Summary of Responsibilities:
The Tax Associate is the team member responsible for preparing stand-alone business tax returns, financial statement-related tax returns, individual tax returns, and some light tax research.
The Tax Associate supports the Firm’s goals and values through all professional communication and maintains positive working relationships.
Essential Functions:
• Become familiar with the Firm’s policies, procedures, manuals, forms, and relevant software.
• Prepare tax returns (business and personal) as assigned by the Supervisor.
• Prepare working trial balance, adjusting journal entries, tax accruals, and stand-alone tax returns.
• Maintain property and equipment records and calculate depreciation and amortization.
• Prepare and reconcile account schedules as requested.
• Perform light research projects in taxation, including payroll and sales tax.
• Communicate with clients regarding the information needed or clarify issues as directed by the Supervisor.
• Stay aware of budgets on engagements and can work with supervisors on keeping within those budgets.
• Begin to understand critical elements of client care and service.
Develop and adhere to personal priority goals.
Other Functions:
• Develop and adhere to personal priority goals.
• Participate in community involvement.
• Begin to enhance sales, writing, communication, interpersonal, and other human relations skills.
• Possess an understanding of the economics of the tax business and its relation to the Firm.
• Support departmental goals, policies, and guidelines.
• Actively pursue a CPA certification by sitting for all scheduled exams (if not completed already).
• Participate in other administrative activities or other duties as requested by the Partners, Directors, and/or Managers.
Qualifications:
• Bachelor's and/or Master's in Accounting
• Eligible to sit for the CPA exam
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