Senior Tax Associate

Wegmann Dazet; Metairie (LA); On-site; USD 85,000 - 120,000; Full time

Job summary

Wegmann Dazet in Metairie, LA, seeks a Tax Senior to handle complex returns, research, and supervise junior staff while coordinating with client management and internal leadership. This role requires strong tax knowledge and leadership potential in a public accounting environment.

CPA is preferred but not required; 5–8 years of relevant experience and familiarity with tax changes are essential for success. Relocation support not specified.

Qualifications

• Bachelor’s Degree in Accounting or related field.
• 5–8 years of relevant position experience preferred.
• CPA designation preferred, but not required.
• Experience in a public accounting or professional services firm environment preferred.

Responsibilities

• Provides entry level staff supervision accountability.
• Monitors workload weekly to plan for the coming week.
• Assists in the completion of tax returns and special services.
• Prepares complicated returns.
• Assist in reviewing reports and returns before partner/manager review.
• Develops opportunities to provide additional services to clients.
• Plans engagements to achieve quality goals and reduce engagement time.
• Keeps current with tax changes from AICPA and tax authorities.
• Researches tax issues as appropriate.
• Monitors billable hours and compares to goals.
• Maintains required CPE and licensing standards.
• Provides courteous, prompt service to clients and internal/external customers.

Skills

Staff supervision

Workload planning

Tax return preparation

Multitasking

Client communication

Education

Bachelor's Degree in Accounting or related field

Job description

Position Summary

This position requires an advanced technical aptitude and performs some supervisory responsibilities. A Tax Senior must be able to handle complex assignments (i.e., return review and tax research), begin to learn the complete process of managing all tasks regarding client work, and take a lead role in reviewing the work of less experienced staff. The Tax Senior plays an active role in the liaison to client management including appropriate coordination with internal upper management team members. Incumbents will be called upon to perform a variety of special assignments and to participate in the Firm’s internal programs such as recruitment activities and our Buddy program.

Essential Duties and Responsibilities include the following. Other duties may be assigned to meet business needs:

• Provides entry level staff supervision accountability
• Monitors workload on a weekly basis to ensure work for the coming week
• Assists in the completion of tax returns and special services
• Prepares complicated returns
• Begins to assist in reviewing reports, statements and returns processed by the administrative staff
• Begins to assist in reviewing work papers and tax returns before submission to a Partner or Manager for further review
• Develops opportunities to provide additional services to clients
• Continues developing a network for future practice development opportunities
• Assists in planning engagements to achieve quality goals and reduces time required to perform an engagement
• Stays familiar with tax changes from AICPA, and Tax authorities
• Begins to research d tax issues as appropriate
• Monitors billable hours and compares to target billable hour goals on a regular basis
• Maintains the required CPE from firm and licensing standards
• Provides courteous and prompt service to all internal and external customers. Prioritizes and addresses requests and assignments in a professional manner to develop cooperative relationships and to ensure that customer confidentiality is assured.

Skills and Abilities Required

• Ability to work independently while understanding the necessity for communicating and coordinating work effects with other employees and clients.
• Ability to effectively select the appropriate communication method to fit the situation.
• Ability to multitask and prioritize to meet deadlines.
• Ability to interact, develop and maintain professional relationships with partners, employees, clients and tax authorities.

Light to moderate amounts of lifting, kneeling, bending, sitting and walking is required. Lifting requirements will not typically exceed 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus to work with computers. The noise level is usually moderate, but normal hearing abilities are required.

• This position may require minimal travel.

Education and Experience Required

Bachelor’s Degree in Accounting or related field

CPA Designation Is Preferred, But Not Required

5-8 years of relevant position experience is preferred

Experience in a public accounting or professional services firm environment is preferred

Disclaimer

• The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.