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Associate Sureprep Jobs (NOW HIRING)

CBIZ

Tax Senior Associate

Nashville, TN · Hybrid

$78K - $97K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

Myers and Stauffer

Tax Senior Associate

Nashville, TN · Hybrid

$78K - $97K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

CBIZ, Inc.

Tax Senior Associate

Phoenix, AZ · On-site

$74K - $92K/yr

#LI-Onsite #LI-EM1 Responsibilities Tax Senior Associate | Generalist Essential Functions and ... Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client ...

CBIZ

Tax Senior Associate

Phoenix, AZ

$80K - $100K/yr

Must be able to travel based on client and business needs Tax Senior Associate | Generalist ... Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client ...

Cerity Partners

Senior Tax Associate

Raleigh, NC · On-site

$79K - $98K/yr

We are seeking a detail-oriented Senior Tax Associate who takes pride in producing accurate, high ... SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus Skills & Competencies:

Myers and Stauffer

Tax Senior Associate

Phoenix, AZ

$80K - $100K/yr

Must be able to travel based on client and business needs Tax Senior Associate | Generalist ... Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client ...

EHTC

Tax Processor

Ada, MI

... SurePrep, Engagement, and UltraTax. * Assist clients with document intake, document delivery ... High school diploma required; associate's degree or bachelor's degree preferred. * 2+ years of ...

Ceritypartners

Tax Operations Associate

Raleigh, NC · On-site

$56K - $75K/yr

Associate or Bachelor's Degree preferred. (Finance or Accounting majors preferred) * Proficiency ... SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus Skills & Competencies:

Cerity Partners

Tax Operations Associate

Raleigh, NC · On-site

$56K - $75K/yr

Associate or Bachelor's Degree preferred. (Finance or Accounting majors preferred) * Proficiency in ... SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus Skills & Competencies:

Cerity Partners

Senior Tax Associate

Cincinnati, OH · On-site

$78K - $96K/yr

We are seeking a detail-oriented Senior Tax Associate who takes pride in producing accurate, high ... SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus Skills & Competencies:

Ceritypartners

Senior Tax Associate

Cincinnati, OH · On-site

$78K - $96K/yr

We are seeking a detail-oriented Senior Tax Associate who takes pride in producing accurate, high ... SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus Skills & Competencies:

Ceritypartners

Senior Tax Associate

Raleigh, NC

$79K - $98K/yr

We are seeking a detail-oriented Senior Tax Associate who takes pride in producing accurate, high ... SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus Skills & Competencies:

Myers and Stauffer

Tax Senior Associate

San Francisco, CA · Hybrid

$96K - $119K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

CBIZ

Tax Senior Associate

San Francisco, CA · Hybrid

$96K - $119K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

CBIZ, Inc.

Tax Senior Associate

Boca Raton, FL · On-site

$77K - $95K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

Myers and Stauffer

Tax Senior Associate

Boca Raton, FL · Hybrid

$77K - $95K/yr

Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...

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Associate Sureprep information

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How much do associate sureprep jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for associate sureprep in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

What are the typical responsibilities of an Associate Sureprep in a tax preparation firm?

As an Associate Sureprep, your primary responsibilities revolve around organizing, scanning, and preparing client tax documents for efficient processing by senior tax professionals. You'll review financial statements, ensure data accuracy, and use specialized software to digitize and categorize documents according to firm protocols. Collaboration with tax preparers and accountants is common, especially when clarifying documentation or resolving discrepancies. This role provides a strong foundation in tax compliance processes and offers opportunities to learn advanced tax preparation skills over time.

What are the key skills and qualifications needed to thrive as an Associate Sureprep, and why are they important?

To excel as an Associate Sureprep, you typically need a background in accounting, attention to detail, and strong organizational skills, often supported by a relevant degree or coursework. Familiarity with tax preparation software such as SurePrep 1040SCAN, document management systems, and proficiency in Microsoft Excel are commonly required. Effective communication, reliability, and the ability to manage deadlines are essential soft skills for collaborating with team members and handling confidential information. These competencies are vital to ensure accurate, efficient tax document processing and high-quality client service during peak tax seasons.

What is the difference between Associate Sureprep vs Tax Preparer?

