Tax Associate

• Prepare federal, state, and local income tax returns for individuals, partnerships, corporations, S-corporations, and trusts under supervision
• Assist with tax extensions, estimated tax payments, and amended returns
• Conduct basic tax research and summarize findings
• Compile, organize, and analyze client financial information to develop tax work papers
• Maintain accurate, properly indexed and cross-referenced workpaper documentation
• Identify missing or incomplete information and communicate follow-up needs
• Communicate with clients to request information and clarify documentation requirements
• Participate in virtual or in-person client meetings, take notes, and prepare follow-up tasks
• Participate in formal training, self-study, and continuing education
• Take steps toward CPA licensure through exam preparation and meeting requirements

• Current or completed enrollment at an accredited university pursuing a bachelor’s degree with a major or emphasis in Accounting
• Expected completion of a bachelor’s or master’s degree between December 2026 and June 2027
• CA CPA eligible
• Master’s degree in Taxation or Accountancy preferred
• Minimum accounting GPA of 3.0 preferred
• Strong attention to detail and analytical abilities
• High motivation to learn and produce high-quality work
• Effective interpersonal skills and ability to collaborate with colleagues and clients
• Ability to work flexibly as part of a team to meet periodic and project-based client deadlines
• Prior public accounting experience helpful but not required
• Clear and professional verbal and written communication skills

Demonstrates proficiency in preparing federal, state, and local income tax returns while maintaining accurate documentation and effective communication with clients. Strong analytical abilities and attention to detail are essential for developing tax work papers and conducting tax research.

• Tax Return Preparation
• Tax Research
• Client Communication
• Attention to Detail
• CPA Exam Preparation

• Income Tax Returns
• Tax Extensions
• Amended Returns
• Financial Analysis
• Workpaper Documentation
• Accounting Principles
• Tax Compliance
• GPA of 3.0
• Bachelor’s Degree in Accounting
• Master’s Degree in Taxation

• Interpersonal Skills
• Collaboration
• Motivation to Learn
• Effective Communication
• Teamwork

• CA CPA Eligible

• Public Accounting
• Taxation
• Client Meetings
• Continuing Education
• Accounting Standards