Tax Associate

Key Responsibilities

• Prepare federal, state, and local income tax returns for individuals, partnerships, corporations, S-corporations, and trusts under supervision.
• Assist in preparing tax extensions, estimated tax payments, and amended returns.
• Complete basic tax research using firm-approved tools and summarize findings.
• Compile, organize, and analyze client-provided financial information to develop tax workpapers.
• Maintain accurate workpaper documentation that aligns with firm standards (proper indexing, cross-referencing, and supporting evidence).
• Identify missing or incomplete information and communicate follow-up needs to clients or engagement teams.
• Communicate professionally with clients to request information and clarify documentation requirements.
• Participate in client meetings (virtual or in-person) as appropriate, taking notes and preparing follow-up tasks.
• Participate in formal training programs, self-study, and continuing education.
• Take necessary steps to becoming licensed (CPA) by staying on track with exam preparation and requirements.

Skills, Knowledge and Expertise

• Bachelor’s degree with a major or emphasis in Accounting.
• Master’s degree in Taxation or Accountancy preferred.
• Minimum accounting GPA of 3.0 preferred.
• CA CPA eligible.
• Strong attention to detail and analytical abilities.
• High level of motivation to learn and produce high-quality work.
• Effective interpersonal skills with the ability to work collaboratively with colleagues and a sophisticated client base.
• Ability to work flexibly as part of a team to meet periodic and project-based client deadlines.
• Prior public accounting experience helpful but not required.
• Clear and professional verbal and written communication skills.

Compensation & Benefits

• Comprehensive Health Coverage – Medical, dental, and vision.
• Retirement & Financial Planning Support – 401(k) with match, financial wellness programs.
• Generous Paid Time Off – Vacation, sick time, holidays, parental leave and volunteer days.
• Flexible Work Arrangements – Hybrid or remote options, flexible hours.
• Performance-Based Bonus – Recognition for your contributions through discretionary bonuses.
• Professional Development Opportunities – Tuition reimbursement, certifications, mentorship.
• Career Growth & Internal Mobility – Clear paths for advancement and role transitions.
• Inclusive & Supportive Culture – DEI initiatives, employee resource groups, wellness programs.