Tax Senior - Kalamazoo

640 UHY Advisors Great Lakes, Inc.; Kalamazoo (MI); On-site; USD 70,000 - 90,000; Full time

Job summary

640 UHY Advisors Great Lakes, Inc. is seeking a Tax Senior Accountant responsible for managing and preparing financial information, including tax returns for a diverse client base. This role emphasizes strong client relationships and collaboration within the firm.

The ideal candidate has a bachelor's degree in accounting and 3 – 6 years of relevant experience. Proficiency in tools such as CCH Prosystem FX and Axcess Tax is required.

Join a professional team in Kalamazoo, Michigan, offering opportunities for growth and continuous improvement.

Qualifications

• 3 – 6 years of relevant experience in a professional service environment.
• Actively working towards CPA or Enrolled Agent licensure.
• Responsible for completing the minimum CPE credit requirement.

Responsibilities

• Lead and manage a portfolio of tax engagements including planning, preparation, and review.
• Conduct thorough tax research and analysis to develop proactive tax planning strategies.
• Prepare and deliver presentations to clients on tax-related matters.
• Review tax returns to ensure accuracy and compliance with regulations.
• Collaborate with other tax professionals within the firm to share insights and best practices.

Skills

Financial analysis

Tax preparation

Client relationship management

Tax research

Team collaboration

Education

Bachelor’s degree in accounting or finance

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. You will gain exposure to a diverse client base operating in a variety of industries. You will maintain client relationships, oversee the work of internal staff, and work 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.

TRAVEL

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

REQUIRED EDUCATION AND EXPERIENCE

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.

SOFTWARE

• CCH Prosystem FX
• Axcess Tax
• Axcess Document
• Axcess Workstream
• Thomson Reuters Fixed Assets CS
• Checkpoint for Tax Research

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.