Tax Associate
- Prepare federal, state, and local tax returns for individuals, businesses, trusts, estates, or nonprofit organizations, as applicable, with guidance from senior team members.
- Organize, review, and input client tax documents and financial information into tax preparation software; ensure completeness and accuracy of data.
- Prepare and maintain workpapers, reconciliations, and supporting documentation in accordance with firm standards.
- Perform tax research using internal resources and online tax research tools; summarize findings and recommendations for review.
- Identify missing information, discrepancies, or potential issues in client-provided documents and communicate items needed to the engagement team.
- Assist with extensions, estimates, notices, and other compliance-related tasks as assigned.
- Communicate professionally with team members and clients regarding information requests and status updates, under supervision as appropriate.
- Maintain confidentiality of client, employee, and firm/company information.
- Participate in engagement planning and status meetings; track assigned tasks and deadlines.
- Perform other tax and accounting duties as assigned.
- Bachelor’s degree in Accounting, Finance, Taxation, Business Administration, or a related field (or equivalent experience), required.
- 0–1 years of relevant tax, accounting, or related professional experience (including internship experience).
- Eligible to sit for the CPA exam and/or pursuing CPA licensure preferred.
- Strong attention to detail, organization, and accuracy.
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
- Strong written and verbal communication skills.
- Professional attitude, willingness to learn, and ability to work both independently and as part of a team.