Tax Associate - eNTRY lEVEL

The Tax Associate is responsible for organizing, coordinating and preparing clients’ tax data for accurate and timely completion of business and individual tax returns. This position involves assisting with duties including monitoring aspects of tax department software and other duties that support the tax department.  The Tax Associate is responsible for answering non-routine correspondence and working with highly confidential and sensitive information.

Responsibilities Include:

  • Coordinate and prepare state and federal tax returns, quarterly estimated payments, annual report filings and personal property tax returns for individuals and business entities.

  • Perform tax research projects.

  • Work as part of a team as well as independently. 

  • Act as project manager for special projects at the request of the management team.

  • Organize and prioritize responsibilities, information and calls.

  • Write, revise, edit and proofread correspondence, memoranda, and other documents as needed.

  • Other duties as assigned or required.

Qualifications Include:

  • Bachelor’s degree in Accounting.

  • Actively studying and preparing for CPA certification or CPA candidate.

  • Ability to work extra hours during busier times, required.

  • Proficient in Microsoft Excel, familiarity with other Microsoft Office applications.

  • Strong interpersonal skills.

  • Strong research ability, and oral and written communication skills.

  • Ability to consistently exercise good judgment.

  • Familiarity with tax preparation, workflow, and tax research software.