• Utilize accounting education and develop practical skills while completing assignment
  
• Perform detailed test work, and prepare the necessary workpapers
  
• Prepare and organize the workpaper files including electronic files
  
• Perform the necessary CAATS
  
• Learn and apply the methods and practices employed by the Firm and make suggestions for improvement
  
• Take the necessary steps to ensure that the deadlines related to the engagement are met
  
• Assist management team in completing assignments
  
• Comply with all Firm policies and procedures
  

Candidates will be responsible for providing value-added services to our diverse group of clients through the implementation of the Firm’s Riskmaster audit approach.

• Requires minimum management supervision
  
• Provides supervision, instruction and guidance to staff auditors
  
• Train, coach and manage entry-level accounting staff, offering guidance on developing rapport with clients
  
• Supervises multiple engagements at one time
  
• Supervise and/or perform risk assessments
  
• Supervise the revision and/or preparation of audit programs
  
• Assists in setting and monitoring the deadlines for the various projects
  
• In charge the more complex and highly confidential engagements
  
• Knowledgeable in applicable AICPA and/or IIA standards
  
• Conduct client meetings
  
• Identify the cause(s) or contributing factors related to an issue
  
• Supervise the drafting of the initial report and management letter and discuss with the client
  
• Implement CAATS
  
• Develops budgets and responsible for performance within the approved audit budget
  

The Tax Manager is responsible for the delivery of a full range of tax services for multiple clients in a wide variety of industries. Responsibilities include interacting closely with clients to provide innovative tax planning, consulting, and compliance expertise; providing primary and secondary review of tax returns; developing and managing staff; and working closely with principals and staff on client management, practice development, and business development activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Engagement delivery

• Adhere to the highest degree of professional standards and strict client confidentiality.
• Manage, direct, and monitor client service team on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; and manage to budget.
• Conduct primary and secondary review of tax returns including Corporate, S-Corp., partnership, not-for-profit, and individual clients.
• Research and consult on various tax matters.
• Maintain active communication with clients to manage expectations, ensure satisfaction, ensure deadlines are met, and lead change efforts effectively.
• Consult, work with, and service client to make recommendations on business and process improvement and serve as a business advisor to client.
• Work closely with principals, managers, and staff to integrate practice development skills into a team approach to client service and new business development.
• Maintain strong client relations and cross-sell services.

Staff development

• Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
• Coach senior associates and associates in developing and achieving goals and objectives for performance and professional development.
• Recruit and retain senior associates and associates.

Practice development and other

• Team with principals on proposals and business development calls.
• Attend professional development and training sessions on a regular basis.
• Perform other job-related duties as necessary.

QUALIFICATIONS AND REQUIREMENTS

Licensing/Education

• CPA
• Bachelor's degree in Accounting with a preference for a Masters in Taxation.

Professional technical expertise

• Five to seven years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience.
• Experience in Corporate, S-Corp. and/or Partnership returns.
• International tax experience a plus.
• Excellent analytical, technical, and tax accounting/technology skills.
• Computer expertise including knowledge of tax software and technology.

Management experience

• Strong experience in staff and tax management in an integrated client service team.
• Ability to manage and develop staff in a highly interactive team environment.
• Practice development experience is preferred.
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
• Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
• Excellent written, interpersonal, and presentation skills

Other

• Ability to work additional hours as needed and travel to various client sites.

The Senior Tax Associate is responsible for the delivery of a full range of tax services for multiple clients in a wide variety of industries. Responsibilities include interacting closely with clients to provide innovative tax preparation, planning, consulting, and compliance expertise.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Engagement delivery

• Adhere to the highest degree of professional standards and strict client confidentiality.
• Provide innovative tax preparation, planning, consulting, and compliance expertise to clients.
• Conduct primary and secondary review of tax returns including Corporate, S-Corp., partnership, not-for-profit, and individual clients.
• Research and consult on various tax matters.
• Maintain active communication with clients to reinforce expectations, ensure satisfaction and ensure deadlines are met.
• Support the Tax Manager’s efforts as a business advisor to provide client recommendations on business and process improvement.
• Work closely with managers and staff as part of an effective team approach to client service and new business development.
• Supports strong client relations and cross-sell services.
• May assist in the development, training, and mentoring of junior staff.

QUALIFICATIONS AND REQUIREMENTS

Licensing/Education

• CPA
• Bachelor's degree in Accounting with a preference for specialization or post graduate work / degree in Taxation.

Professional technical expertise

• Four to six years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience.
• Experience in Corporate, S-Corp. and/or Partnership returns.
• International tax experience a plus.
• Excellent analytical, technical, and tax accounting/technology skills.
• Computer expertise including knowledge of tax software and technology.
• Experience working in an integrated client service team preferred.
• Excellent client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
• Excellent written, interpersonal, and presentation skills

Other

• Ability to work additional hours as needed and travel to various Houston area client sites.
• Expected Out of Town Travel Time: 0%
• Attend professional development and training sessions on a regular basis.