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    Tax Senior - San Diego, United States - Allen Barron, Inc.

    Allen Barron, Inc.
    Allen Barron, Inc. San Diego, United States

    1 week ago

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    Description

    Job Description

    Job Description

    TAX ASSOCIATE

    Job Overview

    A tax specialist will lead and manage multiple tax engagements to deliver quality tax services for our domestic and international business clients. This position offers excellent opportunities for learning and growth as well as a collegial environment in which to work.

    Objective

    The Tax Specialist will lead in the effective and efficient operations of the tax practice area. This practice area should reflect firm values: a quality process and outcome, IRS knowledge and compliance, excellent client communication that results in our firm's reputation as a preferred partner in this area of service. This practice will be technology-driven and leadership is expected to identify best practices and consistently implement process improvements. Leadership for this practice area includes leading a team of individuals that will support this service and be competent in its delivery. This position reports to the Partner.

    Functions

    1. Prepares/reviews federal and state income tax returns for individuals, businesses, real estate, exempt organizations, trusts and estates; FBAR and PFIC calculations for Streamline Clients

    2. Completion of Year End financial statement adjustments for tax

    3. Acts as a resource for tax staff, staff attorneys and partners

    4. Performs complex tax research as requested

    5. Prepares tax planning and estimates and becomes involved in planning for more complex clients

    6. Directs and coordinates tax planning for less complex client situations

    7. Assists accounting and consulting staff members in client meetings

    8. Reviews tax accruals and associated working papers

    9. Assists in managing tax department administrative projects

    10. Assumes the responsibility for the smooth flow of tax returns and continues improvement efforts

    11. Contributes to the client service team by producing quality work with quick turnaround and attentive service

    12. Assists in tax software and technology process development and enhancements

    13. Establishes workflow and timelines as it relates to projects

    14. Facilitates in-house tax training

    15. Solicits feedback on tax season performance and formulates an action plan for the following year incorporating that feedback

    16. Develops policies and procedures to effectively carry out his or her area of responsibility for the firm, including the effective administration of the department

    17. Develops and maintains an expertise in the taxation area

    18. Keeps all staff in the firm informed of changes and developments in the taxation area

    19. Plans, coordinates and conducts, with the Partner Group, the training necessary to develop and maintain the competence of all personnel, on a need-to-know basis, in the taxation area

    20. Develops and identifies the capability of the firm to provide additional needed services for clients in the taxation area

    Interpersonal Skills

    1. Exhibits time management and organization skills

    2. Coordinates orientation and training of tax related staff

    3. Develops entrepreneurial approach to client service and good working relationships with client personnel

    4. Builds new and existing client relationships and demonstrates basic knowledge of client's businesses

    5. Maintains contacts with peers, develops network of business contacts, meets with prospective clients and cultivates referrals

    6. Develops means of communication to clients and persons responsible for maintaining relationship with clients

    7. Continues to develop industry expertise

    8. Understands firm ethics and demonstrates them consistently

    9. Develops a broad general knowledge of economic, political, and business conditions

    10. Performs such other duties as may be assigned

    Experience

    1. Minimum of a Bachelor's degree in accounting or other related program.

    2. Advanced degree or enrollment in an advanced degree program, preferred

    3. CPA license; preferred

    4. Prior experience in public accounting and tax

    5. Minimum of 3 years in competently preparing tax returns

    6. Strong accounting and analytical skills

    7. Research proficiency

    8. Strong computer skills: proficiency preferred, but not required in Thompson Reuters

    9. Excellent interpersonal, oral and written communication skills

    10. Detail-oriented with ability to multi-task

    11. Well-rounded in dealing with high net worth individuals and complex businesses

    Company DescriptionAllen Barron, Inc., provides integrated accounting, tax and legal services. A one of a kind opportunity that will expose the successful candidate to international tax, international law, accounting and tax compliance as well as an opportunity to assist with federal and state audits. This is a lifetime opportunity to expand your skill set beyond the confines of domestic practice and enter into the world of international transactional analysis as well.

    Company Description

    Allen Barron, Inc., provides integrated accounting, tax and legal services. A one of a kind opportunity that will expose the successful candidate to international tax, international law, accounting and tax compliance as well as an opportunity to assist with federal and state audits. This is a lifetime opportunity to expand your skill set beyond the confines of domestic practice and enter into the world of international transactional analysis as well.

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