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Senior Tax Associate

Energetic professional to prepare annual Federal and state returns for public charities and private foundations, some of which may require bookkeeping. The ideal candidate will be a highly motivated self-starter who works well with minimal supervision. The position offers opportunities and promotion potential into a manager role within 2 – 4 years.

Responsibilities

  • Prepare federal and state returns for exempt organizations, including summarization of financial information
  • Communicate clearly and efficiently with clients and IRS.
  • Research relevant topics and questions to provide follow-up reports.
  • Work with a team to help manage client engagements from start to finish, including planning, executing, and completing tax projects while effectively controlling time and expenses

Required Qualifications

  • Bachelor's degree in accounting
  • CPA certificate or intent to seek certificate
  • Excellent oral and written communication skills
  • 2 – 7 years of experience in public accounting tax practice preparing tax Forms including but not limited to 1040, 1041, 1120, 1065, 990, and 990-PF.
  • Advanced understanding of accrual basis and cash basis of accounting including preparation of journal entries and compilations of balance sheet and income statements
  • Ability to organize multiple engagements and projects, identify and resolve barriers, prioritize, and meet deadlines, including providing status updates on upcoming deadlines.
  • Ability to analyze financial information, interpret tax rules, and work efficiently
  • Proficiency with Microsoft Office Suite and Adobe Acrobat

Desired Qualifications

  • Experience providing tax services to private clients and/or family groups, interpreting complex investments and analyzing charitable giving issues
  • Proficiency with tax preparation and research software, Lacerte, CCH Axcess and RIA Checkpoint preferred
  • Experience working with investments and the related accounting.
Why consider joining BV? Our work environment is casual with a focus on collaboration and work life balance. Work hours can be flexible to fit your schedule (e.g., 7-3 or 10-6 rather than just the traditional 9-5) and can be performed at the office, remotely or in a hybrid model. Working at a boutique firm such as ours will enable you to become a “subject matter expert” sooner than you would in a traditional firm because of our exclusive focus. Our emphasis on high standards for our work will instill in you a careful attention to detail as well as the importance of a big picture view. You will routinely interact with nonprofit executives and participate in tax department meetings to assist in the management and growth of the practice. Additionally, you will be encouraged to develop skills that can be used in all aspects of your career such as research techniques, client interaction skills and leadership growth.
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