Senior Tax Associate - Business Tax Reviewer

Company: myStartupCFO LLC
Location: Plano
Posted on: February 1, 2025

Job Description:

Senior Tax Associate - US Business Taxation role will include:

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Client Responsibilities:
Tax Compliance: Review U.S. business tax returns (Forms 1065, 1120, 1120S, 990), state income tax returns.
Client Management: Manage client relationships, oversee data validation, address clarifications, and ensure timely delivery of tax returns and billing.
Financial Analysis: Evaluate business financials, recommend improvements in books, payroll, and services, and verify vendor payments for 1099 filings.
Compliance Monitoring: Set expectations for compliance processes, resolve complex issues, and communicate effectively with stakeholders.
Strategic Involvement: Build client relationships, monitor filing requirements, and provide insights for better financial management.

Other Responsibilities:
Tax Compliance Expertise: Thorough understanding of U.S. tax implications for business owners and their filings.
Research & Advisory: Analyze and interpret evolving tax rules; provide consultancy and research support to clients.
Client Support: Explain tax laws, help clients adapt to changes, and represent them before the IRS with appropriate POA.
Leadership: Supervise and mentor Tax Assistants, contributing to their professional development.
Training & Development: Regularly contribute to in-house training sessions and management meetings.
Technical Proficiency: Added value for experience with Drake or Lacerte tax software.

Delivery Management:
Client Management: Manage extensive client leads end-to-end, including data gathering, validation,
clarifications, review, returns delivery, and billing processes.
Tax Compliance Oversight: Ensure accurate tax compliance by setting clear expectations for work scope,
timelines, and delivery.
Issue Resolution: Identify complex client issues and effectively communicate them to managers/directors and clients at the appropriate time.
Process Excellence: Ensure adherence to tax return procedures, monitoring compliance processes and filing requirements, and preventing client escalations.
Relationship Building: Actively engage in building strong client relationships and driving team performance to meet deadlines.
Team Leadership: Motivate and lead the team to complete tasks within deadlines.

Qualification: Graduation/PG; EA is an added advantage
Experience: 2-3 years of experience as a Reviewer
Location: Plano, Texas

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