We are seeking a Tax Associate who will be working with the support of the Tax Fulfillment Manager and Technical Tax Partner, the Tax Associate will collaborate with the tax team to provide tax preparation, planning, and compliance services for a diverse client base. The primary focus will be on real estate partnerships, S corporations of varying size and complexity, and related high-net-worth individuals.
The ideal candidate is technically proficient, detail-oriented, and comfortable using tax preparation and workflow software. This role requires strong analytical skills, the ability to work independently, and a commitment to delivering exceptional client service while maintaining compliance with IRS Circular 230 and professional accounting standards.
Key Responsibilities
Prepare federal and state tax returns for:
Utilize tax preparation and workflow software efficiently and accurately.
Analyze tax returns to identify opportunities for maximizing tax efficiency and minimizing tax liabilities.
Manage workflow independently while maintaining organized schedules and meeting deadlines.
Prioritize multiple engagements and complete work accurately within established timelines.
Research complex tax issues and recommend practical, compliant solutions.
Demonstrate strong analytical thinking and problem-solving skills.
Collaborate effectively with team members while taking ownership of assigned responsibilities.
Build and maintain strong relationships with clients and colleagues.
Adhere to the ethical standards and responsibilities of tax practitioners as outlined in IRS Circular 230.
QualificationsEducation & Certifications
Bachelor's degree in Accounting, Taxation, or a related field.
CPA designation is strongly preferred.
Experience
Minimum of 3 years of public accounting experience.
Strong experience preparing real estate partnership and S corporation tax returns.
Experience with high-net-worth individual and fiduciary tax returns is preferred.
Technical Skills
Proficiency with Microsoft Office, particularly Excel.
Experience with CCH Axcess Tax and related tax software.
Familiarity with tax workflow and document management systems.
Professional Skills
Strong understanding of the tax compliance cycle and seasonal workload demands.
Ability to work independently with minimal supervision.
Excellent organizational skills and attention to detail.
Strong project and time management abilities.
Ability to manage multiple priorities in a fast-paced environment.
Excellent analytical, research, and problem-solving skills.
Strong written and verbal communication skills.
Commitment to exceptional client service and teamwork.
Adaptable, proactive, and growth-oriented.
Benefits
Medical, Dental, Vision, Life, Retirement, PTO
Company Overview
Our vision is to build an exceptional community of tax and accounting professionals who are empowered to deliver an unparalleled, personalized experience for our clients. We foster a collaborative, technology-driven environment where continuous learning, innovation, and professional growth are encouraged.
We believe in winning as a team while empowering individuals to take ownership of their success. Every day presents new opportunities to solve complex tax challenges, build meaningful client relationships, and contribute to the continued success of our firm.