Tax Senior

MANDATE FOR THE ROLE

Responsible for preparation and completion of work papers and client deliverables (i.e. tax returns). This individual directly supports the Manager/Senior Manager/Principal, and ultimately the Partner.

KEY DIMENSIONS

· Prepare all tax deliverables through assignment of returns and related filings (extensions, etc) for assigned clients/entities; modifiy deliverables upon review by Manager/Senior Manager/Principal. Maintain work standards that minimize risk exposure

· Provide detailed focus on assigned projects, and alert the Manager/Senior Manager/Principal of technical tax issues that may arise; participate in discussions regarding resolution of tax issues

· Begin to learn and apply Catalyst Family Office comprehensive approach by identifying potential tax issues and coming up with possible solutions to review with Tax Manager, Senior Manager or Principal

· Deliver timely and quality work products, i.e. tax returns and work papers that meet or exceed internal (Manager/Senior Manager/Principal) and external (client) expectations. Apply tax knowledge to individual client situations

· Develop ability to research technical tax issues and assist client service team in forming conclusions related to complex tax issues

· Support management of existing client revenue through review of work in progress (WIP's) and preparation of billings for special projects/consulting services provided to the client

· Begin to form initial networks of internal and external (attorneys and brokers) parties to form strong working relationships that may grow existing business and/or lead to development of new business opportunities

· Proactively communicate areas where technical tax knowledge is needed, and work with Manager/Senior Manager/Principal to determine personal development

· Mentor and help Managers train and supervise tax associates

ACCOUNTABILITIES

• Develop tax knowledge by applying technical skills to assigned projects under direct guidance from the Manager/Senior Manager/Principal; This individual gains an understanding of the client’s financial, business and family goals
• Prepare tax deliverables: multitasking preparation of work papers, input of data to tax return software program, i.e. CCH, uploading and printing (if necessary) of all applicable filings/returns for review by the Manager, Senior Manager or Principal. Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers

KNOWLEDGE AND SKILLS

Knowledge:

• BA/degree in Fin, Econ, Business, Accounting preferred, MBA or MST highly; CPA desirable
• 2 yrs exp dealing with individual, fiduciary and entity tax compliance and tax issues. Strong accounting and analytical skills, basic knowledge concerning investments and financial & estate planning.

Skills:

• (Exp Continued) (EXP Continued): Client service orientation combined with creative problem solving skills, strong analytical skills, strong written and verbal communication skills; ability to manage personal time, effort and work