Job Description
Are you a detail-oriented professional looking for a direct hire opportunity in the heart of North Carolina's financial hub? Horizon Financial Partners is seeking a dynamic Tax Associate to join our growing team. We pride ourselves on offering a collaborative environment where your analytical skills will directly impact our clients' financial success. If you are ready to take the next step in your tax career, we want to hear from you.
As a Tax Associate, you will play a crucial role in preparing tax returns, ensuring compliance with local and federal regulations, and providing exceptional service to our diverse client base.
Responsibilities
- Prepare and Review Tax Returns: Accurately prepare individual, corporate, and partnership tax returns under the supervision of senior staff.
- Client Communication: Interact directly with clients to gather necessary financial information, answer inquiries regarding tax filings, and explain complex tax concepts in plain language.
- Compliance & Research: Stay up-to-date with changing tax laws and regulations, conducting thorough research to ensure all filings comply with current code requirements.
- Financial Analysis: Analyze financial statements and data to identify discrepancies and optimize tax positions for clients.
- File Management: Organize and maintain client files, ensuring all documentation is secure and easily accessible for future audits or inquiries.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or related field required.
- Experience: 1-3 years of experience in tax preparation or public accounting preferred.
- Technical Skills: Proficiency in tax preparation software (e.g., Drake, UltraTax) and strong Excel skills.
- Certification: CPA license is a plus but not mandatory for entry-level associates.
- Attention to Detail: Exceptional ability to review complex data for errors and ensure 100% accuracy.
- Communication: Strong verbal and written communication skills with the ability to build rapport with clients.