Senior Tax Associate

🕒 vor 4 Monaten

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Sorren

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1001 - 5000 Mitarbeiter

Gegründet 2025

🤝 B2B

💸 Finanzen

🤝 Non-Profit

B2B • Finance • Non-profit

Sorren ist eine der Top-50 Wirtschaftsprüfungs- und Beratungsfirmen, gegründet von gleichgesinnten Führungspersönlichkeiten aus 13 Unternehmen. Sie bietet Dienstleistungen in den Bereichen Assurance, Steuern, Buchhaltung, Beratung und für Privatkunden an. Das Unternehmen führt Prüfungen, Steuerplanung und -vertretung, Buchhaltung, Controller/CFO-Dienste, Unternehmensbewertungen, Transaktions- und forensische Beratungen sowie Family Office- und Nachlassplanungsdienste für Unternehmen, gemeinnützige Organisationen, staatliche Einrichtungen und vermögende Privatpersonen durch. Sorren legt großen Wert auf lokales Engagement, proaktive strategische Beratung und maßgeschneiderte Lösungen, um Kunden bei der Bewältigung komplexer finanzieller und regulatorischer Herausforderungen zu unterstützen.

Beschreibung

• Conduct interviews with client technical and financial personnel to gather information on qualified research activities and expenses under IRC §41. • Draft technical project documentation, ensuring audit readiness and alignment with IRS standards. • Prepare R&D tax credit calculations involving W-2 wages, supply costs, contract research, and cloud hosting. • Conduct reviews of deliverables, identifying and resolving inconsistencies, gaps, or errors before submission to Managers or Associate Directors. • Ensure formatting, terminology, and content align with firm templates and quality standards. • Maintain clear, organized workpapers and documentation in accordance with internal processes. • Maintain accurate tracking of project tasks, deliverables, and deadlines using the firm’s project management systems. • Participate in internal initiatives related to methodology improvements, technical training, and documentation standards. • Adhere to SOPs, internal style guides, and quality control procedures. • Take full responsibility for the quality and completeness of assigned tasks and reviews. • Communicate proactively with managers about risks, blockers, or inconsistencies in client data or deliverables. • Exhibit consistency, clarity, and reliability in all work, contributing to the firm’s high standard of delivery. • Ownership of meeting personal KPI metrics. • Communicate effectively with team members and clients, providing updates and addressing questions. • Supervise, train, and mentor associates and interns to enhance team performance and skill development. • Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving. • Stay updated on tax laws and best practices through ongoing training and independent learning. • Manage engagements efficiently, meeting deadlines, particularly during high-demand periods. • Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership. • Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

🎯 Anforderungen

• Bachelor’s degree required (e.g., Engineering, Computer Science, Biology, Accounting, or related technical discipline) • Minimum of 1-3 years of experience in R&D tax credit consulting • In-depth understanding of tax laws, regulations, and compliance requirements • Proficiency in tax preparation software and accounting tools • Excellent attention to detail and accuracy in calculations and document reviews • Strong verbal and written communication skills to effectively interact with clients and team members • Exceptional organizational and time management skills to handle multiple priorities and meet deadlines • Leadership and mentoring abilities to supervise and develop junior staff • Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

🏖️ Vorteile

• Generous paid time off • Comprehensive medical, dental, and vision coverage, plus life and disability insurance • 401(k) retirement savings plan • Paid holidays, including a firmwide winter break (December 24 – January 1) • Paid parental leave (available after one year of service) • Mentorship and career development programs • CPA exam support to help you succeed on the path to licensure • Firm-sponsored events and spontaneous team activities • Celebrations to mark milestones like the end of busy season and the holidays