Senior Tax Specialist

BerryDunn — Assurance, Tax and Consulting; Hamden (CT); On-site; USD 80,000 - 100,000; Full time

Job summary

BerryDunn is seeking a Senior Tax Specialist to join our Construction, Hospitality, Professional Sevices, Renewables, and Real Estate Practice Group. This role will be based in our Waltham, MA or Hamden, CT office. You will report to the Tax Manager.

Responsibilities include preparing complex U.S. and multi-state tax returns, planning projections and research for clients, managing deliverables, and collaborating with IRS representatives. Travel is minimal, up to 5%.

Qualifications

• 4+ years of public accounting experience.
• Bachelor’s/Master’s degree in Accounting, Tax, Business or related field.
• Strong analytical and problem-solving abilities.
• Advanced computer and tax software proficiency.
• Excellent verbal and written communication skills.
• Excellent interpersonal, relationship-building and organizational skills.
• Ability to handle multiple client engagements in a fast-paced environment.

Responsibilities

• Prepare complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C‑corps, S-Corps, Partnerships and fiduciary returns.
• Prepare complex U.S. and state individual income and gift tax returns.
• Prepare tax planning projections for individual and corporate estimated tax liability.
• Manage and monitor client deliverables and due dates.
• Conduct tax research and prepare memoranda outlining findings and conclusions.
• Respond to IRS and state audits, inquiries, and tax notices; communicate with IRS and clients in connection with audits, inquiries, and tax notices.
• Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.
• Assist with employee training for new hires and ongoing employee training.
• Engage in consulting and special projects as requested by Management and Clients.

Skills

Analytical skills

Communication skills

Interpersonal skills

Multi-client management

Tax software proficiency

Education

Bachelor's/Master's in Accounting/Tax

Job description

Overview

BerryDunn is seeking a Senior Tax Specialist to join our Construction, Hospitality, Professional Sevices, Renewables, and Real Estate Practice Group (CHPRPG). You will join a core team tasked with preparing and reviewing tax returns, tax planning projections and tax research for our clients. This role will be based in our Waltham, MA or Hamden, CT office. You will report to the Tax Manager. Travel Expectations: Minimal, up to 5%

You Will

• Prepare complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C ‑ corporations, S-Corporations, Partnerships and fiduciary returns
• Prepare complex U.S. and state individual income and gift tax returns
• Prepare tax planning projections for individual and corporate estimated tax liability
• Manage and monitor client deliverables and due dates
• Conduct tax research and prepare memorandum outlining findings and conclusions
• Respond to IRS and state agency audits, inquires, and tax notices; communicate with IRS and clients in connection with audits, inquires, and tax notices
• Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
• Assist with employee training for new hires and ongoing employee training
• Engage in consulting and special projects as requested by Management and Clients

You Have

• 4 or more years of recent public accounting experience
• Bachelor’s/Master’s degree in Accounting, Tax, Business or a related field
• Highly evolved analytical and problem-solving ability
• Advanced computer and tax software proficiency.
• Excellent verbal and written communication skills are a must
• Excellent interpersonal, relationship-building and organizational skills
• Ability to handle multiple client engagements in a fast-paced environment

Compensation Details

The base salary range targeted for this role is $80,000 - $100,000. This position may also be eligible for a discretionary annual bonus based on factors such as company and personal performance. This salary range represents BerryDunn’s good faith and reasonable estimate of the range of possible compensation at the time of posting. If an applicant possesses experience, education, or other qualifications more than the minimum requirements for this posting, that applicant is encouraged to apply, and a final salary range may then be based on those additional qualifications; compensation decisions are dependent on the facts and circumstances of each case. The salary of the finalist selected for this role will be based on a variety of factors, including but not limited to years of experience, depth of experience, seniority, merit, education, training, amount of travel, and other relevant business considerations.

BerryDunn Benefits & Culture

Our people are what make BerryDunn special, and in return we strive to support our employees and help them thrive. Eligible employees have access to benefits that go beyond what’s expected to support their physical, mental, career, social, and financial well-being. Visit our website for a complete list of benefits and a look into our culture: Experience BerryDunn .

We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process or perform essential job functions. Please contact [e-mail] to request an accommodation.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

About BerryDunn

BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm’s tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm.

BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. The firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at berrydunn.com .