Tax Senior

• Deliver best-in-class customer service to clients and employees at all times, with an emphasis on being proactive, responsive, professional, and accurate.
• Understands assigned client’s business and industry and works closely with management to have a full understanding of client’s service needs.
• Ability to have new client interviews and develop a scope-of-work proposal and engagement letter.  Able to work with management to set engagement budgets.
• Develops relationships with client and takes part in client events.
• Establish and maintain a positive working relationship with client’s employees, and co-workers to promote a quality service image
• Communicate with client personnel to request information necessary for the preparation of tax returns, to update clients on the status of their project and for general customer service reasons
• Teach entry level accountants company policies & procedures for preparing tax workpapers and tax returns.
• Ability to manage a large number of clients and client projects.  Prioritizes work and communicates with clients on the status of their projects.
• Deadline driven and completes tasks in a timely manner.
• Prepare/review tax source documents needed to properly support all types of tax returns
• Prepares/supervises the preparation of all types of simple to moderately complex tax returns.
• Review, sign off on and file simple to moderately complex tax returns prepared by staff.
• Track and record time accurately.  Review time recorded by staff to ensure project remains on budget.
• Review time spent on projects and propose final invoice amount for project.
• Prepare tax liability projections for clients.
• Identify tax planning opportunities for clients and promote other company services to clients that would help them in their business.
• Commit to continuing education of new and changing tax laws and policies and demonstrate the skills to ask questions and research when answers are not known.
• Understands general business including business law, formation and entity types.
• Practice integrity and professional judgment, including asking questions when needed.
• Self-driven and takes initiative to research questions.
• Embraces technology and quickly adapts to technological changes.
• Protects Organization’s values by keeping information confidential.
• Actively contributes to the overall positive culture of the company.
• Embraces team-based approach to client services.
• Encourages collaboration, open communication and problem solving in a team.
• Participates, engages and teaches training.  Seeks and offers mentoring and coaching opportunities.
• Ensures work is performed in compliance with the company’s established policies and procedures.
• Provide information to client’s external auditors or advisors, if required
• Assist in implementation and monitoring of performance measures that support the company’s strategic direction.
• Protects organization’s values by keeping information confidential.
• Actively contribute to the overall positive culture of the company.
• Update and monitor various management reports
• Other duties as assigned

• Daily employer provided lunch under the HiGroup Daily Grinds Program.
• Gym/fitness reimbursements.
• Cell phone reimbursement (for EE’s that use their phone for work).
• Parking or bus pass subsidy.
• Regular in-office massage therapy.
• Flexible work schedule with the ability to work remotely when needed.
• Support of CPA and continuing education.
• 12 paid holidays (includes your birthday off).
• Paid time off for volunteering.
• Employee snacks and drinks.
• Career advancement.
• 401K, 4% matching and profit sharing (after eligibility requirements are met).
• Health benefits (after eligibility requirements are met).
• Life Insurance.