Associate, Tax

Description & Requirements

The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity.

What You Will Do:

* Provide tax compliance and advisory services to individuals (Forms 1040, 1040-), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries

* Deliver exceptional client service that exceeds expectations through timely, unmatched support while cultivating strong relationships as a trusted advisor and partner in their success

* Collaborate proactively with key client management to identify issues and recommend practical solutions.

* Take ownership of assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes

* Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation

* Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge

Minimum Qualifications:

* Bachelor's Degree in Accounting, Taxation or related field

* Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy.

* Proficiency in Microsoft Office Suite

* Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.

Preferred Qualifications:

* Master's Degree in related field

* 1+ years of relevant tax experience

* Current and valid CPA (Certified Public Accountant) license

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