Tax Associate

Tax Associate

We are seeking a detail-oriented and motivated tax associate to join our growing public accounting team. This full-time, on-site role offers the opportunity to work with individuals, closely held businesses, partnerships, and S corporations while developing strong technical tax expertise. The ideal candidate is committed to delivering accurate, high-quality tax services, enjoys problem-solving, and is eager to build a long-term career in taxation.

Key Responsibilities

• Gather, organize, and analyze client financial information, including accounting records from QuickBooks and other bookkeeping platforms.
• Prepare federal and state tax returns for individuals (Form 1040), partnerships (Form 1065), S corporations (Form 1120-S), and other business entities.
• Develop and maintain supporting workpapers, schedules, and tax documentation.
• Research federal and state tax laws, regulations, and technical issues using authoritative resources.
• Assist with tax planning projects and year-end tax strategies for individuals and business owners.
• Support responses to IRS and state tax notices, examinations, and client inquiries.
• Communicate effectively with senior team members regarding project status, technical questions, and client matters.
• Collaborate with colleagues to ensure timely completion of engagements while maintaining high professional standards.
• Stay current on tax law developments, industry trends, and emerging technologies that enhance efficiency and client service.

Qualifications

• Bachelor's degree in accounting required.
• Master's degree in accounting, completion of 150 credit hours, CPA licensure, or active progress toward CPA certification preferred.
• Strong foundation in individual and business taxation through education and/or professional experience.
• Solid understanding of accounting principles and financial statement analysis.
• Proficiency with Microsoft Excel and Word; experience utilizing technology and AI-powered productivity tools is a plus.
• Experience with CCH Axcess or similar tax software is preferred.
• Strong analytical, organizational, and time-management skills.
• Ability to manage multiple priorities and deadlines, particularly during peak tax seasons.
• Excellent written and verbal communication skills.
• Commitment to professionalism, ethical standards, and exceptional client service.

What We Offer

• Exposure to a diverse client base across multiple industries and entity types.
• Direct mentorship from experienced tax professionals and CPAs.
• Opportunities for professional growth, technical development, and career advancement.
• Support for CPA exam preparation and ongoing professional education.
• Collaborative team environment focused on learning, innovation, and continuous improvement.
• Competitive compensation and benefits package.