Tax Associate

Job Details

The tax team plays a critical role in delivering accurate, timely, and high-quality work, supported by strong operational processes, modern systems, and a commitment to continuous improvement. Collaboration, accountability, and operational excellence are core to how the organization serves its clients and supports its professionals.

Role & Responsibilities

• Tax Return Assembly & Delivery
• Assemble, organize, and finalize federal, state, and local tax returns for individuals, businesses, and trusts
• Prepare returns for review, e-filing, and client delivery in accordance with internal standards
• Manage e-filing submissions, acknowledgements, and follow-up on rejections or corrections
• Tax Operations & Workflow Support
• Support the full tax return process from data intake through final delivery
• Maintain checklists and standardized tax production procedures
• Monitor workflows and deadlines to ensure timely completion
• Systems & Technology
• Utilize and support the Thomson Reuters tax software suite, including UltraTax CS, Practice CS, Onvio, or similar platforms
• Aid in document management, file organization, and data integrity
• Trussle basic system or workflow issues and escalate when appropriate
• Quality Control & Coordination
• Perform completeness and accuracy checks prior to review and filing
• Ensure work meets internal quality standards and compliance requirements
• Maintain organized workpapers and supporting documentation
• Cook up missing information or open items
• Support secure delivery of tax returns through client portals or approved methods