Job Summary
We are seeking a dynamic and detail-oriented Tax Associate to join our team and contribute to our commitment to excellence in tax services. In this role, you will play a vital part in preparing and reviewing tax returns, ensuring compliance with tax laws and regulations, and supporting various financial and accounting functions. Your expertise will help clients navigate complex tax scenarios, optimize their financial positions, and meet regulatory requirements efficiently. This position offers an exciting opportunity to develop your skills in a fast-paced, collaborative environment dedicated to professional growth and client success.
Responsibilities
- Prepare and review individual, corporate, partnership, and estate tax returns with precision and attention to detail.
- Assist clients with tax planning strategies, including estate planning, mergers & acquisitions, and investment analysis.
- Ensure compliance with federal, state, and local tax laws by staying current on relevant regulations such as GAAP (Generally Accepted Accounting Principles), SOX (Sarbanes-Oxley Act), and securities law.
- Support regulatory reporting efforts by reconciling accounts, performing balance sheet reconciliations, and preparing financial statements.
- Conduct audits related to tax filings, financial statements, or internal controls, ensuring adherence to regulatory standards.
- Collaborate with clients to communicate complex tax concepts clearly and effectively while providing exceptional customer service.
- Utilize accounting software such as QuickBooks, Xero, Sage, or similar tools for bookkeeping, financial report writing, and tax reporting purposes.
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent certification is preferred.
- Demonstrated experience in tax compliance, tax law, or public accounting with a focus on individual or corporate taxation.
- Strong understanding of accounting principles including double entry bookkeeping, GAAP standards, and technical accounting practices.
- Proficiency with accounting software such as QuickBooks, Xero, Sage, or similar platforms; familiarity with financial software is highly desirable.
- Knowledge of estate planning tools like wills and trusts as well as LIHTC (Low-Income Housing Tax Credit) programs is a plus.
- Excellent analytical skills with the ability to interpret financial data accurately and efficiently.
- Exceptional client communication skills combined with the ability to explain complex tax concepts clearly.
- Experience working within regulatory compliance frameworks such as SOX or securities law enhances your candidacy.
Join us if you’re passionate about leveraging your accounting expertise to deliver top-tier tax solutions! We value energetic professionals eager to grow their careers while making a meaningful impact on our clients’ financial success.
Pay: $14.00 - $18.00 per hour
Benefits:
- Flexible schedule
- On-the-job training
- Referral program
Work Location: In person
