Tax Associate

About the role

We are seeking a detail-oriented Tax Associate to join our tax team and support tax compliance and planning for a diverse client base. The ideal candidate has strong individual (1040) tax experience, solid technical tax knowledge, and the ability to work efficiently in a collaborative environment.

Responsibilities

• Prepare and review individual federal and state income tax returns (Form 1040) accurately and on schedule.
• Prepare and review business tax returns, including S Corporations, C Corporations, and Partnerships, under supervision as needed.
• Assist with trust and estate tax return preparation and reporting.
• Conduct tax research on technical issues and summarize findings and recommendations for managers and partners.
• Communicate with clients to gather necessary documentation, explain tax positions, and respond to inquiries in a professional manner.
• Support tax planning engagements for high-net-worth individuals (HNWI) and businesses, identifying opportunities to minimize tax liabilities.
• Utilize tax software to prepare returns and maintain client workpapers (familiarity with UltraTax CS preferred).
• Ensure compliance with federal, state, and local tax laws and filing deadlines, and assist with tax notices and examinations.
• Collaborate with senior staff to improve processes, complete ad hoc projects, and mentor junior team members when applicable.

Qualifications

• Proven experience preparing individual tax returns (Form 1040) and solid understanding of tax principles and compliance.
• Strong technical knowledge of federal and state income tax regulations.
• Preferred: Experience preparing business tax returns for S Corporations, C Corporations, and Partnerships.
• Preferred: Experience with trust and estate tax return preparation.
• Preferred: Experience serving high-net-worth individuals (HNWI) or similar complex client relationships.
• Preferred: CPA license or Enrolled Agent (EA) designation or actively pursuing certification.
• Preferred: Familiarity with UltraTax CS or similar professional tax software.
• Strong analytical skills, attention to detail, and the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills and a client-focused mindset.

Benefits

• Medical
• Dental
• Vision
• 401(k)
• Paid Time Off

Pay

Compensation is commensurate with experience.

Schedule

The position offers a flexible schedule to accommodate the needs of both the employee and the company.

Contact

Email Your Resume In Word To Matt.Bailey@CyberCoders.com