{"start":0,"count":1,"data":[{"publicDescription":"This position is being recruited for Chêne Private Tax, LLC.
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\nReporting to the Tax Manager, the Tax Senior Associate prepares the practice's complex returns and is the first line of review on simple returns.
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\nThe Senior Associate prepares multi-state individual, fiduciary, partnership, and gift returns; builds quarterly estimates and projections; reviews the work of junior staff; and may work directly with clients on open items. The role is built for a professional who has shown progression in the complexity of returns handled and who wants the technical depth of a private-client practice. The successful candidate will be accurate, organized, and confidential, with hands-on experience preparing complex individual, trust, and partnership returns.
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\nDuties and Responsibilities
\nPreparation, Review & Compliance\n\n\t- Prepares complex individual (Form 1040), fiduciary (Form 1041), partnership (Form 1065), S corporation (Form 1120-S), and gift (Form 709) returns, including state filings, to the practice's workpaper standard.\n\t
- Tracks basis, capital accounts, and K-1 flows for flowthrough entities; reconciles brokerage and K-1 reporting.\n\t
- Prepares extensions and responds to IRS and state notices under direction of the Tax Manager.\n\t
- Prepares quarterly estimates and year-end projections; prepares payment vouchers and communicates amounts and due dates to clients.\n\t
- Develops and delivers planning ideas within the scope set by the Tax Manager.\n\t
- Reviews returns and workpapers prepared by junior staff before they reach the Tax Manager.\n\t
- Researches technical questions for specific client matters.\n\t
- Keeps organized, reviewable workpapers.\n\t
- Performs client work on time, in scope, and within budget.\n
\nClient Communication & Development\n\n\n\t- Communicates with clients and their advisors on documents, open items, and deadlines.\n\t
- Assists in training the Tax Associate.\n\t
- Participates in firm training to develop technical skills.\n\t
- Other duties as directed by the Tax Manager or the Senior Director, Private Tax.\n
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\nRequirements & Preferences
\nRequired\n\n\n\t- Bachelor's degree in accounting or a related field.\n\t
- Meets the requirements to sit for the CPA exam, or holds an EA credential.\n\t
- Three or more years of tax experience in public accounting or a private-client tax practice, demonstrating a progression in the complexity of returns prepared.\n\t
- Hands-on preparation of complex individual, trust, and partnership returns, including multi-state filings.\n\t
- Proficiency with professional tax software (CCH Axcess preferred) and Microsoft Office, with strong Excel skills.\n\t
- Accuracy, organized workpapers, and plain written and verbal communication; ability to work calmly under deadline pressure and prioritize a heavy workload.\n\t
- Demonstrated ability to maintain strict confidentiality with sensitive financial information.\n\t
- Extended hours during the filing season, February through April and September through October; a standard week outside the season.\n
\nStrongly Preferred\n\n\n\t- Active CPA license.\n\t
- Master's degree in taxation.\n\t
- Concentration in trust, estate, gift, and fiduciary income tax preparation.\n\t
- Experience with oil and gas minerals, real estate partnerships, and family office clients.\n
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