Tax Associate

About Duncan Financial Group

Headquartered in Irwin, Pennsylvania - we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees.We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations.Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Tax Associate

Position Summary:

The primary function of this role is to prepare individual, partnership, corporate, and nonprofit tax returns while also providing support for general accounting functions across multiple entities. This role ensures compliance with federal, state, and local tax regulations and assists in the preparation of internal financial statements. The ideal candidate will demonstrate strong technical expertise in accounting and taxation, a client-first mindset, and the ability to manage multiple priorities effectively.

Key Responsibilities:

Tax Preparation and Client Service

• Prepare accurate and timely tax returns for individuals, partnerships, corporations, and nonprofit organizations
• Deliver exceptional service to clients to promote satisfaction and retention
• Apply technical knowledge to complex tax and accounting matters, ensuring compliance and optimal tax outcomes

Accounting and Financial Reporting

• Process daily transactions to general ledger accounts and prepare journal entries
• Reconcile commission revenue and assist with month-end closings
• Assist in the preparation of internal financial statements for multiple business entities
• Support the fulfillment of compliance-related reporting requirements

Accounts Payable and Receivable Management

• Process vendor payments and ensure accurate accounts payable entries
• Record receipts and maintain accounts receivable accuracy
• Monitor cash balances across multiple entities and escalate issues as needed

Operational Support

• Assist in the coordination of various finance-related duties and special projects
• Support cross-functional activities as assigned to improve process efficiencies
• Perform other duties as assigned

Qualifications:

• Bachelor's degree in Accounting, Finance, or Business Administration required
• Current Certified Public Accountant (CPA) or IRS Enrolled Agent (EA) designation required
• Minimum of 3 years of experience preparing individual and business tax returns; prior experience with accounts payable, accounts receivable, or commission accounting is preferred
• Strong knowledge of accounting principles and federal tax regulations, including preparation of Forms 1040, 1065, 1120, and 990
• Proficiency in Microsoft Office Suite, with a strong emphasis on Excel
• Experience with accounting and tax software, including LaCerte, TaxDome, and QuickBooks
• Excellent written and verbal communication skills, with the ability to collaborate effectively across departments and with clients
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail
• Demonstrated ability to prioritize multiple responsibilities, work independently, and consistently meet deadlines in a fast-paced environment
• Employment is contingent upon the successful completion of all pre-employment requirements, which may include a criminal background check and credit history review, as permitted by law

Remote Work Environment: Preference given to candidates in Eastern or Central U.S. time zones

Salary Transparency Statement: In accordance with state and local pay transparency laws, we will provide the applicable salary range upon request to candidates who reside in jurisdictions where such disclosure is required.


Benefits:

• Competitive Compensation
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.