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. 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. Essential Duties & Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Tax Compliance & Support 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. Client & Team Collaboration 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. Technology & Process Improvement 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. Professional Development 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. Job Qualifications Knowledge, Skills, and Abilities 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 ProSystem 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. Experience 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. Education Bachelor's degree in Accounting, Finance, Economics, or a related field required. CPA eligible or actively pursuing a CPA license preferred. General 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. Additional Requirements/Licenses/Certifications CPA eligible or actively pursuing CPA licensure preferred; not required for entry. Candidates must successfully pass a criminal background check. #J-18808-Ljbffr