Tax Associate

We are seeking a Tax Preparer with experience in individual and business tax
preparation.

• Prepare, review and finalize individual and business tax returns and related workpaper support
• Ensure compliance with federal and state tax laws
• Assist in the preparation of quarterly and annual tax provisions, including quarterly estimated tax and extension calculations.
• Prepare and review fixed asset reconciliations and review additions for accuracy
• Respond to notices from various state tax jurisdictions and IRS
• Respond to tax questions from other departments
• Interact closely with clients
• Analyze financial data to ensure accuracy of tax returns, including but not limited to: K-1s, Brokerage Statements, Partner & Shareholder Basis calculations, Carryover calculations etc
• Keep up to date with changes in tax laws and regulations
• Assist with tax planning strategies
• Conduct research on complex tax matters and offer clients guidance on tax compliance.
• Provide support for on-going projects and manage various projects
• Comfortable taking a lead role in addressing various accounting and tax related tasks and proposing resolution to issues.
• All other duties and responsibilities assigned by management

• The Tax Associate must have their bachelor’s degree in accounting or taxation
• CPA or Enrolled Agent or pursuing accreditation
• A minimum of 1-3 years’ experience compliance and tax planning for individuals, partnerships, S-Corp’s, C-Corp’s, trusts
• Ideal candidates will have experience with financial statement preparation, general ledger analysis, and cash management skills
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skills
• Ability to manage multiple engagements and competing projects

Margolis & Villegas Accountancy Corporation is proud to be an affirmative action/equal
opportunity employer. All qualified applicants will receive consideration for employment without
regard to race, color, religion, sex, national origin, disability, veteran status, or any other status
protected under local, state or federal laws.