Senior Tax Associate

OPPORTUNITY:

We are seeking talented and accomplished professionals who have been in client-facing roles to join our expanding auditing and tax practice in our Fort Lauderdale and West Palm Beach offices.  This is your opportunity to use the breadth of your accounting skills to join an elite and growing local firm CPA that offers many opportunities!

Essential Functions:

• This is an upper – level tax position.
• You will be responsible for utilizing your educational background as well as communication and organizational skills by reviewing and preparing tax returns, performing tax research, and working with firm Partners, Managers and clients on tax matters.
• Actively monitor aspects of engagement and work directly with Partners on 50% of engagements, while working with tax manager on 50%.
• Familiarity with standard tax practices and procedures and the ability to apply them to each project assigned. Senior level knowledge of Partnership, S Corporation and HIGH Net Worth  Individual tax laws as a requirement of the position with Trust, Gift and Estate and C Corporation tax experience a “plus”.
• Excellent interpersonal skills including the ability to manage and develop a team.
• Seeks advice of appropriate superiors regarding issues or problems relating to compliance and consulting.
• Overtime hours required during tax seasons.
• Templeton currently requires 3 to 4 days in-office hybrid work environment.
• A positive and willing attitude is absolutely essential.

QUALIFICATION GUIDELINES

Knowledge, Skills, and Abilities:

• Strong analytical skills and an attention to detail. Tax research skills a must with ability to identify and assist with implementation of tax planning and tax savings strategies a plus.
• Ability to perform work with supervision from Tax Partners and Managers.
• Familiarity with standard tax practices and procedures and the ability to apply them to each project assigned. Senior level knowledge of Partnership, S Corporation and HIGH Net Worth Individual tax laws as a requirement of the position with Trust, Gift and Estate and C Corporation tax experience a “plus”.
• Good interpersonal skills including the ability to manage and develop a team.
• Seeks advice of appropriate superiors regarding issues or problems relating to compliance and consulting.
• A positive and willing attitude is absolutely essential!

Training and Experience:

• Bachelor’s in Accounting required, Master’s in Taxation or LLM a plus, minimum of 2-5 years public accounting experience (Big 4 and / or Regional Accounting firm experience a plus) and strong demonstrated progress to pursue CPA license if not already licensed. Experience with Microsoft Office Suite environment is required. Experience with tax technology similar to CCH WK, ProSystem Tax, Engagement, Fixed Asset software – are all required.
• ASC 740, ASC 740-10 is a plus.
• Multi-state experience is a requirement.
• Exceptional client relationship skills essential.
• Effective writing, communication, and tax research skills necessary, experience with tax technology a must.
• Experience managing staff a plus.
• Client billing and administrative skills a plus.