Associate - Tax, Audit, Small Business

Tax Associate

The Associate is responsible for preparing tax returns and completing working papers for assigned clients. They help clients improve their tax function to control risk and facilitate better decision making. Associates act as strategic consultants by providing advice and helping organizations and individuals understand various tax implications. The Associate provides exceptional client service as a trusted business advisor.

Responsibilities include:

• Work as part of a team reviewing tax strategies, ensuring tax compliance and increasing post tax profits to achieve the best corporate and individual tax practices for our clients
• Independently prepare tax returns, working with a variety of entities such as corporations, partnerships, estates, trusts and non-profits across various industries
• Assist on tax-related projects on an ad hoc basis
• Review data input and resolve technical tax issues; respond to inquiries from the IRS and other taxing authorities
• Provide guidance to Tax Interns in the scanning and preparation of tax returns
• Answer client calls and emails in timely manner and with a solution-oriented approach
• Ensure client deliverables are completed within expectations
• Identify and introduce other firm services based on client needs and discovered opportunities
• Keep up to date with local and national business and economic issues
• Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts
• Collaborate with leader to identify opportunities for efficiencies and proactive engagement management

The Associate helps clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They keep clients regularly informed about their financial progress and developments that may impact the business.

Responsibilities include:

• Assist in detailed testing procedures of the balance sheet and income statement accounts as well as preparation and testing of financial statements and disclosures
• Review and audit business transaction cycles such as treasury, cash, capital expenditures, and other income and expenses
• Visit client onsite for required audits and/or other financial inquiries
• Answer client calls and emails in a timely manner and with a solution-oriented approach
• Produce quality service and statements for the in-charge to review with minimal corrections
• Review audit issues and review financial information using available technology tools and research engines
• Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry
• Proactively inform engagement team of work status and request information from client as needed
• Ensure client deliverables are met within expectations
• Develop an understanding of other firm services and application in relationship to client needs
• Keep up to date with local and national business and economic issues
• Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts
• Collaborate with leader to identify opportunities for efficiencies and proactive engagement management

The Associate is responsible for working with clients on general bookkeeping, financial statement preparation, business and individual tax returns. They ensure all work papers, journal entries and tax documents are completed diligently, in a timely manner and as efficiently as possible. Associates provide exceptional client service as a trusted business advisor.

Responsibilities include:

• Prepare necessary work papers, journal entries, financial statements and prepare tax returns for review by the in-charge
• Onsite client work as deemed necessary
• Answer client calls and emails in timely manner and with a solution-oriented approach
• Produce quality documentation, financial statements and tax returns for review with minimal corrections
• Develop understanding of relationship of financial statement outcome to tax implications to client
• Read prior year financial statements, tax returns and client website and actively seek out information from team members to gain understanding of client business and industry
• Prepare tax returns and conduct self-review of work before submission to in- charge/reviewer
• Proactively inform engagement team of work status and request information from client as needed
• Ensure client deliverables are met within expectations
• Develop an understanding of other firm services and application in relationship to client needs
• Keep up to date with local and national business and economic issues
• Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts
• Collaborate with leader to identify opportunities for efficiencies and proactive engagement management

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