Tax Associate

Dedicated to understanding, solving, and managing our clients’ complex tax and accounting needs, each partner, manager, and associate works to ensure clients receive straightforward solutions to business and personal needs. Throughout our 34 years in business, a personal, tailored approach to each client project has been taken. Every aspect of a client’s engagement is managed until order and simplicity are achieved. Problems are solved, and understandable explanations and resolutions provided so clients feel at ease and in control of their finances.

From accounting and auditing to tax compliance to business advisory, a suite of services has been designed to support privately held businesses, affluent families, and their advisers. Every client has direct access to a results-driven team. Personalized tax and financial strategies are provided in a direct, concise, and understandable manner. Order is created for the most intricate accounts by utilizing processes and procedures that deliver carefully orchestrated solutions.

We are seeking a detail-oriented and analytical Tax Associate to join our team. The Tax Associate will primarily assist in the preparation and review of tax returns, perform tax research, and support senior tax professionals in various tax-related projects. The ideal candidate will have a solid understanding of tax laws and regulations, excellent analytical skills, and the ability to work independently and as part of a team.

Responsibilities:

• Assist in the preparation and review of individual, corporate, and partnership tax returns.
• Perform tax research and stay updated on changes in tax laws and regulations.
• Analyze financial data and documents to ensure accurate reporting.
• Assist in resolving tax-related issues and inquiries from clients and regulatory authorities.
• Collaborate with senior tax professionals to develop tax planning strategies for clients.
• Maintain organized and updated tax files and documentation.
• Provide support in tax audits and examinations, as needed.
• Assist with other tax-related projects and initiatives as assigned.

Requirements:

• Bachelor's degree in Accounting, Finance, or related field.
• CPA certification or working towards CPA eligibility preferred.
• 1-4 years of experience in tax preparation and compliance.
• Strong knowledge of tax laws, regulations, and accounting principles.
• Proficiency in tax preparation software and Microsoft Office Suite.
• Excellent analytical, problem-solving, and communication skills.
• Ability to prioritize tasks, meet deadlines, and work under pressure.
• Attention to detail and accuracy in data analysis and reporting.