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Tax Senior Associate
Ref No.: 16-10227
Location: Houston, Texas
Essential Duties and Responsibilities include the following. Core Competency is the demonstrated ability to carry out the primary responsibilities of the job which should be reflected in the essential duties section of the job description.
  • Adhere to the Firm's policies and procedures, ACTION philosophy, demonstrate their importance to others, and provide input to management on suggested modifications to Firm policies and procedures as necessary.
  • Work closely with all team members to identify and resolve issues encountered in engagement objectives through effective and timely communication.
  • Consistently assume responsibility for assigned engagements under the supervision of more experienced staff and prepare tax returns and/or communicated engagement objectives with limited guidance.
  • Keep supervisors apprised of assignment status and progress through timely communication.
  • Maintain and continue to develop good working relationships and demonstrate effective communication with client personnel at appropriate levels.
  • Exhibit initiative and sense of responsibility by ensuring follow through of open items and issues through completion.
  • Demonstrate the ability to plan, prepare, and deliver work independently with limited supervision.
  • Demonstrate the ability to prioritize and manage multiple assignments of varying sizes and complexity within given timeframe and budget.
  • Continue to develop knowledge of all services offered by the firm and look for cross-selling opportunities.
  • Continue to expand understanding of tax and accounting concepts and knowledge.
  • Gain an understanding of the firm's billing standards and look for opportunities to become responsibly involved in billing.
  • Continue development of technical expertise in niche area and gain an understanding of the industry as a whole.
  • Establish and maintain good working relationships and demonstrate effective communication with client personnel at appropriate levels.
  • Research and resolve technical and complex tax return and accounting issues, consulting with more experienced staff as necessary.
  • Prioritize and manage multiple assignments of varying sizes and complexity within given timeframe and budget.
  • Participate with planning activities related to assigned projects.
  • Assist and mentor staff, actively cultivating an environment that challenges, encourages, and fosters learning.
  • Monitor and supervise progress of staff in all engagement phases; provide performance feedback when needed.
  • Effectively delegate tasks to facilitate professional development and efficient utilization of firm resources.
  • Demonstrate a thorough understanding of the clients operations and accounting systems, financial condition, and the industry in which it operates.
  • Maintain appropriate professionalism in client and team interactions.
  • Responsible for ensuring that deliverables and workpapers produced by team members are clear and concise, and comply with firm standards.
  • Demonstrate the ability to identify and develop budget and deadline considerations and strive for adherence.
  • Work with your Direct Report to develop a charge goal, along with a plan to achieve and monitor your monthly and annual goal.
  • Work with direct report manager to develop an appropriate plan of professional development, professional reading, and CPE, and take responsibility to ensure that plan is achieved.
  • Demonstrate significant progress towards acquisition of CPA license if not already licensed.
  • Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPA's in discharging their professional responsibilities.

Education:
  • Bachelor's degree in Accounting or related field.
  • Masters degree in Accounting or related field preferred.
Skills:
  • Proficient with Microsoft Excel, Word, Outlook.
  • Excellent written and verbal communications skills.
  • Team orientation and strong interpersonal skills.
  • Strong project management skills.
  • Demonstrate independent thinking and strong decision-making skills.
  • Sufficient technical skills to perform all essential duties and responsibilities for the position.
  • CPA candidate required, CPA strongly preferred.
  • 3- 4+ years of public accounting experience, industry, or a combination of public accounting and industry, with a strong background in Partnerships.
  • Experience supervising 2 to 6 or more individuals.
  • Experience in managing multiple project and engagement teams for various clients

Employee Referral Program Eligible
More Information About the Job
Is Relocation Available?
Yes, regional

Are you open to sponsorship?
No

Are there flexible work hours?
No

Is there a possibility to work remote?
No

This position is:
New Position

Is there a bonus structure?
5%

Is there equity?
No

Who does this position report to?
Partner in Tax **NOTE: Relo is paid out in a "sign on " bonus. Candidates will not be paid to move before starting. This amount is negotiated during interview.** **NOTE: Yearly bonus is paid based on firm and individual performance and varies year to year. The 5% listed is just to designate that a bonus is offered. Bonus is certainly competitive with other firms.**

Does this position have direct reports?
Yes

What are the 3-4 non-negotiable requirements on this position?
- Candidate MUST come from public accounting background - Prefer candidates come from Big 4 Accounting background - If not Big 4, then need to come from regional firm with 100+ employees - CPA is a MUST

What are the nice-to-have skills?
- Weaver looks for steady career progression - DO NOT want candidates who have been out of public for more that 1+ years -backfill -phone or f2f -relocation, have to get TX CPA license, bonus structure on the first paycheck that goes to relo

What is exciting about this opportunity? Please use this section to describe team and company culture.
Weaver offers the same resources as a BIG 4 with much greater work/life balance. Offers a 60hr/wk cap during busy seasons and flexible work hours outside of busy season. Multiple company events, happy hours, etc. to promote family environment