Job Description
Are you a detail-oriented tax professional looking for a flexible work schedule?
Horizon Tax Partners is seeking a Part-Time Tax Associate to join our dynamic team in Madison, WI. We pride ourselves on providing top-tier tax preparation services to individuals and small businesses. This is an excellent opportunity for those seeking work-life balance during the off-season or looking to supplement their income.
Why Join Us?
- Competitive hourly rates based on experience.
- Flexible scheduling (perfect for students or parents).
- Collaborative and supportive work environment.
- Professional development and mentorship opportunities.
We are looking for a motivated individual who is ready to dive into the world of taxation and help clients maximize their returns.
Responsibilities
- Prepare individual and business tax returns (Form 1040, 1120, etc.) using industry-standard tax preparation software (e.g., Drake, ProSeries).
- Conduct thorough client interviews to gather necessary financial information, receipts, and documentation.
- Review and verify all data for accuracy, completeness, and compliance with current IRS regulations.
- Communicate tax findings, potential liabilities, and payment options to clients in a clear, professional, and empathetic manner.
- Assist with year-round tax planning strategies and the organization of client files.
- Stay updated on changes in federal and state tax laws to ensure compliance.
Qualifications
- Associate’s or Bachelor’s degree in Accounting, Finance, or Taxation (or currently pursuing).
- Previous experience in tax preparation is preferred but not required for highly motivated candidates.
- Strong attention to detail and exceptional analytical skills.
- Excellent verbal and written communication skills.
- Ability to work independently and manage time effectively to meet strict deadlines.
- Must be available for the busy tax season (January–April).