TBS Senior Associate

Symphona; Savannah (GA); On-site; USD 65,000 - 85,000; Full time

Job summary

Symphona is looking for a TBS Senior Associate in Savannah, Georgia. This role involves acting as the tax in charge for various business and individual tax returns, developing client relationships, and preparing complex tax returns. The ideal candidate will have strong project management, tax compliance knowledge, and the ability to mentor staff.

This is an evergreen job posting; applications are continuously accepted to build a pipeline of qualified candidates for future openings.

Qualifications

• Experience with complex income tax returns, including consolidated and multi-state tax returns.
• Ability to interact effectively with both clients and internal teams.
• Strong research and analytical skills.

Responsibilities

• Act as a tax in charge on various business and individual tax returns.
• Develop relationships with client personnel and maintain contact throughout the year.
• Prepare complex income tax returns and monitor engagement budgets.

Skills

Project management

Client relationship management

Tax compliance

Technical tax knowledge

Education

Relevant degree in accounting or finance

Job description

Job Summary

In fulfilling the Firm’s mission, the TBS Senior Associate acts as the tax in charge on various business, estate, and/or individual tax returns. Depending on the size of the engagement, a TBS Senior Associate may assume "Supervisor level" responsibilities. The TBS Senior Associate supports the Firm’s goals and values through all professional communications and maintains positive working relationships. This is an evergreen job posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings.

Essential Functions

• Develop a relationship with engagement-related client personnel responsible for tax issues.
• Maintain contact with client personnel throughout the year; possess a knowledge of the client and the client’s business, especially in relation to tax matters.
• Collaborate on decisions on routine tax matters with a tax person or Tax Supervisor, Manager, Director, and/or Partner.
• Become responsible for reviewing the income tax accrual as directed by the Tax Supervisor, Manager, Director, and/or Partner.
• Maintain communication with Tax and Audit personnel on engagements regarding identified and ongoing tax issues.
• Bring unusual or significant tax questions to the attention of the Manager or Director.
• Research and propose a resolution to technical tax matters.
• Prepare complex income tax returns, including consolidated, multi-tiered, and multi-state tax returns.
• Wrap up tax return engagement according to engagement timetable and alert supervisor of scheduling concerns.
• Communicate with appropriate individuals within the firm on tax matters related to clients assigned. Keeps Client Service Team informed of all important developments on engagement.
• Coordinate the scheduling of tax accrual review and tax return preparation or review with the Audit Department.
• Monitor engagement budget on tax matters, alert the supervisor of potential concerns and, suggest fee modification actions.
• Demonstrate effective project management skills and inspire teamwork and responsibility by engaging team members and using current technology and tools to enhance the effectiveness of deliverables and service.
• May participate in preparing invoices and details of fees to clients.
• Become responsible for client adherence to compliance-related deadlines such as extensions, tax estimate requirements, and tax return filings.
• Control all aspects of client relationships (if a manager hasn't been assigned to the engagement) related to budgets, client expectations, and billing.

Other Functions

• Assign work to staff based on their knowledge and capabilities.
• Provide supervision and on-the-job training to Staff assigned to engagements.
• Support training of team members by offering guidance, direction, and constructive criticism.
• Assist with developing training programs and act as an instructor in professional development programs.
• Mentor and develop the technical and professional skills of Tax Staff.
• Supervise and review the work of TBS In-Charge Accountants, TBS Staff Accountants, Client Service Providers, and Tax Interns.
• Develop personal priority goals and adhere to them.
• Participate in community involvement.
• Develop sales, writing, communication, interpersonal and other human relations skills.
• Develop an understanding of the economics of the tax business and its relation to the Firm.
• Support departmental goals, policies, and guidelines and make suggestions for improvement.
• Assume responsibilities as a "champion" in specific departmental software applications or projects.
• Participate in other administrative activities and other duties as requested by the Partners, Directors, and/or Managers.

Next Level on Career Path

• TBS Supervisor or TBS Manager depending on performance metrics and Firm need.