Tax Associate

General

Purpose:

Richey May is seeking a motivated and detail-oriented Tax Associate to join our growing tax practice. This entry-level role is ideal for an individual looking to build a strong foundation in public accounting while gaining exposure to a variety of tax engagements. The Tax Associate will support client service teams in delivering accurate, timely tax compliance and will begin developing the skills needed to provide proactive, high-quality tax solutions.

This individual will play a key role in preparing tax returns, supporting client engagements, and contributing to the team's overall success and growth.

Success in this role requires strong attention to detail, a proactive approach to learning, and the ability to manage multiple assignments and deadlines with professionalism. Richey May invests heavily in developing our Tax Associates, offering structured mentorship, ongoing training, and a clear path toward becoming a Senior Tax Associate and beyond.

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Prepare Tax Returns: Prepare federal and state tax returns for individuals, partnerships, and S-corporations under supervision.
• Support Tax Research: Assist with tax research to support compliance and identify potential planning opportunities.
• Support Client Engagements: Gather and organize financial data and documentation to support client engagements.
• Manage Assignments: Manage multiple assignments and meet deadlines with attention to detail and quality.

• Communicate Across Teams: Communicate effectively with internal teams to ensure accuracy and timely completion of work.
• Collaborate Across Service Lines: Collaborate with team members across service lines to support client needs.
• Apply Feedback: Develop an understanding of tax concepts and begin translating them into practical applications through coaching and review.

• Use Tax Software: Utilize tax software and technology tools to complete assigned work efficiently.
• Support Process Improvement: Identify opportunities to improve processes and enhance workflow efficiency.

• Stay Current on Tax Law: Stay current on tax laws, regulations, and industry trends through training and development.
• Work Toward CPA Licensure: Progress toward CPA eligibility and licensure with firm support, including study time and exam resources.
• Perform Other Duties as Assigned: Take on additional responsibilities as needed to support the success of the engagement team.

• Basic understanding of tax preparation for individuals and business entities.
• Strong analytical, problem-solving, and organizational skills.
• Proficiency in Microsoft Excel and Word.
• Experience with Pro System fx or similar tax software is a plus.
• Excellent written and verbal communication skills.
• Demonstrated ability to learn quickly and work effectively in a team environment.
• Strong attention to detail and commitment to delivering high-quality work.
• Ability to follow all Richey May policies, procedures, standards, specifications, and guidelines.

• 1–2 years of experience in public accounting or relevant internship experience.
• Internship or academic experience in tax or accounting is preferred.
• Exposure to industries such as Real Estate, Manufacturing, or Non-Profit is a plus.
• Interest in working with a variety of clients, including small businesses and individuals.

• Bachelor's degree in Accounting, Finance, Economics, or a related field required.
• CPA eligible or actively pursuing a CPA license preferred.

• Adheres to the highest degree of professional standards and strict client confidentiality.
• Anticipates and addresses client concerns; escalates and resolves problems as they arise.
• Maintains current knowledge of industry practices and ensures best practices are always considered.
• Develops long-term relationships and networks both internally and externally.
• Committed to continuous professional development, including continuing education, training seminars, and networking events.
  
  Maintains regular, predictable attendance; communicates proactively when attendance will be disrupted.
• Performs other duties as assigned.
• Employees are held accountable for all duties of this job.

• CPA eligible or actively pursuing CPA licensure preferred; not required for entry.
• Candidates must successfully pass a criminal background check.