CMJ, LLP · 4 hours ago
Senior Associate, Tax & Advisory Services
Queensbury, NY
Full-time
Onsite
Mid, Senior Level
$70K/yr - $90K/yr
3+ years expCMJ, LLP is a cohesive team offering a full scope of services and solutions to drive the success of their clients’ businesses. The Senior Associate, Tax and Advisory Services is responsible for preparing tax returns, performing complex tax research, managing client relationships, and overseeing tax compliance for various clients.
AccountingFinanceFinancial Services
Responsibilities
Prepares personal, corporate, partnership and fiduciary tax returns
Acts as a resource for tax staff
Performs complex tax research
Prepares projections and becomes involved in planning for complex clients
Supports accounting and auditing partners, managers and staff in client meetings
Reviews tax accruals and associated work papers
Tax Compliance Oversight: analyzes and interprets IRS notices and drafts responses
Represents clients before the IRS and state tax authorities
Participates in tax department administrative projects
Acts in In-charge for personal tax return clients and business clients
Acts as key client contact person for select business and personal engagements
Produces quality work with efficiency and attentive client service
Manages their own client base, usually a notable number of clients and billing amounts, including preparing invoices to clients, communicating fee details to clients, client relations and engagement management
Establishes good working relationships with staff members at all levels
Demonstrates initiative, creativity and imagination in solving work and client problems
Assists with recruitment and training of other tax department personnel
Develops entrepreneurial approaches to client service and maintains good working relationships with clients and staff
Maintains contacts with peers, develops network of business contacts, meets with prospective clients and cultivates referrals
Accepts volunteer positions in community organizations
Continues to develop industry expertise
Develops a broad general knowledge of economic, political and business conditions
Performs related duties as may reasonably be necessary in the course of business
Qualification
Required
Bachelor's degree in accounting or other related program or Associate's degree in related field with relevant work experience
Minimum 2+ years of experience in public accounting desirable
Proficiency in use of computers, tax software programs and Microsoft Office
Ability to translate complex information into understandable and usable client language/terminology
Excellent social skills and people skills essential
Preferred
Advanced degree or enrollment in an advanced degree program (MS Taxation, MBA, or MS Accounting) desirable
CPA certification or other Professional designation desirable
Completion of career development programs designed to enhance management, communications, and interpersonal skills
Benefits
Annual performance and marketing bonuses
Flexible scheduling before and after tax season (including but not limited to the summer months)
Health, dental, vision, supplemental disability and life insurance plans
Paid time off including holidays
401(k) retirement plan staff contributions matched by the Firm
Professional development
Professional attire subsidy for new hires
Health club subsidies
Company
CMJ, LLP
CMJ, LLP works as an advisor to your management team, providing sound, informed advice that contributes to the growth and long-term stability of your business.
11-50 employees
Funding
Current Stage
Early StageRecent News
2023-08-22
Company data provided by crunchbase