Job Description
Are you a detail-oriented professional looking to advance your career in the heart of Wisconsin? Horizon Tax Partners is seeking a motivated Tax Associate to join our dynamic team. We pride ourselves on delivering exceptional financial services to a diverse clientele while fostering a collaborative and growth-oriented environment. This is an immediate opening for a dedicated professional ready to start tomorrow. We offer a competitive benefits package, a supportive mentorship program, and a clear path for professional advancement.
Responsibilities
- Prepare and review federal, state, and local income tax returns for individuals and businesses with high accuracy.
- Conduct thorough tax research to support complex tax issues and ensure full regulatory compliance.
- Assist senior tax professionals in developing tax planning strategies and leading client consultations.
- Organize and maintain client tax files and documentation with a high degree of attention to detail.
- Communicate effectively with clients regarding tax deadlines, inquiries, and filing status.
- Stay updated on changes in tax laws and implement necessary adjustments to internal procedures.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field is required.
- Candidate for CPA license or currently holding a CPA certification is a significant plus.
- Strong understanding of U.S. federal and state tax laws and regulations.
- Proficiency in Microsoft Office Suite, specifically Excel, and familiarity with tax software (e.g., ProSystem fx, Lacerte).
- Excellent analytical, problem-solving, and organizational skills.
- Ability to work independently and manage multiple priorities in a fast-paced environment.