Tax Senior

UHY-US; Pleasant Valley Township (IA); On-site; USD 65,000 - 95,000; Full time

Job summary

UHY-US is seeking a Tax Senior Accountant to lead tax engagements including planning, preparation, and review of individual, corporate, and partnership returns. You will manage client relationships and supervise staff, while collaborating with partners to deliver high-quality service.

Ideal candidates have 3–6 years of experience, Bachelor’s in accounting/finance, and are pursuing CPA/EA licensure. Expect involvement in complex tax planning, research, and compliance within a professional

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• 3–6 years of relevant experience.
• Experience with CCH Prosystem FX and Axcess Tax is preferred.
• CPA or Enrolled Agent licensure pursued or relevant certification.
• Responsible for completing the minimum CPE credit requirement.

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 tax inquiries and fostering relationships.
• Collaborate with partners and managers to ensure seamless client service delivery and alignment with firm objectives.
• Conduct tax research and analysis to develop proactive planning strategies and identify opportunities to minimize liabilities.
• Communicate complex tax concepts to clients and prepare presentations on tax matters.
• Review and oversee the preparation of tax returns for accuracy and regulatory compliance.
• Monitor tax filing deadlines and ensure timely submissions.
• Stay current with federal, state, and local tax laws and changes.
• Collaborate with tax professionals to share insights and mentor staff.
• Identify opportunities to enhance tax workflows and processes.

Education

Bachelor’s degree in accounting, finance, or a related field

CPA or Enrolled Agent licensure or relevant certification in progress

Tools

CCH Prosystem FX

Axcess Tax

Axcess Document

Axcess Workstream

Thomson Reuters Fixed Assets CS

CheckPoint for Tax Research

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.

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.

Job Description

Tax Preparation

• 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

Research and Analysis

• Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes
• Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions

Client Communication

• 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

Compliance and Documentation

• 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

Team Collaboration

• 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
• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
• Participate in internal training sessions to enhance your technical skills and stay updated on industry trends

Process Improvement and Innovation

• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services

Supervisory Responsibilities

• May supervise subordinate team members

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

Required Education And Experience

• Bachelor’s degree in accounting, finance, or a related field
• 3 – 6 years of relevant experience
• Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Preferred Education And Experience

• Experience in 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

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.

Who We Are

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

What We Offer

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

Attractive Compensation Packages

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.