Senior Tax Associate

Individuals at this level generally have a minimum of two years of experience as a Tax Associate, including two calendar/fiscal year busy seasons. They also have either passed the CPA exam or parts of the CPA exam. Senior Tax Associates are expected to: 

  • Know and understand the reasons behind firm policies and procedures  
  • Possess technical knowledge and communication skills sufficient to supervise and train Staff Tax Associates 
  • Be able to communicate well with clients, within their area of tax expertise  
  • Begin acquiring the skills necessary to develop quality client relationships during the tax season and throughout the year

The Senior Tax Associate is expected to: 

  • Expand their command of pertinent IRC sections and regulations
  • Have a good command of common tax regulations, procedures, and research techniques, including the various research sources in the firm library 
  • Own the preparation of level-appropriate tax returns, including corporate, individual, partnership, fiduciary, or other tax returns prepared by the firm
  • Assume responsibility for efficiently supervising the completion of tax returns as completed by Tax Preparer Associates
  • Have the ability to review tax trial balance and approve adjustments to the unadjusted numbers
  • Command a common book-to-tax schedule of M-1 differences
  • Recognize additional opportunities to expand tax service offerings to clients  
  • Have a strong ability to mentor Tax Associates and provide training and coaching
  • Assist in development of budgets on jobs 
  • Maintain required CPE  

Qualifications:

  • Proficient in Microsoft Office Suite (Word, Excel)
  • Proficient in CCH Axcess or similar products
  • Proficient in Oracle NetSuite preferred
  • Proficient in Odoo ERP and CRM preferred
  • Experience or familiarity with QuickBooks and tax preparation software is a plus
  • Ability to work independently in a team atmosphere
  • Bachelor’s degree in Business and Accounting
  • CPA, EA, or CPA eligible preferred

Additional items of note for advancement of Senior Tax Associates: 

  • Demonstration of growing technical abilities and communication skills
  • Ability to teach, mentor, and foster team building
  • Demonstration of leadership skills and potential
  • Thirst for knowledge and desire to work hard and meet the demands of clients
July 1, 2023
June 30, 2024
CJBS, LLC
CJBS, LLC
2100 Sanders Road
Suite 200
Northbrook, IL 60062-6141
Chicago
Salary
Full Time

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    About CJBS

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