Tax Associate

Duties and responsibilities

• Analyze Tax Liability
• Prepare Tax Projections
• Meet assigned goals
• Attend meetings and trainings
• Work with the Tax Team to assist in servicing clients
• Comply with all industry rules and regulations
• All other tasks assigned

Knowledge, Skills, and Abilities

• Ability to effectively manage competing priorities
• Strong sense of professional and personal accountability
• Basic computer skills and experience with Microsoft Office applications
• Strong written and verbal communication skills
• Strong work ethic
• Highly motivated and a self-starter
• Strong leadership qualities and an entrepreneurial spirit

Education and Experience

• Bachelor’s Degree in Accounting, Finance, or related field preferred
• Ability to obtain Enrolled Agent designation
• Ability to obtain active Preparer Tax Identification Number (PTIN)

Physical Demands

• Regularly speak and listen
• Frequently stand, walk, and sit for varying durations

Work Environment

• Similar to a professional open office setting
• Requires use of equipment such as photocopiers, computers, phones, fax machines, filing cabinets, and other office equipment as needed

Expected Hours

• Varies, but generally includes shifts working before, during, and after the regular hours of operation
• Regular hours of operation are Monday-Friday 8am-6pm

Travel

• May be required to travel to additional offices

Work Authorizations / Security

• The position requires the employee to satisfactorily complete a background check