Tax Associate

Job Description Job Description About Us: We’re an energetic tax and accounting firm on the rise. Our team blends expertise with approachability, we take our work seriously but never ourselves. From entrepreneurs to families, we handle everything from individual returns, business returns and trust and estate tax filings. Work/life balance is a priority, and we believe in creating an environment where our team can deliver magnificent work without sacrificing personal time or well-being. If you are looking for a company that works hard and plays hard, give us consideration. The Role: We are looking for an organized/self-starter Tax Associate to join our expanding team. This individual thrives in a fast-paced, team-oriented environment. You’ll have the opportunity to collaborate directly with clients on data collection, tax return preparation, and research, while gaining firsthand exposure to both business and individual returns and tax planning/advisory. Effective communication/people skills and attention to details are key, as you’ll be interacting directly with current and prospective clients to help ensure a smooth, professional experience from start to finish. What You’ll Do: Prepare and review individual and business tax returns (Forms 1040, 1120S, 1065, etc.) Meet and collaborate with clients to gather tax documents and clarify questions Build relationships with clients and offer end-to-end support Assist with bookkeeping and data cleanup in QuickBooks (Online + Desktop) as needed Maintain accurate workpapers and documentation in Lacerte and Smart Vault Communicate professionally with clients and team members via phone, email and Teams What We’re Looking For: Minimum of 3-5 years of tax preparation experience Proficiency with Lacerte, Microsoft Office, Google Suite programs, and QuickBooks Enrollment Agent License What We Offer: Modern, flexible work culture (remote/hybrid options available) Clear growth path, learn, develop, and expand your responsibilities quickly Positive, collaborative environment Performance-based compensation based on output and initiative Job Types: Full-time, Seasonal, Contract Education: Bachelor's (Required) License/Certification: Enrolled Agent (Required) #J-18808-Ljbffr