degree, Accounting

3+ years of related experience

Skills and Knowledge

Proficiency in Microsoft Office including Word, Outlook, and Excel

Familiarity with tax software programs

Positive attitude toward client relations to provide exceptional, proactive client service

Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail

Highly organized with strong analytical skills, creative problem solving and strong research capabilities

Ability to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasks

Able to manage conflicting priorities, deadline-based tasks and simultaneous projects

Clear communicator with strong interpersonal writing & presentation skills

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .

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