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Regal Executive Search

Tax Associate - Tax Senior Associate

Regal Executive Search, Glendale, California, us, 91222


Job Description

SENIOR ASSOCIATE – TAX JOB DESCRIPTION As Senior Associate, you will be responsible for duties and responsibilities associated with your position, which include, but are not limited to: Leads and manages multiple tax engagements to deliver quality tax services; Reviews federal and state income tax returns for individuals, partnerships, corporations, and exempt organizations; Acts as a resource for tax associates; Involved in tax planning and estimates; Delegates and supervises the work of tax associates; Contributes to the client service teams by producing quality work with quick turnaround and ensuring a smooth flow of tax returns; Responsible for establishing engagement letters and all related compliance framework; Leads tax software and technology process development and enhancements; Establishes workflow and timelines as it relates to projects; Conducts performance evaluations for tax associates and helps improve staff performance; Solicits feedback on tax season performance and formulates an action plan for the following year incorporating that feedback; Facilitates in-house tax training; Develops and identifies the capability of the firm to provide additional needed services for clients in the taxation area; In addition to the above functions, you may also be expected to assist in other non-operations work, as the need arises, determined by the Associate Directors, Directors, and Managing Directors. Job Specifications: Graduate of Bachelor’s degree in Accounting or any related field; Preferably a Certified Public Accountant (CPA) or Chartered Accountant (CA); At least 1 to 5 years of experience as Tax Senior Associate; Must have experience managing staff; Experience in Tax Compliance in the Alternative Investment Industry is an advantage; A team player; must be able to work individually and as part of a team; Has a good business understanding of financial concepts and tax procedures; Analytical and very detail-oriented; Flexibility to expand work hours as necessary and support business needs;

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