Tax Associate

***Relocation Assistance Available***

• Prepare federal and state income tax returns for individuals and various entity types;
• Assist with federal and state compliance reporting requirements;
• Reconcile general ledger accounts to ensure accuracy and completeness;
• Conduct general bookkeeping tasks, including payroll processing and account reconciliations;
• Enter and verify financial data, schedule required work, and maintain client files with strict confidentiality;
• Utilize QuickBooks Online/Desktop, CCH, and Microsoft Office Suite to support day-to-day operations;
• Maintain a full workload and ensure timely completion of assigned tasks;
• May support audit-related functions as needed;
• Perform other related duties and special projects as assigned.

• Highly organized, accurate, and detail-oriented;
• Strong communication skills, both written and verbal;
• Service mindset with the ability to manage multiple priorities in a fast-paced environment;
• Team-oriented with a strong sense of accountability and initiative;
• Proficiency in QuikBooks, Microsoft Office, and CCH
• Active listening and problem-solving skills.;
• Knowledge of Generally Accepted Accounting Principles (GAAP);
• Understanding of tax basis accounting methods (Cash and Accrual)

• Bachelor’s degree in Accounting or Finance
• CPA track or active pursuit of CPA certification preferred but not required.
• 2–4 years of professional experience in a similar tax/accounting role is preferred.
• Prior experience in a public accounting firm is a plus.

• Medical, Dental, and Vision
• GAP Benefits
• Supplemental Benefits
• Life and AD&D Insurance
• Short- & Long-Term Disability Plans
• 401k with Company Matching
• Bonus Structure
• Flexible PTO with sick time
• Incentive Program
• Development Program
• Company Wellness Program

Texting Privacy Policy and Information:

• Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling.
• No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
• Message frequency will vary depending on the application process.
• Msg & data rates may apply.
• OPT out at any time by texting "Stop".