Tax Senior

CDH CPA PLLC; Itasca (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Professional development opportunities

Flexible work arrangements

Job summary

CDH CPA PLLC located in Itasca, Illinois, is seeking a Tax Senior who will manage a variety of tax returns and oversee the development of tax staff. The role involves direct interactions with clients and maintaining compliance with tax regulations.

The ideal candidate will possess a Bachelor's Degree in accounting and be committed to passing the CPA exam. The firm offers competitive benefits and a supportive workplace environment.

Qualifications

• Pass the CPA exam.
• Continue to develop interpersonal skills.
• Attend professional development and training sessions regularly.

Responsibilities

• Prepares and reviews a variety of tax returns.
• Assists in tax planning projects.
• Provides training, feedback, and developmental opportunities for staff and interns.

Education

Bachelor’s Degree in accounting or related field

Job description

At CDH CPA, PLLC, we believe in investing in our people. Recognized as one of the Best Places to Work in Illinois and a leading firm by Inside Public Accounting, we provide a workplace where employees feel valued and supported. From competitive benefits and flexible work arrangements to professional development and leadership opportunities, CDH is a place where you can build a fulfilling and rewarding career.

Job Function

The Tax Senior works closely with other CDH staff and client personnel on all phases of assigned projects and engagement management for multiple clients. The Tax Senior is primarily responsible for preparation and review of complex tax returns, including individual, trust, partnership, not-for-profit, S corporate, C corporate, and foreign tax returns. The Tax Senior is also responsible for the professional development and supervision of assigned tax staff and assisting in all client management and practice development activities during the engagement.

Professional Responsibilities

• Prepares and reviews a variety of tax returns
• Assists in tax planning projects
• Takes ownership of tax related projects and serves as the primary source of assistance for tax staff and interns
• Reviews team members’ work and provides feedback when necessary to ensure documentation is prepared properly for manager approval
• Delegates and leverages work and tasks appropriately; explains purpose and goal of tasks to staff, manages staff and client expectations and ensures timely completion of assigned projects
• Provides training, feedback and developmental opportunities for staff and interns
• Assists in analyzing the tax costs and benefits for a proposed business
• Participates in transfer pricing activities and other specialized projects
• Researches technical issues using regulatory and source materials utilizing electronic databases on issues that arise in tax planning and compliance process. Shares results with team members and may serve as an expert in one or more areas of the process
• Prepares and reviews the initial drafts of tax notices and letters
• Ensures tax returns are prepared in accordance with the terms of the various governing documents and applicable federal tax and state law
• Uses Firm’s software to automate the data transfer process from the trial balance to the financial statements and eventually for the preparation of the tax return

Personal Responsibilities

• Pass the CPA exam
• Continue to develop interpersonal skills, along with helping staff and interns
• Develop constructive and cooperative working relationships and maintain them over time
• Attend professional development and training sessions on a regular basis
• Maintain and expand knowledge base in area of expertise
• Take proactive career steps
• Participate in recruiting efforts as needed
• Represent the Firm in a manner consistent with our values and Five Star philosophy
• Ability to work with little supervision

Qualifications

• Bachelor’s Degree in accounting or related field

We are an equal opportunity employer. EEO/AA/D/V/F