Tax Associate

Primary Accountabilities

The Tax Associate will prepare tax returns for individuals, businesses including partnerships and corporations, under the guidance of a certified public accountant. The Tax Associate may also assist with various administrative tasks related to tax work.

Major Duties

• Prepares tax returns, necessary paperwork, reports, and verifies returns.
• Affirms and researches tax issues to identify solutions.
• Evaluates tax regulations, as they apply to clients.
• Monitors industry trends and changes related to tax laws.
• Performs other duties as assigned.

Required Qualifications

• A high school diploma or equivalent with some training in bookkeeping and accounting required. An associates degree or tax preparation training highly preferred.
• A minimum of two (2) years of experience in public accounting, tax accounting or similar, required.
• Proficient in QuickBooks, and Microsoft Office Suite.
• Strong attention to detail with excellent analytical skills.
• Outstanding written and verbal communication skills.
• Maintain positive communication skills to best represent the company and clients.
• Demonstrate sound understanding of company’s procedures.
• Able to manage multiple responsibilities.
• Proficiency in knowledge of office management, use of computer, software packages and office machines.

Physical Demands

• Occasional lifting of fifteen to twenty (15-20) pounds and pushing of five to twenty (5-20) pounds.
• Prolonged periods sitting at a desk and working on a computer.
• A medium to high level of manual dexterity is required.
• Normal overtime/extended work hours possible during tax seasons.

Work Environment

• Professional and deadline-oriented environment in an office setting.
• Interaction with staff, clients, and the public.
• The work is primarily onsite, however, there is some flexibility for remote work as the schedule allows.
• This role does have a seasonal component, with the busy season January through May, September, and October.