Tax Associate

About the role

A Tax Associate at Sweeney Conrad plays a foundational role in the preparation of federal and state tax returns for a diverse portfolio of clients across professional services, technology, manufacturing and distribution, hospitality, and healthcare — ranging from pre-revenue startups to $80M in revenue — including individuals, corporations, partnerships, trusts, and small family-owned and operating businesses.

Responsibilities

• Prepare federal and state tax returns, including multistate filings, across a variety of entity types including individuals, corporations, partnerships, and trusts
• Apply a basic understanding of balance sheets and profit and loss statements in the context of operating business returns
• Conduct tax research under the direction of senior staff and managers
• Support senior associates and managers in finalizing client engagements
• Track engagement status and communicate progress to the team
• Collaborate with staff across CAAS, audit, and advisory teams as needed
• Receive hands-on training and mentorship from senior associates and managers
• Build foundational knowledge of federal and state tax compliance and regulations
• Develop client communication skills in preparation for future client-facing responsibilities

Requirements

• Bachelor's degree in Accounting
• 0–2 years of public or private accounting experience
• CPA eligible or actively pursuing CPA licensure
• Strong analytical and organizational skills
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and SharePoint
• Ability to work effectively in a team environment
• Ability to communicate effectively and timely in writing and verbally with colleagues, clients, and other external partners
• Ability to work effectively in a diverse team environment

Qualifications

• Ability to manage multiple tasks and organize and prioritize work assignments and ongoing duties

Skills

• Basic understanding of balance sheets and profit and loss statements
• Strong analytical and organizational skills
• Excellent written and verbal communication skills
• Microsoft Office Suite proficiency (Outlook, Word, Excel, SharePoint)
• Teamwork and collaboration skills
• Effective communication skills
• Ability to manage multiple tasks and prioritize work

Benefits

The pay range for this role is $80,000 - $82,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level. For employees working 30 or more hours per week, we offer a comprehensive benefits package that includes medical, dental, and vision coverage, as well as dependent coverage; Health Care and Dependent Care Flexible Spending Accounts; and employer-paid life and disability insurance; and a 401(k) plan with employer match. We also provide flexible time off (PTO) and 13 paid holidays. At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.