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. The Tax Associate will support client service teams in delivering accurate, timely tax compliance and will begin developing the skills needed to provide proactive, high-quality tax solutions. 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