Tax Associate

• Preparing and reviewing returns
• ensuring deadlines are met
• handling a combination of corporate, partnership, and individual returns
• building strong client relationships and communicating effectively with entrepreneurial business owners
• managing several clients at once and prioritizing responsibilities independently

• At least 3 years of accounting experience, ideally within a public accounting environment or supporting multiple small-business clients
• Bachelor’s degree in Accounting or a related field
• Minimum of 1 year of bookkeeping experience using QuickBooks
• At least 2 years of experience working with small businesses, particularly organizations with approximately 5 to 50 employees
• Ability to build strong client relationships and communicate effectively with entrepreneurial business owners
• CPA or Enrolled Agent (EA) designation (strongly preferred)
• Proven ability to manage several clients at once and prioritize responsibilities independently
• Experience with tax and accounting tools such as CCH ProSystem fx, CCH Sales Tax, corporate tax return preparation, income tax provision work, or entity formation support
• Must be legally authorized to work in the United States

CPA or Enrolled Agent (EA) designation

• Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
• eligibility to enroll in company 401(k) plan (for hired contract/temporary professionals)