Tax Associate

• Responsible for organizing and coordinating clients’ tax data for the accurate, timely completion of tax returns.
• Reviews tax information submitted by client for completeness.
• Possesses knowledge of tax regulations in order to answer clients’ questions.
• Prepares personal tax returns of various complexities through utilization of computer software.
• Prepares corporate, partnership, and S-corp returns not requiring advanced expertise.
• Prepares amended returns of any variety and complexity.
• Prepares personal tax projections through utilization of computer software.
• Responds to tax notices of any sort and does initial drafts of any letters required.
• Performs tax research projects requiring minimal expertise.
• Completes S-election and requests for accounting changes, as required.
• Makes adjusting entries and completes trial balances in order to prepare a tax return.
• Maintains a good understanding of depreciation and depreciation computer software package in order to set up clients and read and understand depreciation reports.
• Prepares tax accruals as may be required in preparing corporate tax returns.

• Bachelor’s degree in Accounting, Business, or related equivalent.
• At least one year experience preparing individual, corporate, and partnership tax returns.
• Work with tax software applications to complete tax returns for review.

Demonstrates expertise in preparing individual, corporate, and partnership tax returns while utilizing tax software applications. Possesses strong knowledge of tax regulations and the ability to conduct tax research and respond to client inquiries effectively.

• Tax Return Preparation
• Tax Software Applications
• Tax Research
• Knowledge of Tax Regulations
• Bachelor’s Degree in Accounting

• Tax Return Preparation
• Corporate Tax Returns
• Partnership Tax Returns
• Personal Tax Returns
• Amended Returns
• Tax Projections
• Trial Balances
• Depreciation Reports
• Tax Accruals
• Adjusting Entries

• Tax Regulations
• S-Corp Returns
• Tax Notices
• Tax Data Organization
• Tax Information Review

• Tax Software Applications
• Depreciation Computer Software