senior tax Associate (cpa)Roxas Cruz Tagle and Co.

Reporting to: Tax Manager/Partner
Job Title: Senior Tax Associate
Role purpose
Supervise and review the Tax Associate in gathering and processing client documents, dealing with client interviews and in report writing.
Execute tax engagements in a timely manner and ensure that the needs of the clients and of the Manager/Partner are resolved.
Principal accountabilities
Develop and maintain productive working relationships with client personnel
Monitor engagement economics by identifying and explaining variances from plan
Monitor component progress to ensure expectations are met through initiating discussions with service team and obtaining on-going feedback from client
Prepare/review initial draft of reports or other client and external communications
Foster an efficient, innovative, and team-oriented work environment
Direct fieldwork daily, inform Manager/Partner of the engagement status
Develop people through effectively delegating tasks and providing guidance to junior staff
Share knowledge with team members (e.g. share best practices, provides on-the-job training)
Develop an understanding of the Firm's service lines and actively seek/encourage team members to contribute ideas and identify opportunities to apply the Firm's services
Identify and discuss risks with Team Manager on a timely basis
Implement client's engagements from start to finish i.e. planning, executing, directing, and completing tax assignments
Prepare engagements proposals, engagement letters and budgets
Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities
Prepare more complex tax returns and tax submissions
Proactively interact with key client management to gather information, resolve tax - related problems, and make recommendations for business and process improvements
Assist Manager/Director/Partner on proposals and business development calls
Gain understanding of client operations, processes, and business objectives
Possess an understanding of state and foreign tax legislations and tax treaties
Educational and professional qualifications
Candidate must be a graduate of Bachelor Science in Accountancy at the minimum.
Certified Public Accountant (CPA)
Minimum of 2 years of professional, preferably in tax consulting experience in public accounting firm
Excellent project management, analytical, interpersonal, oral and written communication skills
Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude
Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines
Proficiency in Microsoft Office software programs, including spread-sheet programs (i.e. Excel)