- Help manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects while effectively controlling time and expenses.
- Provide and develop tax planning techniques for clients while addressing client needs and seeking new opportunities for existing and potential clients; make recommendations for appropriate additional services.
- Plan and coordinate corporate, partnership, S-corporation and individual tax compliance engagements.
- Prepare and review quarterly and annual income tax provisions; identify and document uncertain tax positions.
- Assist clients with management of federal and state tax audits and negotiate tax positions.
- Interact closely with the client and their advisors.
- Assist with individual, gift, trust and estate returns.
- Perform and review technical tax research, analysis, and written memorandum.
- Responsible for project management as well as resource scheduling and management.
- Offer ongoing status updates to management and to the engagement team.
- Ability to reason and effectively multi-task. Strong communication skills with the ability to apply understanding to carry out and to give instructions in written, oral, or diagram form.
- Recognize complex technical issues, reach appropriate conclusions and apply authority to support conclusions.
- Ability to organize work and projects, prioritize and meet deadlines. Ability to complete work in an efficient and accurate manner.
- Responsible for leading a team of staff level positions and ensure proper execution of assignments.
- Provide staff with leadership, counseling and career guidance.
- Possess a strong background in engagement management and know how to manage all aspects of client accounts.
- Participate in mentoring, training, recruiting, retention and team-building activities.
- Present internal and external training and seminars on technical issues.
- 2-4 years of tax compliance and advisory skills.
- Knowledge of federal, state, and local tax laws.
- Bachelor's degree in Accounting required. Master's degree in Accounting preferred.
- CPA certification required or other professional certification relevant to specialized services areas.
- Experience with tax preparation and research software required – Go Systems, BNA Income Tax Planner, GoFileRoom and Checkpoint desired.
- Hands on experience with review and preparation of all forms and schedules related to corporations, S-corporations, partnerships, individuals and consolidated returns.
- Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP and tax compliance and consulting.
- Strong research and compliance skills.
- Demonstrated experience in interfacing and managing clientele base on a day-to-day basis.
- Proven ability to work on multiple client engagements and adhere to tax deadlines.
- Excellent supervisory, organizational, problem solving, written and oral communication and interpersonal skills.
- Exceptional client service and communication skills.
- Excellent project management and presentation skills.
-
Senior Associate
2 weeks ago
Brookfield Asset Management, Inc Houston, TX, United StatesLocation · Two Allen Center Smith Street · Business - Reinsurance · Brookfield's publicly traded Reinsurance business, Brookfield Reinsurance Partners Ltd., is a newly formed division of Brookfield focused on providing capital-based solutions to insurance companies and their s ...
-
Senior Associate
3 weeks ago
FORVIS, LLP Houston, United StatesSenior Associate | Private Client · Location: Houston, TX, USA · Apply · Company Profile: · At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local commu ...
-
Senior Associate
3 days ago
Andersen Houston, United StatesUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive ...
-
Senior Associate
6 days ago
IQ-EQ Houston, United StatesCompany Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regula ...
-
Senior Associate
2 weeks ago
IQ-EQ Houston, United StatesJob Description · Job Description Company Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administr ...
-
Senior Associate
6 days ago
IQ-EQ Houston, United StatesCompany Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regula ...
-
Senior Associate
1 day ago
IQ-EQ Houston, United States PermanentJob Description · You will be working directly with leading private equity and asset management firms in the alternative asset industry under the guidance and direction from our experienced team of industry veterans. You will be facilitating our service offering by assisting, per ...
-
Senior Associate
2 weeks ago
IQ-EQ Houston, United StatesCompany Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regula ...
-
Senior Associate
3 weeks ago
Knewin Houston, United StatesCompany Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regula ...
-
Senior Tax Associate
1 week ago
Murray Resources Houston, United StatesCollaborate with tax team to implement the continuously expanding vision of the tax department of our firm. Review individual, trust, estate, S corporation, partnership, and state returns prepared by our team of tax professionals. Prepare forms to co Tax, Associate, Senior, Clien ...
-
Tax Senior Associate
1 week ago
Weaver Houston, United StatesThe Weaver Experience · Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entr ...
-
Senior Tax Associate
3 weeks ago
Andersen Houston, United StatesUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive g ...
-
Senior Litigation Associate
21 hours ago
LHH Houston, United StatesSenior Associate - Construction Litigation · A well-regarded full-service law firm is actively seeking a talented Senior Associate with 5+ years of commercial litigation experience in Houston · Experience/Qualifications · 5+ years in Commercial Litigation · Excellent writing skil ...
-
Tax Senior Associate
1 week ago
FORVIS, LLP Houston, United StatesTax Senior Associate · Location: Houston, TX, USA · Apply · Company Profile: · At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This ...
-
Tax Senior Associate
2 weeks ago
Calvetti Ferguson Houston, United StatesThe Tax Senior Associate plays a critical role on the engagement team that is both internal and client facing. We foster a culture of excellence that emphasizes collaboration, innovation, entrepreneurial thinking, and exceptional client service. The successful candidate will thri ...
-
Senior Tax Associate
3 weeks ago
Recooty Houston, United StatesWe seek a Tax Senior Associate who will review tax compliance engagements, tax planning, and tax provisions for both enterprise and individual clients, whether public or private. · As the Senior Tax Associate, your duties will include corporate taxation, consolidated returns, S-C ...
-
Senior Associate of Development
4 days ago
Amoria Bond Houston, United StatesThe Opportunity: Join a dynamic team committed to the development and oversight of energy infrastructure, fostering community economic growth, promoting corporate social responsibility, protecting environmental resources, and contributing to the expansion of a highly ethical, com ...
-
Audit Senior Associate
3 weeks ago
PKF Texas Houston, United StatesIf you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. · Audit Senior Associate · Full Time · Houston, TX, US · 11 days ago · Requisition ID: 1094 · PKF Texas is actively seek ...
-
Senior Tax Associate
2 weeks ago
Calvetti Ferguson Houston, United StatesThe Tax Senior Associate plays a critical role on the engagement team that is both internal and client facing. We foster a culture of excellence that emphasizes collaboration, innovation, entrepreneurial thinking, and exceptional client service. The successful candidate will thri ...
-
Senior Tax Associate
3 weeks ago
Spark Talent Inc Houston, United StatesJob Description · Job Description · Senior Tax Associate · Position Summary: · Seeking a Senior Tax Associate to join their Houston, TX office. Their associates have the opportunity to work with a variety of clients in industries such as manufacturing, construction, dealershi ...
Tax Senior Associate - Houston, United States - Pannell Kerr Forster of Texas, PC
Description
Job Description
Job DescriptionPKF Texas is actively seeking a Tax Senior Associate. This position reports directly to our Tax Managers, Tax Senior Managers and Directors and works collaboratively with the members of our expanding tax team. The Tax Senior Associate performs and reviews enterprise and individual tax compliance engagements, tax planning, and tax provisions for public and private clients. Engagements include but are not limited to the following: corporate taxation, consolidated returns, S-Corporation taxation, partnership taxation, individual taxation, estate/trust/gift returns and state and local tax matters.
This position offers an excellent opportunity for leadership, learning and career advancement to the right candidate.
Essential Duties and Responsibilities:
Desired Skills & Qualifications: