Tax Associate

Momentum Talent Strategies, LLC is a third‑party recruiter conducting a search on behalf of a growing CPA firm.

Who We Are

We’re a growing CPA firm that believes accounting should be both personal and practical. We work closely with individuals and small to mid‑size businesses, helping them understand their numbers, plan ahead, and make confident financial decisions. Our hands‑on, relationship‑driven approach gives you direct client exposure to tax preparation, planning, and accounting across a variety of industries.

Who You Are

You’re a confident accounting professional with 2–3 years of experience, comfortable preparing returns and handling core accounting tasks, and ready for more ownership, client interaction, and deeper learning. You thrive in an environment where questions are encouraged, mentorship is intentional, and learning happens everyday through hands‑on experience.

Responsibilities Tax Preparation & Compliance

• Prepare and review individual, S‑Corp, C‑Corp, partnership, and trust tax returns.
• Ensure compliance with federal, state, and local tax laws.
• Identify relevant deductions, credits, and tax strategies to minimize liabilities.
• Assist with tax projections and estimated tax payments.
• Research complex tax issues and stay current on changing regulations.

Client Advisory & Communication

• Serve as a trusted tax advisor to clients.
• Communicate proactively to gather information and address client questions.
• Review financial statements and tax documents for accuracy and completeness.
• Educate clients on tax‑saving opportunities and best practices.

Internal Growth & Firm Support

• Collaborate with CPAs and senior accountants to streamline tax workflows.
• Support tax planning initiatives for business owners.
• Manage multiple deadlines efficiently, especially during tax season.
• Utilize tax software and tools to improve accuracy and efficiency.

Additional Responsibilities

• Assist with IRS and state tax notices, audits, and client correspondence.
• Maintain strict confidentiality and adhere to professional standards.
• Contribute to process improvements and best‑practice development.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field; CPA/EA preferred or in progress.
• Experience preparing and reviewing individual, business (S‑Corp, C‑Corp, Partnership), and trust tax returns.
• Strong knowledge of federal, state, and local tax regulations with the ability to research complex tax issues.
• Proficiency with tax preparation software and accounting tools.
• Excellent analytical skills with strong attention to detail in reviewing financial statements and tax documents.
• Strong communication skills with the ability to advise clients and explain tax concepts clearly.
• Ability to manage multiple deadlines, collaborate with team members, and support workflow improvements.

Equal Employment Opportunity Clause

We are proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Compensation Transparency

The expected base salary range for this position is $66,000 - $78,000 per year, depending on experience and qualifications.

Benefits

We offer a comprehensive benefits package that includes health, dental, vision, and life insurance; paid time off; and revenue sharing options.

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Accounting/Auditing and Finance – Business Consulting and Services

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