Tax Associate

• • Contractor/Part-time
  • Office Based
  • Location:
    
    Darien, GA
  • Minimum experience/Graduating Students/Internship is encouraged to apply for this position!

To provide professional services, including but not limited to tax preparation. For example, tax preparation services shall consist of:

• Informing clients or employers about the tax preparation process
• Collecting relevant financial records, including pay stubs and income statements
• Inputting data from financial records into tax return software or databases
• Using applicable federal, state, and local tax law to determine deductions and how much each client will pay or earn on the return
• Preparing tax returns for individuals, corporations, and trusts, based on experience and training
• Completing and filing (if applicable) tax documents with appropriate agencies, like the IRS, state, and local government entities
• Acting as a representative for clients with applicable agencies as required
• Auditing account details and reconciling bank statements to determine income and expenses
• Building customer relationships to promote and expand the business
• Keeping clients abreast of the status of their tax return

This role may also consist of the following:

• Consulting with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities (as applicable to level, training, and experience)
• Reviewing previous tax returns and financial documents to identify missing or incomplete information or documentation
• Reviewing all supplied financial information for accuracy
• Using the appropriate accounting software or system to prepare tax returns
• Calculating taxes owed or refunds due to clients; consulting tax law publications for guidance on unusual situations
• Submitting tax returns to senior accountant and or CPA for review
• Presenting approved returns to senior accountant and or CPA and or clients
• Maintaining an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses
• Performing other related duties as assigned