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Regal Executive Search

Tax Senior

Regal Executive Search, San Diego, California, United States, 92189


Job Description

Tax Senior

Job Description: Responsible for preparing and or reviewing individual, trust, partnership, and corporate tax returns; developing and supervising staff, preparing more complex tax returns; and assisting in client management and practice development activities.

Major Responsibilities & Duties:

Implement client’s engagements from start to finish (planning, executing, directing, and completing tax projects). Manage engagements budgets. Supervise, train, and mentor staff and interns on tax projects. Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities. Prepare more complex tax returns for individuals, trusts, partnerships, and corporations. Proactively interact with key client management to gather information, resolve tax-related problems, and make recommendations for business and process improvements. Assist partners on proposals and business development calls. Gain understanding of client operations, processes, and business objectives. Possess an understanding of state and foreign tax issues. Perform other job-related duties as necessary.

Requirements & Qualifications: The successful candidate will possess the following basic qualifications: Active CPA license preferred Experience with CCH Engagement and CCH Tax Axcess/ProSystems Tax Excellent project management, analytical, interpersonal, oral and written communication skills. Strong experience in staff and tax management. Strong leadership, training, and mentoring skills. Ability to thrive in a dynamic team environment Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude. Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines. Dedicated to superior client service. Strong organizational skill and attention to detail.

The successful candidate will possess the following qualifications: Minimum of 2-3 years of professional experience. Strong tax accounting skills with proficiency in US GAAP and tax compliance. Proficiency in Microsoft Office software programs, including spreadsheet programs (i.e. Excel). Broad exposure to federal income taxation and knowledge of tax regulations.

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