Associate, Senior Job Description
Associate, Senior Duties & Responsibilities
To write an effective associate, senior job description, begin by listing detailed duties, responsibilities and expectations. We have included associate, senior job description templates that you can modify and use.
Sample responsibilities for this position include:
Associate, Senior Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Associate, Senior
List any licenses or certifications required by the position: CPA, CFA, PKI, ASCP, CPP, HT, BCI, DRII, PMI, QAT
Education for Associate, Senior
Typically a job would require a certain level of education.
Employers hiring for the associate, senior job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Taxation, Business, Economics, Engineering, Computer Science, MBA, Business/Administration, Graduate
Skills for Associate, Senior
Desired skills for associate, senior include:
Desired experience for associate, senior includes:
Associate, Senior Examples
Associate, Senior Job Description
- Review complex business and individual tax returns
- Strategize with Managers regarding tax planning
- Provide recommendations, actively and independently research issues
- Identify accounting, business and tax issues/opportunities and develop solutions/recommendations
- Clearly communicate recommendations verbally and in writing that aligns the tax or audit function with business objectives
- Understand different software development methods and train peers on the technical nuances of software development
- Lead interviews with the computer science personnel to discover information that represents research and development activities
- Translate technical software development activities into IRC § 41 & IRC § 199 definitions for qualified research and development
- Work with a group of engineers to develop operational solutions for a service industry practice
- Work autonomously to design, code, test, document, and debug programs
- BA/BS in finance, economics, or business related studies
- Weekly 5 days working with Saturday & Sunday as a fixed off
- CPA candidate or certified preferred
- Proficient in QuickBooks (online and desktop), Excel, Word, PowerPoint and Outlook
- Experience with Lacerte or similar tax software
- At least seven (7) years’ experience with commercial real estate
Associate, Senior Job Description
- Prepare and distribute monthly cost centre reports on a timely basis, provide accurate support to explain the various cost allocations and movements
- Provide assistance in responding to questions / requests for information to auditors, regulators
- Escalating problems / issues to the team manager on a timely basis and participating in resolution
- Support the production of the annual expense budget and periodic forecasts from a transversal perspective within PM
- Provide cross-training to colleagues and perform specific duties as assigned
- Participate in projects and upgrades of systems at the request of the team manager
- Record Corporate Actions ensuring that they are process in line with Generally Accepted Accounting Principals
- Responsible for the calculation of client level and composite level and assuring compliance with the GIPS standards
- Coordinate the calculation and tracking of Client fee billings and related accruals
- Responsible for establishing and maintaining internal controls around the accrual of income and the daily valuation of client portfolio
- Knowledge of web server infrastructure, database performance tuning, and programing in HTML
- Experience documenting software development projects and developing web based real time data collection applications
- Fifty percent travel (primarily in the Mid-Atlantic Region)
- Minimum two years of Co-op, internship or full time industry experience
- Bachelor’s degree in Computer Science / Engineering, MIS, or equivalent degree from an accredited college or university
- Proficiency in at least one programming language such as Java, C, C++, C#, Visual Basic, or similar, in addition to working knowledge of SQL, database concepts, common software design patterns, data structures and algorithms
Associate, Senior Job Description
- Rule 144A/Equity Offering Support
- Divestiture Support
- Support management with building and maintaining client relationships
- Works with the Manager, implementation groups, develops budget allocations across media, media mix scenarios
- Provides research and analysis to assist with various issues that arise in the execution of the tactical plan
- Manages growth and responsibilities of Planning Associate
- Perform month-end intercompany allocation calculation to facilitate the regional group charges and other billing and explain reasons for variances compared to previous months
- Perform reconciliation between Financial Accounting ledger and sub-ledger accruals, prepayments, receivables, etc, to substantiate balances and breaks solving, if any
- Coordination with Tax teams to participate in the annual SLA updation process with counterparties
- Document DHS OCFO’s annual planning process to determine the scope of DHS financial management initiatives that will support the Department’s efforts to obtain financial statement audit and internal control opinions, with the ultimate goal of obtaining an unqualified opinion on internal controls over financial reporting
- Strong planning, research, and communication skills
- Two years of focused Exempt Organization tax experience in an accounting firm, organization, and/or law firm
- Licensed CPA or Attorney preferred
- Three years of valuations experience
- Experience with structured credit asset classes such as CMBS, CLOs/CDOs
- Three years experience in Corporate Tax
Associate, Senior Job Description
- Prototype/POC development to enable client specific and general go-to market solutions
- Economic modelling
- Development of relationships with clients
- Obtain and evaluate data from comparable assets to support assumptions
- Utilize knowledge of real estate operations to evaluate potential transactions
- Evaluate and analyze financial projections from Acquisitions
- Ensure entire transaction team is aware of deadlines and documentation requirements
- Coordinate due diligence reviews
- Collect, organize, review and manage inventory of due diligence documents
- Close real estate acquisitions through title and escrow
- 5-6 years of previous public relations work experience
- Ability to leverage expertise in areas of traditional media, social/digital media and corporate brand management
- Advanced Excel skills (no macro development required) – essential
- Ability to work independently and collaboratively with various teams in a deadline-focused environment
- Experience conducting FEA is a plus
- Experience with composite materials and structures
Associate, Senior Job Description
- Providing Operational support for clients
- Assisting in the creation of brokerage and bank accounts
- Serving as a liaison with the external auditors, administrator, HR/payroll, and other service providers
- Review of the monthly NAV
- Supports development and execution of KPI to measure effectiveness of human experience plans
- Manages campaigns traffic sheets
- Responsible for connecting media placements to creative units within ad serving platforms
- Responsible for proactively making recommendations on improving campaign execution based on platform capabilities and functionality
- Aspires to learn more complex and advanced digital media technology topics such as databases, enterprise architecture, tagging and tag management, dmp’s
- Manages all information issues and inquiries between and amongst key internal (functional and cross-functional contacts) and external clients (creative agencies, vendors, et) with highest degree of professionalism, urgency and customer service orientation
- Two or more years tax experience
- Minimum of Bachelors degree with Accounting major from an accredited college or university
- Experience using automated tax return preparation software
- Experience using automated tax return preparation software and MS Office applications
- Three to five years of experience with the issuance, origination, investment, or valuation of commercial real estate whole loans, or related structured finance products such as commercial mortgage-backed securities and commercial real estate collateralized debt obligations
- Bachelor’s degree in Finance, Economics, or Business from an accredited college/university