Tax Associate 2

Summary/Objective 

Indirectly reporting to the Tax Seniors, the Tax Associate 2 is responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for the organization. 

Essential Functions 

1. Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065) 

1. Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.) 

1. Research as needed to respond to client questions and prepare tax returns accurately 

1. Compare tax returns to tax projections prepared by in-house Financial Planners 

Responsibilities and Duties 

1. Participate in planning of workflow to ensure completion of assigned returns 

1. Assist in set up of new client tax returns and workpapers 

1. Prepare partnership, corporate, individual and personal property tax returns 

1. Client contact as needed to facilitate completion of tax issues 

1. Internal contact as needed between various departments to facilitate completion of tax issues 

1. Documentation of records and workpapers to firm's electronic file cabinet to ensure accurate, organized recordkeeping 

1. Assist fellow department members in order for the department to complete annual tax season goals 

1. Daily use of multiple software programs for organization of workpapers, tax returns, and workflow management 

1. Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment 

1. Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients  

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.  

Requirements

Education and Experience 

• Bachelor’s degree or higher in Accounting, Tax or related field 

• CPA eligible or EA eligible required 

• 1+ years’ experience in public accounting or its equivalent 

• Thorough knowledge of tax laws 

• Strong communication, interpersonal and organizational skills 

• Ability to use Microsoft Office Suite, including Excel 

• Proficient in Adobe Acrobat 

Preferred Education and Experience: 

• Master's degree in Accounting or related field 

• CPA or EA preferred 

• Big four or large public accounting firm experience 

• CCH Axcess Tax, Engagement & BNA Income Tax Planner 

Travel 

No travel is expected for this position. 

Work Environment 

This job operates in a clerical, open-environment, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, printers, filing cabinets and fax machines. Upon management’s approval, remote work may be allowed using firm-approved office equipment.  Correspondence with coworkers may be in person or through virtual means. 

Physical Demands 

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.   

Position Type and Expected Hours of Work 

This is a full-time, exempt position. Typ