Job Description
Are you a detail-oriented professional looking to advance your career in tax? Crescent Financial Partners is seeking a Tax Associate to join our dynamic team in Jersey City, NJ. We pride ourselves on providing exceptional financial services to a diverse client base and are offering a generous $5,000 Sign-On Bonus for qualified candidates.
As a Tax Associate, you will play a critical role in preparing and reviewing tax returns, ensuring compliance with federal and state regulations, and providing strategic tax planning advice. If you are ready to take the next step in your finance career with a competitive compensation package, we want to hear from you.
Responsibilities
- Prepare and Review: Prepare and review complex federal and state individual and corporate income tax returns with accuracy and efficiency.
- Client Communication: Serve as the primary point of contact for clients, providing clear explanations of tax positions and addressing inquiries professionally.
- Compliance: Ensure all tax filings comply with current laws, regulations, and internal policies; stay updated on tax law changes.
- Research: Conduct thorough research on technical tax issues and provide solutions to clients and internal teams.
- Team Collaboration: Collaborate with senior staff and partners to ensure high-quality deliverables and meet tight deadlines during tax season.
- Software Proficiency: Utilize tax preparation software (e.g., ProSystem fx Tax, Lacerte, or similar) to manage client data effectively.
Qualifications
- Education: Bachelor’s degree in Accounting or Finance required; Master’s degree (MS Tax) preferred.
- Licensure: CPA license or currently sitting for the CPA exam is a significant plus.
- Experience: 1-3 years of experience in public accounting or tax preparation is preferred.
- Technical Skills: Proficiency in Microsoft Office Suite, especially Excel, and experience with tax preparation software.
- Attention to Detail: Exceptional analytical skills with a keen eye for detail and accuracy.
- Communication: Strong verbal and written communication skills with the ability to explain complex concepts to non-technical clients.