Tax Services Senior Associate - State
Core
US state and local tax compliance, including preparation and review of state income tax returns, multi-state allocation/apportionment, and state credits.
Role type
Senior Associate (Senior Staff) Tax Specialist (State & Local)
Builds
US state and local tax returns and workpapers for clients
Domain
Accounting / Tax Compliance (US State & Local)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
US income taxation, multi-state tax, state modification calculations, allocation and apportionment, state credits, tax return preparation, workpaper review, client meeting management, engagement timeline management, tax research
Preferred skills
CPA or Enrolled Agent certification, Big 4 or large national/regional firm experience, corporate tax experience, analytical problem-solving, process improvement, MS-Office, Alteryx
Technologies
OneSource Income Tax, CCH, Go system, MS-Office, Alteryx
Responsibilities
Prepare and detail review of US state and local income tax returns; Calculate state taxable income and state modification calculations; Participate in state estimated and extension tax payments process; Conduct research on client issues and communicate findings; Manage client engagement timelines and priorities; Provide mentorship to junior staff and interns
Seniority
Mid-Senior, hands-on IC
