Tax Associate

Responsibilities

• Prepare federal and state tax returns for corporations, individuals, and partnerships, exercising professional judgment to identify issues and develop appropriate solutions.
• Research tax regulations and legislation to support return accuracy and planning efforts.
• Maintain and organize documentation that supports calculations within tax returns.
• Reconcile book-to-tax differences, including detailed analysis of income and expenses.
• Review and analyze depreciation schedules to determine proper treatment for new and disposed fixed assets.
• Project future tax liabilities to help formulate strategic client tax planning recommendations.
• Communicate with clients regarding required information, deadlines, and return status while keeping internal teams informed.
• Identify opportunities to provide additional value-added services to clients.
• Actively participate in firm-sponsored professional development, such as coaching and continuing education.
• Develop relationships with client management teams and contribute insights to internal publications or tax updates.
• Perform other related duties and assist on projects as needed.

Required Skills & Qualifications

• Bachelor’s or Master’s degree in Accounting
• Experience in a public accounting firm is preferred
• Strong proficiency in Microsoft Office, with particular emphasis on Excel
• Experience with UltraTax, Accounting CS, and QuickBooks is a plus but not required
• Effective verbal and written communication skills, with the ability to listen and respond thoughtfully
• Strong analytical thinking, problem solving, and organizational skills
• Ability to manage deadlines, work under pressure, and juggle multiple assignments efficiently
• Flexibility to work on a wide variety of client engagements
• Basic knowledge of federal and state tax compliance requirements
• Team-oriented mindset with a desire to contribute to a collaborative, growth-oriented environment
• Commitment to exceptional client service and a proactive approach to exceeding expectations
• Proven ability to attract and develop profitable, sustainable client relationships
• Strong technology skills, including Microsoft Office Suite
• Basic knowledge of federal and state tax compliance requirements
• Basic knowledge of federal and state tax compliance requirements
• Basic knowledge of federal and state tax compliance requirements
• Basic knowledge of federal and state tax compliance requirements

Benefits And Perks

• Health, Dental, Vision, Short and Long-Term Disability
• Flexible Time Off
• FSA & HSA
• Employee Assistant Programs
• 401(k) Matching
• Commuter Benefits
• Parental Leave
• Modernized Incentives and Equity Participation