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Senior Tax Associate

San Diego, CA

Order: 49504

As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states.


Essential Functions and Primary Duties


Complete all aspects of tax engagements for clients including status updates to engagement managers and adhere to all quality control standards as required

Demonstrate understanding of the client’s business including analysis and planning of client engagements

Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed

Achieve charge hour goals

Review Associates’ tax work: provide constructive review points

May supervise Associate’s on engagements

Train and mentor associate staff

May be involved in the client billing process by assisting Managers or Directors

Identify and begin to develop knowledge in selected specialty practice

Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements

Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements

Execute administrative duties as assigned

Additional responsibilities as assigned


Minimum Qualifications Required


Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred

3 years of experience in public accounting or related field

1 year supervisory experience preferred

CPA candidates preferred

Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

Proficient use of applicable technology


NOTE: Candidates that are offered a position are required to pass pre-employment drug and background screening. Qualified candidates with criminal histories, are considered in a manner that is consistent with local, state and federal laws.


Qualified candidates please email Kelly McCarthy: kmccarthy@suna.com