Tax Associate

• Prepare personal, fiduciary, S-Corporation, partnership, private foundation, and gift tax returns

• Prepare quarterly and annual income tax projections, estimated tax vouchers, extension forms, work papers, and financial statements

• Maintain client paper and electronic data files in a timely manner

• Compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees, and collection consulting fees

• Present complete, timely, and accurate client deliverables efficiently

• Attend and participate in learning opportunities through associate meetings and internal resources

• Respond to inquiries from the IRS and other taxing authorities

• Research technical matters for complex tax needs and regulatory updates

• Comply with the firm’s quality control standards

• Undertake additional client-service projects as needed

• Bachelor’s degree in Accounting
• 1+ years of related experience
• Proficiency in Microsoft Office, including Word, Outlook, and Excel
• Familiarity with tax software programs
• Positive attitude toward client relations and exceptional, proactive client service
• Ability to manage multiple tasks with attention to detail
• Strong organization, analytical skills, creative problem solving, and research capabilities
• Ability to work on a team while maintaining responsibility and accountability for individual projects and tasks
• Ability to manage conflicting priorities, deadline-based tasks, and simultaneous projects
• Clear communication with strong interpersonal, writing, and presentation skills
• Legally authorized to work in the United States

Demonstrates expertise in preparing various tax returns and financial statements while ensuring compliance with regulatory standards. Proficient in managing client relationships and delivering high-quality service with strong organizational and analytical skills.

• Tax Return Preparation
• Financial Statement Compilation
• Microsoft Office Proficiency
• Client Service Excellence
• Analytical Skills

• Tax Return Preparation
• Financial Statement Compilation
• Tax Software Familiarity
• Income Tax Projections
• IRS Inquiry Response
• Regulatory Research
• Quality Control Compliance
• Asset Value Compilation
• Estimated Tax Vouchers
• Extension Forms Preparation

• Attention to Detail
• Creative Problem Solving
• Clear Communication
• Interpersonal Skills
• Team Collaboration

• Accounting
• Fiduciary Tax Returns
• S-Corporation Tax Returns
• Partnership Tax Returns
• Private Foundation Tax Returns
• Gift Tax Returns

• Microsoft Word
• Microsoft Outlook
• Microsoft Excel