Tax Senior Associate at Smith Leonard PLLC

High Point, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Jan, 26

Salary

0.0

Posted On

10 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Compliance, Business Advisory Services, Client Relationships, Tax Research, Communication Skills, Project Management, Mentoring, Analytical Skills, Problem-Solving, Microsoft Office Suite, Tax Preparation Software, Interpersonal Skills, Attention to Detail, Proactive Service, Team Collaboration, Time Management

Industry

Accounting

Description

Description About Us Smith Leonard is a growth-minded, regional CPA firm with offices in High Point, Winston-Salem, Hickory and Lexington, NC. We’ve discovered that public accounting is not a one-size fits all proposition. Different firms offer varying experiences, culture and work environment. Smith Leonard is proud to be a firm that offers an approachable, yet professional culture with great work/life balance, including work from home options and 1/2-day Fridays in the summer. We are consistently rated one of the “Best Firms to Work For” by Accounting Today, a "Best Places to Work in the Triad", and a "Best Firms for Young Accountants." Our team is empowered and energized by the autonomy of local decision-making and community impact, but our affiliation as a BDO Alliance firm gives us access to scalability and far superior technical resources than you would expect from a firm that can also provide top-notch local customer service. Our daily work benefits include flexible schedules and “dress for your day” every day. We offer a casual, approachable environment for our team while delivering professional-level service to our clients and community. Smith Leonard offers a competitive compensation and benefits package, an excellent learning environment, and an appreciation for work-life balance. The benefits package includes health insurance (one option is 100% employer paid!), dental, vision, disability, life insurance, holiday and PTO pay, Thank You Days (floating holidays), 4-weeks of Paid Parental Leave for moms and dads, Annual Day of Service (company Volunteer Day), corporate wellness program, and 401K with a generous company contribution. Position Summary The ideal Tax Senior Associate candidate will possess 4-8 years of public accounting experience, a strong commitment to client service, attention to detail, ability to problem solve, and will be proactive with advice. Work Location Although Smith Leonard is very flexible with supporting remote and hybrid work, the Tax Senior Associate will need to currently live within or relocate to a reasonable commuting distance to one of our offices. Essential Job Functions: Provide tax compliance and business advisory services to individuals and businesses, including partnerships, S corporations, and C corporations. Provide thoughtful and proactive service to clients and collaborate with tax team members. Build client relationships with individuals, business owners, CFOs, and Controllers. Evaluate tax service procedures and recommend improvements. Manage multiple projects and work with engagement teams for various clients. Conduct preliminary tax research and summarize findings to address client inquiries. Communicate clearly and professionally with clients to gather tax-related information. Ensure compliance with professional standards, regulatory requirements, and firm policies. Maintain client files and organize supporting documentation for tax filings in accordance with firm protocols. Assist with internal initiatives such as process improvements, training programs, and quality control tasks including e-filing and document preparation. Mentor associates and interns by providing ongoing guidance, reviewing their work for accuracy and completeness, offering constructive feedback, and supporting their professional development through knowledge sharing and coaching. Participate in and lead continuing professional education (CPE) courses and training programs. Accurately track and record time using the firm’s time entry system, ensuring proper documentation of billable hours, client work, and project activities in compliance with firm policies. Skills & Abilities: · Excellent research, analytical, and problem-solving skills. · Exceptional verbal and written communication skills, with the ability to clearly articulate complex tax concepts. · Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and tax preparation software. · Demonstrated ability to manage multiple projects and meet deadlines. · Strong interpersonal skills and a commitment to providing exceptional client service. · Ability to work effectively both independently and as part of a team. · Willingness to work extended hours during peak tax seasons. · Demonstrated alignment with our firm’s mission to develop relationship-driven professionals who deliver an exceptional client experience and collaborate in a fun and rewarding environment. Experience: · 4-8 years of public accounting experience in a tax environment dealing with a variety of clients and accounting assistance. · Exposure to bookkeeping, financial statement preparation, or general ledger reconciliation, as well as familiarity with IRS tax forms (1040, 1120, 1065, etc.) and state tax filing requirements required. Education: · Bachelor’s degree in accounting, Finance, or a related field is required. · Master’s degree in accounting, Finance, or a related field (or currently pursuing) is preferred. CREDENTIALS / LICENSES / CERTIFICATIONS / professional standards: · Certified Public Accountant (CPA) certification (or currently pursuing) preferred. Physical Requirements: · Ability to sit, stand, walk, and move around for extended periods of time. · Ability to lift and carry light weight objects (up to 10 pounds) · Ability to work in a fast-paced environment with moderate noise levels. · Ability to hear and communicate effectively with clients, staff, and other stakeholders. · Ability to use a computer and other office equipment for extended periods of time. · Ability to travel up to 10% of the time for client engagements or firm-related activities (primarily day travel, infrequent overnight travel). An Equal Opportunity Employer: Smith Leonard is an equal opportunity employer and administers all personnel practices without regard to race, color, religious creed, sex, gender, age, ancestry, national origin, mental or physical disability or medical condition, sexual orientation, gender identity or expression, marital status, military or veteran status, genetic information, or any other category protected under federal, state, or local law.

Responsibilities

The Tax Senior Associate will provide tax compliance and business advisory services to individuals and businesses while building strong client relationships. They will also evaluate tax service procedures and mentor associates and interns.