Symphona · 2 months ago
TBS Senior Associate
Dublin, GA
Full-time
Onsite
Senior LevelSymphona is a firm focused on tax solutions, and they are seeking a TBS Senior Associate to act as the tax in charge on various business, estate, and individual tax returns. The role involves developing client relationships, managing tax engagements, and supervising staff while ensuring compliance with tax regulations.
AccountingConsultingFinanceFinancial Services
Responsibilities
Develop a relationship with engagement-related client personnel responsible for tax issues
Maintain contact with client personnel throughout the year; possess a knowledge of the client and the client’s business, especially in relation to tax matters
Collaborate on decisions on routine tax matters with a tax person or Tax Supervisor, Manager, Director, and/or Partner
Become responsible for reviewing the income tax accrual as directed by the Tax Supervisor, Manager, Director, and/or Partner
Maintain communication with Tax and Audit personnel on engagements regarding identified and ongoing tax issues
Bring unusual or significant tax questions to the attention of the Manager or Director
Research and propose a resolution to technical tax matters
Prepare complex income tax returns, including consolidated, multi-tiered, and multi-state tax returns
Wrap up tax return engagement according to engagement timetable and alert supervisor of scheduling concerns
Communicate with appropriate individuals within the firm on tax matters related to clients assigned. Keeps Client Service Team informed of all important developments on engagement
Coordinate the scheduling of tax accrual review and tax return preparation or review with the Audit Department
Monitor engagement budget on tax matters, alert the supervisor of potential concerns and, suggest fee modification actions
Demonstrate effective project management skills and inspire teamwork and responsibility by engaging team members and using current technology and tools to enhance the effectiveness of deliverables and service
May participate in preparing invoices and details of fees to clients
Become responsible for client adherence to compliance-related deadlines such as extensions, tax estimate requirements, and tax return filings
Control all aspects of client relationships (if a manager hasn't been assigned to the engagement) related to budgets, client expectations, and billing
Assign work to staff based on their knowledge and capabilities
Provide supervision and on-the-job training to Staff assigned to engagements
Support training of team members by offering guidance, direction, and constructive criticism
Assist with developing training programs and act as an instructor in professional development programs
Mentor and develop the technical and professional skills of Tax Staff
Supervise and review the work of TBS In-Charge Accountants, TBS Staff Accountants, Client Service Providers, and Tax Interns
Develop personal priority goals and adhere to them
Participate in community involvement
Develop sales, writing, communication, interpersonal and other human relations skills
Develop an understanding of the economics of the tax business and its relation to the Firm
Support departmental goals, policies, and guidelines and make suggestions for improvement
Assume responsibilities as a 'champion' in specific departmental software applications or projects
Participate in other administrative activities and other duties as requested by the Partners, Directors, and/or Managers
Qualification
Required
Act as the tax in charge on various business, estate, and/or individual tax returns
Develop a relationship with engagement-related client personnel responsible for tax issues
Maintain contact with client personnel throughout the year; possess a knowledge of the client and the client's business, especially in relation to tax matters
Collaborate on decisions on routine tax matters with a tax person or Tax Supervisor, Manager, Director, and/or Partner
Become responsible for reviewing the income tax accrual as directed by the Tax Supervisor, Manager, Director, and/or Partner
Maintain communication with Tax and Audit personnel on engagements regarding identified and ongoing tax issues
Bring unusual or significant tax questions to the attention of the Manager or Director
Research and propose a resolution to technical tax matters
Prepare complex income tax returns, including consolidated, multi-tiered, and multi-state tax returns
Wrap up tax return engagement according to engagement timetable and alert supervisor of scheduling concerns
Communicate with appropriate individuals within the firm on tax matters related to clients assigned
Coordinate the scheduling of tax accrual review and tax return preparation or review with the Audit Department
Monitor engagement budget on tax matters, alert the supervisor of potential concerns and, suggest fee modification actions
Demonstrate effective project management skills and inspire teamwork and responsibility by engaging team members and using current technology and tools to enhance the effectiveness of deliverables and service
May participate in preparing invoices and details of fees to clients
Become responsible for client adherence to compliance-related deadlines such as extensions, tax estimate requirements, and tax return filings
Control all aspects of client relationships related to budgets, client expectations, and billing
Assign work to staff based on their knowledge and capabilities
Provide supervision and on-the-job training to Staff assigned to engagements
Support training of team members by offering guidance, direction, and constructive criticism
Assist with developing training programs and act as an instructor in professional development programs
Mentor and develop the technical and professional skills of Tax Staff
Supervise and review the work of TBS In-Charge Accountants, TBS Staff Accountants, Client Service Providers, and Tax Interns
Develop personal priority goals and adhere to them
Participate in community involvement
Develop sales, writing, communication, interpersonal and other human relations skills
Develop an understanding of the economics of the tax business and its relation to the Firm
Support departmental goals, policies, and guidelines and make suggestions for improvement
Assume responsibilities as a 'champion' in specific departmental software applications or projects
Participate in other administrative activities and other duties as requested by the Partners, Directors, and/or Managers
Company
Symphona
Symphona is an accounting company.
Founded in 1945
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Alison Ergle Garrett, CPA
Tax Partner at Symphona ( formerly TJS Deemer Dana LLP)
Cindy Phillips
Partner
Company data provided by crunchbase