Tax Associate

Recruitment began on August 7, 2026 and the job listing expires on November 16, 2026

Full-time

• Prepare federal, state, and local tax returns for individuals, businesses, trusts, estates, or nonprofit organizations, as applicable, with guidance from senior team members.
• Organize, review, and input client tax documents and financial information into tax preparation software; ensure completeness and accuracy of data.
• Prepare and maintain work papers, reconciliations, and supporting documentation in accordance with firm standards.
• Perform tax research using internal resources and online tax research tools; summarize findings and recommendations for review.
• Identify missing information, discrepancies, or potential issues in client-provided documents and communicate items needed to the engagement team.
• Assist with extensions, estimates, notices, and other compliance-related tasks as assigned.
• Communicate professionally with team members and clients regarding information requests and status updates, under supervision as appropriate.
• Maintain confidentiality of client, employee, and firm/company information.
• Participate in engagement planning and status meetings; track assigned tasks and deadlines.
• Perform other tax and accounting duties as assigned.
• Bachelor's degree in Accounting, Finance, Taxation, Business Administration, or a related field (or equivalent experience), required.
• 0-1 years of relevant tax, accounting, or related professional experience (including internship experience).
• Eligible to sit for the CPA exam and/or pursuing CPA licensure preferred.
• Strong attention to detail, organization, and accuracy.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills.
• Professional attitude, willingness to learn, and ability to work both independently and as part of a team.