Senior Associate of Tax Services

Posted 5 Days Ago
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Miami, FL
Mid level
Fintech • Financial Services
The Role
The Senior Associate of Tax Services manages client relationships by providing tax preparation, planning, compliance, and advisory services. Responsibilities include preparing tax returns, reconciling accounts, conducting tax research, and mentoring staff. The role involves regular communication with clients and staying informed on tax regulations to ensure satisfaction and compliance.
Summary Generated by Built In

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.

Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, and New York City. 

With more than 300 accountants, tax specialists and consultants, we are one of the largest accounting firms in South Florida and one of the top 100 firms in the United States. 
 
We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations and beliefs. 

JOB DESCRIPTION 

Under the supervision of the Managers and Directors of the Firm, the Senior Associate of Tax Services is the primary assistant to clients. A Tax Senior provides a full-service approach to tax preparation, tax planning and compliance, estate planning, international taxation, business tax solutions, mergers, and acquisitions. 

 

Major Responsibilities: 

 

  • Prepare and review tax returns for individuals, partnerships, and corporations 
  • Reconcile tax expense and liability accounts 
  • Assist with income tax research and planning 
  • Quantify and document federal and state income tax liabilities for tax returns, extensions, and estimated payments. Activities include quantifying book/tax adjustments, federal/state modifications, and state apportionment 
  • Quantify and document calculations for FAS (Forensic Advisory Services) 109. Activities include quantifying the effective tax rate and current and deferred income tax expenses and taxes payable 
  • Maintain strong client relations 
  • Train and mentor staff on tax projects and assess performance for engagement and year-end reviews 
  • Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively 
  • Consult, work with, and service clients to make recommendations on business and process improvements and serve as a business advisor to clients 
  • Attend professional development and training sessions on a regular basis and stay informed regarding tax changes and issues that could affect clients 
  • Responsible for billing clients 

 

Preferred Qualifications: 

 

  • Three (3) or more years of public accounting experience in a tax department 
  • Experience with a large public accounting firm 
  • Ability to supervise 
  • Ability to handle client communication responsibilities 
  • Bachelor's Degree in Accounting and CPA (Certified Public Accountant) 
  • Master's Degree in Taxation, LLM in Taxation or JD a plus 
  • Excellent analytical, technical and tax accounting/technology skills with proficiency in US GAAP (Generally Accepted Accounting Principles) and tax compliance and consulting 
  • Ability to work additional hours as needed 

 

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

The Company
Boca Raton, , Florida
364 Employees
On-site Workplace
Year Founded: 1980

What We Do

Berkowitz Pollack Brant is one of the largest public accounting firms in the Southeastern US. Our team of accounting and consulting professionals work with affiliate firms Provenance Wealth Advisors, BayBridge Capital Advisors and BayBridge Real Estate Capital to bring clients a comprehensive approach to income, estate, financial and business planning.

Our main areas of focus include domestic and international tax, audit and assurance services, business advisory services, estate and corporate planning, forensic accounting, litigation support and business valuation.

Our clients are entrepreneurs, executives, and privately held and publicly traded companies in the United States and Latin America.

We have been recognized by both Accounting Today and INSIDE Public Accounting as one of the top 60 firms in the U.S. and INSIDE Public Accounting named us one of the "Best of the Best"​ CPA firms in America 19 times.

For more information, visit www.bpbcpa.com, www.provwealth.com, www.baybridgecapitaladvisors.com or www.baybridgerec.com

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