Tax Associate

Job Description

THE OPPORTUNITY

This is an ideal role for a tax professional who wants more than a seat in a large-firm production line. You will work directly with the firm’s owner on a well-rounded tax practice while also helping keep the office running smoothly and serving as a primary point of contact for clients. The client base is primarily individuals, along with a mix of small businesses — meaningful work at a growing firm, making this a great environment to build broad experience, take on responsibility quickly, and grow alongside the firm.

KEY RESPONSIBILITIES

Tax Preparation & Planning

• Prepare federal and state individual income tax returns (Form 1040), including Schedules C, D, and E
• Prepare small business returns, including S corporations (1120-S), partnerships (1065), and select C corporations (1120)
• Assist with tax planning, quarterly estimated payments, and year-end projections
• Research tax questions and help draft responses to IRS and state notices
• Support bookkeeping, payroll, and sales tax compliance for business clients as needed

Review of Outsourced Work

• Review work prepared by outsourced resources for accuracy and completeness
• Provide clear feedback, track open items, and ensure deliverables meet firm standards and deadlines

Client Service & Office Administration

• Answer phones and respond to client emails promptly and professionally
• Request, gather, and organize client tax documentation, including through the client portal
• Schedule appointments, track engagement status, and maintain organized client files
• Assist with general office management to keep a small practice running efficiently

QUALIFICATIONS

Required

• Bachelor’s or associate’s degree in accounting, finance, or a related field
• 1–4+ years of tax experience in public accounting
• Working knowledge of individual and small business taxation
• Strong organizational skills and the ability to balance tax work with administrative responsibilities, especially during busy season
• Excellent written and verbal communication skills, with a friendly, professional client-facing demeanor
• Detail-oriented, dependable, and comfortable handling confidential information
• Proficiency with tax software and Microsoft Office, particularly Excel

Nice to Have

• CPA or EA license, or actively working toward one (not required)
• Experience reviewing the work of others (not required)
• Familiarity with QuickBooks or other small business accounting software

WHY REZNY CPA

• Hybrid schedule — approximately 3 days per week in the Huntersville office, with flexibility as needed
• Work directly with and learn from the firm’s owner
• Variety across tax preparation, planning, review, and client service
• A growing firm with room to take on increasing responsibility over time