AspectAssociate SureprepTax Preparer
Required CredentialsHigh school diploma or equivalent; certification in tax software often preferredHigh school diploma or equivalent; often requires IRS PTIN registration
Work EnvironmentTypically in tax preparation firms, accounting departments, or remote settingsIn tax offices, accounting firms, or freelance settings
Employer & Industry UsageUsed by tax firms, accounting companies, and financial servicesUsed by tax preparation services, accounting firms, and independent preparers

The Associate Sureprep role primarily involves using tax software to prepare and review tax documents, often under supervision. A Tax Preparer may perform similar tasks but can also handle more direct client interactions and complex filings. While both roles require basic tax knowledge, Associate Sureprep positions focus more on software proficiency, whereas Tax Preparer roles may demand broader tax knowledge and client communication skills.

What is an Associate Sureprep?

An Associate Sureprep is a professional who assists in the preparation and review of tax documents, primarily using SurePrep software, which streamlines and automates the tax preparation process. They typically work in accounting firms or tax departments, supporting senior accountants or tax preparers by organizing, entering, and verifying client financial information. Their responsibilities may include gathering necessary documentation, ensuring accuracy, and helping maintain compliance with tax laws. This role is ideal for individuals interested in developing their accounting skills and gaining experience in tax preparation.
What cities are hiring for Associate Sureprep jobs? Cities with the most Associate Sureprep job openings:
What are the most commonly searched types of Sureprep jobs? The most popular types of Sureprep jobs are:
What states have the most Associate Sureprep jobs? States with the most job openings for Associate Sureprep jobs include:
Associate Sureprep jobs near you
Administrative Assistant - Northbrook, IL

Administrative Assistant - Northbrook, IL

Friedman + Huey Associates LLP

Northbrook, IL • On-site

$50K - $70K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

For nearly four decades, Friedman + Huey Associates LLP has been providing high-level tax and business consulting services across the United States and in nearly 30 countries around the world. With a tremendous team of professionals, we place a keen focus on providing exceptional service to our clients. Our associates enjoy great camaraderie and an excellent work culture. We work hard/play hard and continue to maintain team relationships even while working remotely/hybrid.


We are looking for an onsite Administrative Assistant to join our team in our Northbrook office. This position will provide administrative support to all levels of the firm. The Administrative Assistant will regularly interact with Partners, all levels of staff and clients. This role requires supreme integrity, trust, and commitment to confidentiality and diplomacy. The ideal candidate should be self-driven, resourceful and think outside of the box. Functions will include some but not all of those listed below.


Essential Functions

  • Answer and direct phone calls in a friendly manner.
  • Sort and distribute incoming mail.
  • Schedule meetings accordingly using Outlook/Teams.
  • Send/distribute incoming faxes.
  • Prepare US mailings, UPS, FedEx, and messenger packages.
  • Finalize letters/notices and draft engagement letters.
  • Scan client documents and monthly statements.
  • Assign returns to interns and manage 1040 queue.
  • Create client codes, create locators, and update account in practice management program.
  • Prepare, print, and collate tax organizers.
  • Organize and process incoming client data.
  • Downloading/uploading client data from portals/websites.
  • Create SurePrep binders and import into GoSystem.
  • Assemble tax returns (individual, trust, entities, gift tax, estate tax) – paper and electronic.
  • Coordinate and prepare batch filing.
  • Record chargeable client expenses.
  • Draft, review & post client invoices.
  • Prepare various reports as requested.
  • Prepare 1099s annually and as requested.
  • Coordinate services to maintain the office as directed by Firm Administrator.


Experience

  • Bachelor’s degree preferred.
  • Experience in the accounting industry preferred.
  • Minimum of 5 years of administrative experience supporting multiple individuals in a fast-paced, confidential, professional services environment.
  • Possess an intermediate skill level (at minimum) in the following: Microsoft programs – Excel, Outlook, PowerPoint, Teams, Word.
  • Knowledge with programs a plus - e-Form RS, GFR, GoSystem, PracticePro 365, SafeSend, SurePrep.
  • Demonstrate skills in the areas of time management, communication, interpersonal skills, high-level of emotional intelligence, relationship building, collaboration, and problem solving.
  • Ability to incorporate creative approaches to various projects by taking initiative and working independently.
  • Keen sense of accuracy, attention to detail.
  • Basic accounting knowledge a plus.


Benefits

  • Compensation Range: $50,000-$70,000
  • Medical/Dental/Vision/Life/Disability/401k/Profit Sharing/PTO
  • Perk offerings in a family friendly environment
  • Generous paid time off
  • Summer Fridays
  • Office closed between Christmas - New Years


If you are seeking an employee-centric firm who cares about its employees as individuals and provides career growth opportunities for its team members, we encourage you to apply.

Apply