Tax Associate

Experience:         1+ years of tax preparation preferred

Education:          Degree in accounting, tax, or finance

Position Overview:

The Tax Associate’s responsibilities include interacting with clients, obtaining and reviewing tax information, preparing tax returns and estimates for individual and business clients, and assisting with tax research projects.

Key Responsibilities and Accountabilities:

• Understand scope and objective of engagements
• Analyze and organize client information to prepare Federal, State and Local tax returns
• Assist with the preparation of tax projections, resolving bookkeeping issues and other accounting related reporting
• Build and develop client relationships
• Be proactive with clients and staff members – anticipate needs and verify progress
• Use firm resources to perform tax research and stay current on tax law changes

Interpersonal Skills:

• Ability to prioritize and manage time efficiently
• Analytical with strong attention to detail
• Responsive to needs of colleagues and clients

Requirements:

• Actively pursuing CPA certification
• Proficient in the use of Microsoft Office and Adobe Acrobat
• Familiar with tax preparation and accounting software and systems
• Possesses effective verbal and written communication skills
• Possesses strong accounting and critical thinking skills