Tax Associate

• Prepare federal and state tax returns for individuals, corporations, partnerships, and trusts, ensuring compliance with all relevant regulations
• Analyze client financial documents and tax-related information to verify accuracy and completeness
• Conduct thorough tax research to support complex preparation tasks and identify planning opportunities
• Communicate with clients to address inquiries and provide guidance on tax documentation requirements
• Collaborate with team members to manage deadlines and prioritize client projects effectively
• Stay informed about changes in tax laws and regulations to ensure compliance and identify potential savings strategies
• Participate in special projects such as estate planning, audits, and advanced tax planning initiatives
• Support the review of tax returns and assist in mentoring entry-level staff as you gain expertise

• Bachelor’s degree in Accounting, Finance, Business, or a related field
• At least 1-3 years of experience in tax preparation or a related accounting role, including internships
• Strong knowledge of tax principles, preparation techniques, and accounting practices
• Proficiency in Microsoft Office Suite and familiarity with Windows operating systems
• Excellent organizational skills and attention to detail to manage multiple tasks effectively
• Strong communication abilities, both written and verbal, with a client-focused approach
• Ability to work independently and collaboratively within a team environment

Experience with tax software such as Lacerte, ProSystem fx, Axcess, or QuickBooks is preferred

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan
• free online training