Tax Paraprofessional

Job Summary

As a Paraprofessional, you will be responsible for the preparation of business and individual tax returns, gaining exposure to a diverse client base across various industries. The role involves collaborating with internal teams and leaders to produce high-quality deliverables and build upon technical skills for professional growth.

• Tax Preparation
  • Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.
  • Organize and review client-provided financial information, ensuring accuracy and completeness.
  • Use tax software and tools to input data, calculate tax liabilities, deductions, and credits.
• Research and Analysis
  • Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines.
  • Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues.
  • Assist in preparing tax projections and estimates to guide clients in making informed financial decisions.
• Client Communication
  • Communicate with clients to gather necessary information and address inquiries related to tax matters.
  • Explain tax concepts and implications to clients in a clear and understandable manner.
  • Collaborate with internal teams to provide timely updates and recommendations on client tax situations.
• Compliance and Documentation
  • Ensure adherence to tax regulations and deadlines, filing returns accurately and on time.
  • Maintain organized and comprehensive tax files and documentation for each client engagement.
  • Track changes in tax laws and regulations and assess their potential impact on clients.
• Team Collaboration
  • Collaborate with other tax professionals to share insights, knowledge, and best practices.
  • Support senior team members in complex tax projects, including audits and specialized services.
  • Participate in internal training sessions to enhance technical skills and stay updated on industry trends.

Work is conducted in a professional office environment with minimal distractions.

Prolonged periods of sitting at a desk and working in front of a computer screen. Must be able to lift to 15 pounds at a time.

Travel may be frequent and unpredictable, depending on clients’ needs.

• Required: Pursuing a bachelor’s degree in accounting, finance, or a related field; 0–1 year of relevant experience.
• Preferred: Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained.

Responsible for completing the minimum CPE credit requirement.

• CCH Prosystem FX
• Axcess Tax, Axcess Document, Axcess Workstream
• Thomson Reuters Fixed Assets CS
• Checkpoint for Tax Research

Competitive compensation tailored to role, qualifications, and expertise. Comprehensive benefits include group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off allowances.

UHY is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or any other protected status.