Tax Senior

640 UHY Advisors Great Lakes, Inc; Ann Arbor (MI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Group health insurance

Dental and vision coverage

401(k) retirement plans

Generous paid time off (PTO)

Job summary

640 UHY Advisors Great Lakes, Inc is looking for a Tax Senior Accountant in Ann Arbor, Michigan. The ideal candidate will manage client tax needs, prepare returns, and provide strategic tax planning. This role demands strong communication skills and mentoring abilities.

Benefits include a competitive compensation package, health insurance, 401(k), and a supportive, collaborative work environment. Candidates should possess 3-6 years of experience and a degree in accounting or finance, with CPA licensure preferred.

Qualifications

• 3 – 6 years of relevant experience.
• Experience in a professional service environment, such as a CPA firm.
• Working towards CPA or Enrolled Agent licensure.

Responsibilities

• Manage a portfolio of tax engagements and prepare various tax returns.
• Serve as primary contact for assigned clients and address inquiries.
• Conduct tax research and develop planning strategies to optimize outcomes.
• Prepare and oversee tax return submissions for accuracy and compliance.

Skills

Tax Research

Client Relationship Management

Tax Planning Strategies

Mentoring

Education

Bachelor's degree in accounting, finance, or related field

Tools

CCH Prosystem FX

Axcess Tax

Thomson Reuters Fixed Assets CS

Job description

Job Summary

As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.

Responsibilities

• Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)
• Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships
• Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives
• Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes
• Assist the internal team in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions
• Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
• Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
• Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
• Promote a collaborative team environment, encouraging knowledge sharing and effective communication among team members
• Participate in internal training sessions to enhance technical skills and stay updated on industry trends
• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to continuous improvement of the firm's tax services
• Supervisory responsibilities: may supervise subordinate team members

Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• 3 – 6 years of relevant experience
• Experience in a professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
• Responsible for completing the minimum CPE credit requirement
• Proficiency with software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Work Environment

Work is conducted in a professional office environment with minimal distractions.

Physical Demands

Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time. Must be able to lift to 15 pounds at a time.

Travel

Travel may be frequent and unpredictable, depending on client’s needs.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

Benefits

• Positive work environment: collaborative and supportive work environment where teamwork is valued
• Competitive and tailored compensation package reflective of role, qualifications, and expertise
• Comprehensive benefit package including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances