Tax Associate

We are looking for a detail-oriented and technically strong Tax Associate to serve as a key quality control resource within our tax department. In this role, you will conduct thorough initial reviews of tax returns prepared by staff, ensuring accuracy, compliance, and quality before final manager review, while providing mentorship and technical guidance that elevates the team as a whole.

What You'll DoQuality Control & Return Review

• Perform initial review of federal, state, and local tax returns for mathematical accuracy, proper data input, and correct classification of income, deductions, and credits
• Verify that supporting documentation is present, properly referenced, and internally consistent across all forms and schedules
• Document review findings and questions for preparer follow-up using the firm's internal QC checklist

Technical Guidance & Staff Development

• Communicate review findings clearly and constructively to preparers, explaining proper tax treatment and applicable law
• Mentor junior staff and answer preparer questions throughout the return preparation process
• Escalate complex technical issues to the Tax Manager with analysis and recommendations

IRS Notices & Client Correspondence

• Review tax notices to determine required action and response timelines; resolve straightforward issues independently
• Gather client documentation and prepare written responses following firm templates and procedures
• Keep the Tax Manager and clients informed of resolution progress and track notice status in the client management system

Tax Research

• Research complex or unusual tax issues using IRS publications, tax code, regulations, and firm resources
• Document research findings for Tax Manager review and contribute to a shared library of common research issues

Client Files & Workflow

• Maintain accurate client files and update practice management systems to reflect current task status
• Monitor the review queue, prioritize by deadline, and support the department's goal of 100% on-time delivery

Professional Development

• Complete required CPE hours annually and attend internal training sessions on tax updates and firm procedures
• Stay current on recent tax legislation and IRS guidance and share relevant updates with the team
• Develop deep expertise in specific tax areas to serve as a team resource

Strategic Impact

• Build advanced expertise in complex tax areas (multi-state returns, entity structures, etc.) and identify tax planning opportunities during review
• Drive quality improvements by identifying error patterns and recommending training, checklist enhancements, and best practices documentation
• Coach and develop junior staff to build team capability and support succession planning within the tax department

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Position Details:

• Pay Rate / Range:________ $35HR - 40HR ________________

The above salary range represents the range expected for the position; however, final salary offers are based on a number of factors such as the position's responsibilities; the candidate's experience, education, and skills; location; travel required; and current market conditions.

• Benefits (Regular, Full Time Employees):
• Medical, Dental, and Vision offerings
• Weekly Direct Deposit
• Paid Holidays and Personal Time Off
• 401(k) with match
• Voluntary Life and AD&D, Short / Long Term Disability, plus other voluntary coverages
• Pre-Paid Legal and Employee Assistance Programs
• Northwest Federal Credit Union Membership
• BB&T @ Work Program

This program requires US Citizenship
ABBTECH is an EOE/Minorities/Women/Disabled Individuals/Veterans

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