Tax Associate Job Frisco Texas USA,Accounting

Position: Tax Associate 2

Summary/Objective

Indirectly reporting to the Tax Seniors, the Tax Associate 2 is responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for the organization.

Essential Functions

Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065)

Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.)

Research as needed to respond to client questions and prepare tax returns accurately

Compare tax returns to tax projections prepared by in‑house Financial Planners

Responsibilities and Duties

Participate in planning of workflow to ensure completion of assigned returns

Assist in set up of new client tax returns and work papers

Prepare partnership, corporate, individual and personal property tax returns

Client contact as needed to facilitate completion of tax issues

Internal contact as needed between various departments to facilitate completion of tax issues

Documentation of records and work papers to firm's electronic file cabinet to ensure accurate, organized recordkeeping

Assist fellow department members in order for the department to complete annual tax season goals

Daily use of multiple software programs for organization of work papers, tax returns, and workflow management

Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment

Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

Bachelor’s degree or higher in Accounting, Tax or related field
CPA eligible or EA eligible required
1+ years’ experience in public accounting or its equivalent
Thorough knowledge of tax laws
Strong communication, interpersonal and organizational skills
Ability to use Microsoft Office Suite, including Excel
Proficient in Adobe Acrobat

Preferred

Education and Experience

Master's degree in Accounting or related field
CPA or EA preferred
Big four or large public accounting firm experience
CCH Axcess Tax, Engagement & BNA Income Tax Planner

Travel

No travel is expected for this position.

Work Environment

This job operates in a clerical, open-environment, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, printers, filing cabinets and fax machines. Upon management’s approval, remote work may be allowed using firm-approved office equipment. Correspondence with coworkers may be in person or through virtual means.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type and Expected Hours of Work

This is a full-time, exempt position. Typical days and hours of work are Monday through Friday 8 a.m. to 5 p.m. although additional hours may be required in order to complete work timely and accurately. Flexibility in hours is allowed based on management’s approval. The ability to work remotely is allowed based on management’s approval.

Compensation

$60,000. USD

Benefits

Competitive Salary
Employer Paid Medical, Short-Term Disability, Accident, Life and AD'D Insurance
Dental & Vision Insurance
Unlimited PTO
Firm-Paid Holidays, Including an Extended Winter Break
Safe Harbor 401k Plan
Generous Employer HSA Contributions
Employer Paid Professional Dues, Licenses/Renewals
Continuing Education Resources
Family Planning Assistance Program and Paid Parental Leave

Recognitions

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces (2024, 2025)
Accounting Today - Top…


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