Job Description
Join our award-winning tax team in Toledo, OH! We're urgently seeking a meticulous Tax Associate to deliver exceptional financial solutions to diverse clients. This role offers rapid career growth, hybrid work flexibility, and comprehensive benefits including 401k matching. Perfect for CPA candidates ready to accelerate their expertise in individual and corporate taxation while supporting underserved communities.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with evolving IRS regulations
- Develop tax planning strategies to minimize liabilities for high-net-worth clients
- Manage client relationships through quarterly tax consultations and year-round support
- Leverage ProSystem fx and Lacerte software for efficient return processing
- Collaborate with audit team on multi-state tax compliance projects
- Maintain meticulous documentation for IRS audit readiness
Qualifications
- Bachelor's degree in Accounting/Finance with 2+ years tax preparation experience
- Active CPA license or enrolled agent certification required
- Advanced proficiency in tax software (ProSystem fx, CCH Axcess)
- Demonstrated expertise in multi-state tax compliance and S-Corp taxation
- Exceptional analytical skills with attention to detail in complex financial scenarios
- Strong written communication for client-facing tax advisory deliverables
- Experience with non-profit tax filings (Form 990) preferred