Senior Tax Associate

Job Description Position- Senior Tax Associate Not For Profit – Public Accounting Location-Hybrid upon completion of in office training Classification- Full-time, salary, exempt Summary of Responsibilities: As a Senior Tax Associate at Daniel A. Winters & Company, you will be consulting with clients to help address their tax and accounting concerns. We are seeking a detail-oriented tax professional who possesses an in-depth knowledge of tax rules and regulations. The ideal candidate will have experience preparing tax and information returns including 990, 5500, 990-T, 1040 and related state returns. This position requires expertise in tax return preparation and review, strategic tax planning, tax research, as well as strong skills in client relationship management and personnel supervision. Essential Functions: Under the direction of the firm’s professional staff, including Managers and Partners, you will work on the following: 1. Preparation of tax returns. Information returns and regulatory filings. 2. Conduct tax-related research for complex issues. 3. Manage and review various tax returns and projects. 4. Diverse and challenging assignments. 5. Interact closely with firm personnel and clients to provide excellent, comprehensive tax reporting, consultation, and compliance services in a timely and effective manner. 6. Detailed analytical analysis and documentation. Additional Information: As part of your professional development you will continue your professional education through in-house training, interactive and group sessions designed by educational institutions, third party sponsored training, self-study instructional materials and on the job training including venues outside the firm, as appropriate. Your progression to more challenging assignments is only limited by your desire to advance within the firm. This position is a truly professional career opportunity, working at the highest level of public accounting with many excellent clients on complex and rewarding work. Qualifications: While it is preferred candidates possess a CPA and BS or BA in Accounting, degrees with essentially equivalent education will be considered. Candidates should have two years’ experience in a similar role. Strong analytical and communication skills; proficiency in Microsoft Excel and Word and Microsoft Outlook; expertise with tax software, preferably Wolters Kluwer; ability to prioritize and meet deadlines; initiative, integrity and professionalism are all essential for this job. Company Profile and Working Conditions: Daniel A. Winters & Company, founded in 1929, is a growing regional public accounting firm providing auditing, accounting, tax and management advisory services to a broad range of clients. Located in scenic Chadds Ford, PA we are twenty miles southwest of Philadelphia. The firm heavily focuses on training and the extensive utilization of computers by all staff. You will be exposed to a variety of accounting, auditing and tax issues while providing our clients with the highest levels of service. Clients’ assets are in excess of $25 billion in a well-rounded practice which spans a variety of industries including certain specialized niches. Firm clients include not-for-profit organizations, corporations, high net worth individuals and multi-billion and multi-million dollar employee benefit plans. All partners have national firm credentials and technical abilities. The work environment is professional and focused on providing the highest level of service for a variety of interesting and varied projects including auditing, tax, tax research, consulting, management advisory and agreed-upon procedure services. We seek independent, quality-oriented candidates looking to advance within the firm who we can mentor and assist in furthering their professional career and development. Software applications are all best of class including CCH Engagement electronic workpapers, CCH Tax, IDEA data analysis software, and Microsoft Office. The firm’s principal offices are in Chadds Ford, PA in the southeastern corner of Pennsylvania, between Wilmington, DE and West Chester, PA. We serve clients in various geographic locations including the greater Philadelphia metropolitan area. Because we are located outside of the city limits of Philadelphia, our employees who work in our offices are not subject to the City of Philadelphia Wage Tax when work is performed in our offices. Compensation and Benefits: Daniel A. Winters & Company offers excellent compensation, bonus opportunities, a full range of benefits with health insurance choices that include coverage fully paid for by the Firm and benefits including prescription plan, dental coverage, life insurance, disability insurance, paid vacation, personal time off, holidays, 401(k) plan with company match and assistance with passing the CPA exam including up to $2,500 toward CPA review courses and exam costs. This job description does not list all the duties of the job. You may be asked to perform other assignments and duties. You will be evaluated in part based on your performance of the tasks listed in this job description. Job Type: Full-time Salary: $76,000.00 - $108,000.00 annually Benefits: • 401(k) • 401(k) matching • Roth 401(k) option • Dental insurance • Disability insurance • Health insurance • Health savings account option • Life insurance • Paid time off • Vision insurance • Work from home Physical setting: • Office Schedule: • Monday to Friday Supplemental pay types: • Potential to earn bonus pay. Health considerations: Safety of Firm personnel and people with whom they interact is a priority in assessing protocols including government mandates related to the novel coronavirus pandemic. Ability to commute/relocate: • Chadds Ford, PA: Reliably commute or planning to relocate before starting work (Required) Education: • Bachelor's (Preferred) Experience: • Tax and Accounting: 2 years (Required) • Microsoft Excel: 2 years (Required) Job Type: Full-time Pay: $76,000.00 - $108,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Health savings account • Life insurance • Paid time off • Vision insurance • Work from home Ability to Relocate: • Chadds Ford, PA 19317: Relocate before starting work (Required) Work Location: Hybrid remote in Chadds Ford, PA 19317