Tax Associate

Tax Associate - Individual Tax (1040)

Location:

Novi, MI (Onsite)

Schedule:

Full-Time, Monday-Friday (additional hours during tax season as needed)

Our client is a growing financial services organization seeking a Tax Associate to support a high-volume individual tax practice. This opportunity is open to candidates ranging from experienced tax preparers and Enrolled Agents to CPA candidates and seasoned tax professionals with extensive individual tax experience.

• Prepare individual 1040 tax returns, which will comprise approximately 80-90% of the role.
• Review tax organizers and client documentation for completeness and accuracy.
• Identify missing information and follow up as needed to obtain required tax documents.
• Gather, organize, and maintain client tax records.
• Calculate and estimate tax liabilities when appropriate.
• Submit completed returns for review by senior tax professionals.
• Assist with return reviews and tax planning activities based on experience level.

• Minimum of 2 years of hands-on experience preparing individual 1040 tax returns.
• Strong knowledge of individual income tax regulations and tax preparation processes.
• Bachelor's degree in Accounting, Finance, Tax, or a related field, or equivalent tax experience.
• Ability to work independently and manage a high volume of tax returns efficiently.
• Strong attention to detail and accuracy.

• CPA designation or active CPA pursuit.
• Enrolled Agent (EA) credential.
• Experience with CCH Axcess and/or CCH Trust software.
• Experience with tax planning and return review.

• Growing and collaborative professional services firm.
• Team-oriented environment where input is valued regardless of title or tenure.
• Business casual dress code.
• Opportunity to work alongside experienced CPAs, tax professionals, and firm leadership.