TBS Senior Associate - Saint Simons Island

Symphona; Saint Simons Island (GA); On-site; USD 70,000 - 90,000; Full time

Job summary

Symphona, located in Saint Simons Island, Georgia, is looking for a Senior Associate to lead tax engagements for individuals and businesses. The role involves preparing complex tax returns, collaborating with clients, and mentoring junior staff.

The ideal candidate will have a Bachelor's degree in Accounting and at least three years of relevant experience. This position offers opportunities for career advancement to Supervisor or Manager roles, along with a supportive work environment.

Qualifications

• Minimum 3 years experience in tax or accounting roles.
• Strong understanding of U.S. tax laws and regulations.
• Capability to manage multiple client engagements simultaneously.

Responsibilities

• Review and prepare complex income tax returns.
• Maintain client communications and manage expectations.
• Supervise and train junior staff on tax procedures.

Skills

Project management

Tax research

Client relationship management

Effective communication

Team mentorship

Education

Bachelor's degree in Accounting or related field

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.

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.