Tax Associate

Roles And Responsibilities

• Possess an intermediate level of understanding in accounting and tax concepts.
• Gain familiarity and develop proficiency with relevant firm technical resources and computer applications; demonstrate effective use of these resources.
• Follow established tax procedures, such as document organization, workpaper presentation, and workflow protocol.
• Demonstrate a commonsense approach to problem solving, clearly identify issues and/or problems as they arise, and propose solutions to in-charge staff, as appropriate.
• Communicate perceived obstacles for completion to in-charge staff as soon as possible.
• Clear any review comments noted by the person-in-charge.
• Initiate and respond to suggestions to improve work quality and efficiency.
• Communicate with others in a tactful and business-like manner.
• Provide regular and frequent communication with in-charge staff regarding the status of assignments in progress.
• Accurately complete tasks within the timeframes established by clients as communicated through in-charge staff.
• Display confidence in expressing ideas and proposed solutions.
• Maintain the complete confidentiality of all client and firm information.
• Acknowledge the need to expand our practice and that all team members can participate in the process.
• Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by becoming involved in a professional or community organization.
• Be aware of potential opportunities with existing clients or non-clients and bring these to the attention of others within the firm.
• Follow YHB’s time reporting requirements including timely entry of weekly time for payroll and billing purposes.
• Prepare for and complete the CPA exam.
• Demonstrate active involvement in self-improvement activities, including the awareness and development of their functional and industry specialization.
• Take responsibility for attaining chargeable hour requirements.
• Initiate and respond to suggestions to improve work quality.
• Actively participate in self-development activities such as reading technical information, interacting with firm leaders, and maintaining minimum standards for firm professional licensing/continuing education requirements.
• Solicit overall performance feedback on assigned areas from Supervisors and Managers.
• When not assigned to an engagement, actively seek chargeable work from Supervisors and Managers.
• During periods of non-billable time, seek out value-added projects such as writing newsletters, marketing activities, or research projects.
• Set challenging goals and be receptive to goals set by their circle leaders.
• Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB.
• Display an increasing ability to work through challenging tasks, however, still seeking guidance and input from in-charge staff to maintain efficiency.
• Honestly assess your own performance upon completion of engagement or assignments.
• Gain understanding of department goals and responsibilities.
• Understand the importance of cooperation and teamwork.
• Participate in staff recruiting activities, including campus visits, internship, externship, etc. when it does not interfere with client work.
• Use peers as a resource for personal development and information sharing.
• Provide feedback during annual upward evaluations.

Client Management and Service

• Communicate with others in a tactful and business-like manner.
• Provide regular and frequent communication with in-charge staff regarding the status of assignments in progress.
• Accurately complete tasks within the timeframes established by clients as communicated through in-charge staff.
• Display confidence in expressing ideas and proposed solutions.
• Initiate communication with Supervisors and circle leaders to determine job responsibilities (ie. equipment responsibilities, dress code, and basic understanding of client) prior to arrival.
• Maintain the complete confidentiality of all client and firm information.
• Acknowledge the need to expand our practice and that all team members can participate in the process.
• Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by becoming involved in a professional or community organization.
• Be aware of potential opportunities with existing clients or non-clients and bring these to the attention of others within the firm.
• Represent YHB to clients in a professional manner, adhering to YHB standards.
• Maintain daily time entry for accurate reporting firm wide.

Business Development

• Learn and demonstrate knowledge in the YHB’s service capabilities.
• Recognize the need to expand our practice and that all team members can participate in the process.
• Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by becoming involved in a professional or community organization.
• Be aware of potential opportunities with existing clients or non-clients and bring these to the attention of others within the firm.
• Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB.
• Display an increasing ability to work through challenging tasks, however, still seeking guidance and input from in-charge staff to maintain efficiency.
• Honestly assess your own performance upon completion of engagement or assignments.
• Gain understanding of department goals and responsibilities.
• Understand the importance of cooperation and teamwork.
• Participate in staff recruiting activities, including campus visits, internship, externship, etc. when it does not interfere with client work.
• Use peers as a resource for personal development and information sharing.
• Provide feedback during annual upward evaluations.

Required Education And Experience

• Bachelor’s degree in accounting or a relevant field required or equivalent combination of education and work experience.
• Accounting course work and credit hour requirements (150) to achieve the CPA certification preferred.
• A dedication to teamwork and leadership.
• Effective verbal and written communication skills.
• Possesses a high level of integrity and ability to respect confidentiality.
• Enthusiastic and self-motivated.
• Demonstrated time and work management skills necessary to manage a complex workload.

Benefits & Perks

• Competitive Compensation & Rewards: Market-competitive salary with performance-based bonuses.
• Retirement savings plan with a 401(k) & profit-sharing plan.
• Comprehensive Health & Wellness: Health, dental, and vision insurance. Wellness programs and employee assistance programs (EAP).
• Paid parental leave and family support.
• Professional Development: Learning and development opportunities. Tuition reimbursement.
• CPA exam support, certification reimbursements, and mentorship programs.
• Internal promotions and career pathing opportunities.
• Work-Life Balance: Generous paid time off (PTO) and holidays.
• Flexible work arrangements (hybrid/remote options available).
• Engaging Work Culture: Collaborative and inclusive work environment. Employee resource groups and diversity initiatives.
• Social events, team-building activities, and volunteer opportunities.