Tax Associate

Summary

The Tax Associate prepares and reviews basic to moderately complex federal, state, and local tax returns and assists with other tax-related work under the guidance of a certified public accountant. This is an In-Office position for efficient task management and communication with other members of the tax team.

Position Responsibilities

• Communicate with the Internal Revenue Service, state, and local authorities to resolve tax notices.
• Communicate with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
• Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.
• Prepare and review federal, state, and local tax returns for individual and small business clients.
• Create tax projections for individual and small business clients.
• Organize and maintain tax records.
• Assist with any other tax or research projects.
• Maintains understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Knowledge and understanding of corporate and individual tax preparation and review
• Ability to understand and apply tax laws and changes in the preparation process
• Excellent verbal and written communication
• Strong proficiency in Microsoft Office, especially Excel, and computer skills
• Proficient with or the ability to quickly learn tax accounting and preparation software.
• Self-motivated with exceptional project and time management skills
• Ability to balance multiple priorities, projects, and clients
• Ability to work as part of a team or independently as needed
• Customer service orientation and negotiation skills
• Critical thinking and complex problem-solving skills
• Accurate math and accounting skills.

Education and/or Experience

• Bachelor's degree in Accounting
• 5+ years of prior experience required
• EA or CPA required

Reading, Math, and Reasoning Skills  

Strong written and oral communications, interpersonal skills, analytical and problem-solving skills, attention to detail, service focus and time management skills required. Must be able to work independently and as part of a larger team.

Helpful Software Experience

Microsoft Outlook Email, Calendar, Teams, Excel, Multifactor Authentication; VPN/Terminal Server, QuickBooks Online, LastPass, Zoom, Canopy, OneDrive, Google Suite, Chrome, Adobe DC, 3CX, SafeSend, BambooHR, TSheets, Documo.

Certificates, licenses, registrations: EA or CPA

FLSA Status: This position is Hourly, Non-Exempt

Supervisory Responsibilities: None

Reports To: This position reports to the Chief Operating Officer

Everyday interactions include:

• Tax Staff
• External clients

Work Environment/Physical Requirements

The work environment characteristics described here are representative of those encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand, walk, sit, reach with hands and arms, and talk or hear.

The employee may frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.

While performing the duties of this job, the employee usually works in an office environment.

The noise level in the work environment is usually moderate.