What are the responsibilities and job description for the Senior Tax Associate position at Whittlesey?
Senior Tax Accountants can perform most tax assignments with little supervision. They specifically are able to handle complex tax assignments simultaneously. They direct and review the work of a Tax Associate and are very capable of making decisions on most accounting, tax and auditing matters. They are supervised in most cases by a manager, supervisor and/ or partner on an engagement. Generally, this position requires two three or more years of tax experience.
Key Responsibilities
Bachelor Degree in Accounting from an accredited college or university; commencement of a post graduate advanced degree in Taxation or other industry recognized specialized knowledge certification preferred. Minimum three years experience in Tax required. Successful completion of CPA exam preferred. Ability to effectively communicate both verbally and in writing. Must be able to multi-task and have excellent organizational and follow-up abilities. Proven ability to identify problems and develop creative solutions. Ability to read, speak and write English.
Physical Requirements
Data Utilization - Requires the ability to review, classify, categorize, prioritize, and/or analyze data and/or information. Includes exercising discretion in determining data classification, and in referencing such analysis to established standards for the purpose of recognizing actual or probable interactive effects and relationships.
Human Interaction - Requires the ability to apply principles of persuasion and/or influence.
Equipment, Tools, and Materials Utilization - Requires the ability to operate, maneuver and/or control the actions of equipment, tools, and/or materials used in performing essential functions.
Verbal Aptitude - Requires the ability to utilize a wide variety of reference, descriptive, and/or advisory data and information.
Mathematical Aptitude - Requires the ability to perform addition, subtraction, multiplication, and division; ability to calculate decimals and percentages; may require ability to utilize principles of fractions and/or interpret graphs.
Functional Reasoning - Requires the ability to apply principles of influence systems, such as motivation, incentive, and leadership. Ability to exercise independent judgment to apply facts and principles for developing approaches and techniques to problem resolution.
Situational Reasoning - Requires the ability to exercise the judgment, decisiveness and creativity required in situations involving the evaluation of information against sensory, judgmental, or subjective criteria, as opposed to that which is clearly measurable or verifiable.
ADA Compliant
Physical Ability - Tasks involve the ability to travel to meetings outside office, exert moderate physical effort, and may involve some lifting, carrying, pushing and/or pulling of objects and materials up to 20 pounds. Tasks may involve extended periods of time at a keyboard or workstation and/or repetitive motion.
Sensory Requirements - Some tasks require visual perception and discrimination. Requires oral communications ability.
Environmental Factors - Tasks are occasionally performed with exposure to adverse environmental conditions, such as dirt, dust, pollen, odors, wetness, humidity, rain, fumes.
Key Responsibilities
- Works effectively with associates and superiors in analyzing business transactions
- Performs complete and efficient reviews of individual and business tax returns while providing guidance and supervision to other staff
- Demonstrates the ability to effectively gather data from client, Tax Department, and third party sources
- Proficient in utilizing computerized research program
- Works independently and shows initiative
- Identifies and resolves issues outside of the scope of the assignment
- Research is thorough in supporting resolutions in all issues
- Begin to get involved and direct continuing education within a specialty area of the Tax Department
- Stays current on federal and state tax law matters
- Adheres to firm policies and to rules of the AICPA
- Recognizes and pro-actively supports the fact that the Firm is in the business of providing quality client service
- Develops positive working relationships with all clients
- Addresses client and supervisor concerns in a timely manner
- Quality is consistently demonstrated in all aspects of work
- Demonstrates effective and appropriate delegation of work to staff
- Has begun training with Marketing Director including basic marketing skills and the role of "Ambassador of the Firm"
Bachelor Degree in Accounting from an accredited college or university; commencement of a post graduate advanced degree in Taxation or other industry recognized specialized knowledge certification preferred. Minimum three years experience in Tax required. Successful completion of CPA exam preferred. Ability to effectively communicate both verbally and in writing. Must be able to multi-task and have excellent organizational and follow-up abilities. Proven ability to identify problems and develop creative solutions. Ability to read, speak and write English.
Physical Requirements
Data Utilization - Requires the ability to review, classify, categorize, prioritize, and/or analyze data and/or information. Includes exercising discretion in determining data classification, and in referencing such analysis to established standards for the purpose of recognizing actual or probable interactive effects and relationships.
Human Interaction - Requires the ability to apply principles of persuasion and/or influence.
Equipment, Tools, and Materials Utilization - Requires the ability to operate, maneuver and/or control the actions of equipment, tools, and/or materials used in performing essential functions.
Verbal Aptitude - Requires the ability to utilize a wide variety of reference, descriptive, and/or advisory data and information.
Mathematical Aptitude - Requires the ability to perform addition, subtraction, multiplication, and division; ability to calculate decimals and percentages; may require ability to utilize principles of fractions and/or interpret graphs.
Functional Reasoning - Requires the ability to apply principles of influence systems, such as motivation, incentive, and leadership. Ability to exercise independent judgment to apply facts and principles for developing approaches and techniques to problem resolution.
Situational Reasoning - Requires the ability to exercise the judgment, decisiveness and creativity required in situations involving the evaluation of information against sensory, judgmental, or subjective criteria, as opposed to that which is clearly measurable or verifiable.
ADA Compliant
Physical Ability - Tasks involve the ability to travel to meetings outside office, exert moderate physical effort, and may involve some lifting, carrying, pushing and/or pulling of objects and materials up to 20 pounds. Tasks may involve extended periods of time at a keyboard or workstation and/or repetitive motion.
Sensory Requirements - Some tasks require visual perception and discrimination. Requires oral communications ability.
Environmental Factors - Tasks are occasionally performed with exposure to adverse environmental conditions, such as dirt, dust, pollen, odors, wetness, humidity, rain, fumes.