Tax AssociateAssistant

Job Description

• Candidates should possess skills in tax preparation and tax compliance, with the ability to prepare accurate returns and meet filing requirements.
• Candidates should possess skills related to tax law and general tax knowledge, including understanding current regulations and applying them to client situations.
• Candidates should possess finance-related skills, such as analyzing financial statements and understanding basic accounting principles.
• Strong attention to detail, analytical thinking, and the ability to work efficiently during peak tax season.
• Effective written and verbal communication skills, with the ability to explain tax concepts clearly to clients.
• Proficiency with tax preparation software and common office applications (e.g., Excel, document management tools).
• Associate or bachelor's degree in accounting, finance, or a related field preferred; relevant experience in tax preparation is highly beneficial.
• Ability to maintain confidentiality, adhere to ethical standards, and work collaboratively in an on-site team environment.

• Prepare individual and small business tax returns in compliance with federal, state, and local tax regulations.
• Review financial records and supporting documentation for accuracy and completeness.
• Identify applicable deductions, credits, and tax-savings opportunities.
• Communicate with clients to gather information and explain tax outcomes.
• Assist with tax planning and respond to notices from tax authorities.
• Maintain organized records of tax returns, filings, and client documentation.
• Monitor deadlines and ensure timely completion of client engagements.
• Collaborate with team members to support quality control and meet firm objective.
• Maintain Confidentiality and provide professional, responsive client services.
• Stay current on tax law changes and compliance requirements.