Staff Tax Associate

Growing CPA firm is hiring for a Staff Tax Associate! If you are looking for a company that will invest, motivate and inspire you to aim high, this is it. They are a solutions-based firm that keeps a positive space, always. They seek to add value to their clients, people, and culture.... both inside and outside of our office walls.

They are seeking a Tax Associate to join our growing team. The Tax Associate will play a critical role in our firm by providing comprehensive tax preparation services, ensuring compliance with tax laws and regulations, and assisting clients in maximizing their tax benefits. This is an excellent opportunity for an individual with a strong background in tax preparation to work alongside experienced CPAs and make a meaningful impact on our clients' financial lives.

Great Benefits, Growth Opportunity, Great Culture, and much more!

• Medical, Dental and Vision
• TransAmerica GAP Benefits
• Aflac Supplemental Benefits
• Life and AD&D Insurance
• Short- & Long-Term Disability Plans
• 401k with Company Matching
• Bonus Structure
• Incentive Program
• Development Program
• Company Wellness Program

Responsibilities:

• Conduct thorough tax research and analysis to ensure accurate tax return preparation for individuals, businesses, and nonprofit organizations.
• Prepare federal, state, and local income tax returns for clients, including individuals, partnerships, corporations, and trusts.
• Assist clients in identifying potential tax deductions, credits, and strategies to minimize their tax liabilities.
• Maintain up-to-date knowledge of tax laws, regulations, and changes, and apply this knowledge to client situations.
• Review financial documents, records, and accounting information to gather necessary data for tax return preparation.
• Collaborate with clients to gather required documentation and ensure the timely filing of tax returns.
• Prepare tax projections and estimates for clients to assist with financial planning and tax compliance.
• Assist in resolving tax-related issues, inquiries, and audits on behalf of clients.
• Maintain client relationships by providing excellent customer service and addressing client inquiries in a timely and professional manner.
• Participate in ongoing professional development and training to stay current with industry trends and best practices.

Qualifications:

• BS in Accounting or Finance, MBA and/or CPA highly desirable
• Experience with a public accounting firm a plus
• 1-5 years of experience in a similar role preferred
• Knowledge of federal and state tax laws and regulations.
• Proficiency in tax software (e.g., Quickbooks, ProSystem FX, TurboTax, etc.) and Microsoft Office Suite.
• Excellent attention to detail, analytical skills, and problem-solving abilities.
• Strong communication and interpersonal skills.
• Ability to work effectively both independently and as part of a team.
• Commitment to maintaining the highest standards of confidentiality and professionalism.