Tax Senior - Business Advisory Solutions (52201)

Citrin Cooperman; Westerville (OH); On-site; USD 75,000 - 105,000; Full time

Job summary

Citrin Cooperman is seeking a Tax Senior in the Business Advisory Solutions (BAS) Department to join our Cleveland, OH or Columbus, OH team. As a BAS Tax Senior, you will be responsible for tax closings, closing of books, and tax preparation, and you will assist with planning, fieldwork, and wrap-up.

You will apply an intermediate understanding of accounting and reporting standards, research accounting issues, and work with client records and software including QuickBooks.

Qualifications

• Bachelor's degree in Accounting or similar field required.
• Master's in Taxation preferred.
• CPA or CPA eligible preferred.
• 3+ years of experience gained within a public accounting firm required.
• Excellent verbal and written communication skills.
• Demonstrated teamwork and leadership skills.
• Ability to work independently, but also work well with others.
• Proficient in Microsoft Office Applications.
• Knowledge of CCH Axcess, CaseWare, and Go File Room is a plus.

Responsibilities

• Preparation of tax closings, closing of books, and tax preparation.
• Assist with planning, fieldwork, and wrap-up coordination.
• Intermediate understanding of accounting and reporting standards, research accounting issues.
• Experience with reporting temporary and permanent book/tax differences.
• Understanding of sales tax, payroll tax returns and 1099s.
• Perform tax research to resolve issues.
• Analyze and review client accounting records and financial statements.
• Work with client accounting records and software including QuickBooks.
• Review and verify journal entries and accounting classifications.
• Communicate effectively with clients and maintain strong client relationships.
• Mentor and train lighter level staff.
• Communicate with Manager or Director on work status.

Skills

Communication

Teamwork

Leadership

Analytical

Project management

Education

Bachelor's degree in Accounting

Master's in Taxation

CPA or CPA eligible

Tools

QuickBooks

CCH Axcess

CaseWare

Go File Room

Job description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

Responsibilities

We are looking for a Tax Senior in the Business Advisory Solutions (BAS) Department to join our Cleveland, OH or Columbus, OH team. As a BAS Tax Senior, you will be responsible for:

• Preparation of tax closings, closing of books, and tax preparation.
• Assist with the coordination of the day-to-day duties of planning, fieldwork, and wrap-up.
• Intermediate understanding of accounting and reporting standards, gaining experience in researching as it relates to accounting issues.
• Experience with reporting temporary and permanent book/tax differences.
• Understanding of miscellaneous tax filings including sales tax, payroll tax returns and 1099s.
• Perform tax research to resolve issues.
• Experience in analyzing and reviewing client accounting records and financial statements.
• Work with client accounting records and software including Quickbooks.
• Review and verify the accuracy of journal entries and accounting classification assigned to various records.
• Communicate effectively with clients.
• Contribute to a strong client relationship through positive interactions with client personnel.
• Mentor and train lighter level staff.
• Communicate with Manager, and/or Director on work status and client issues that arise.
  
  

Qualifications

• Bachelor's degree in Accounting or similar field required, Master's in Taxation preferred
• 3 plus years of experience gained within a public accounting firm required
• CPA or CPA eligible preferred
• Excellent verbal and written communication skills
• Demonstrated teamwork and leadership skills
• Ability to work independently, but also work well with others
• Approaches projects with a sense of urgency
• Outstanding analytical, organizational and project management skills
• Proficient in Microsoft Office Applications
• Knowledge of CCH Axcess, CaseWare, and Go File Room is a plus