Job Description
Launch Your Career in Finance Without Prior Experience!
Are you a detail-oriented professional looking to start a lucrative career in tax and accounting? Merit Tax Services is seeking a motivated Tax Associate to join our dynamic team in Indianapolis, IN. We offer comprehensive training, mentorship programs, and a clear path for career advancement for those ready to learn.
Don't let a lack of experience hold you back. We value potential, work ethic, and a desire to grow more than a resume. Join us and turn your career aspirations into reality today.
Responsibilities
- Tax Preparation Support: Assist in preparing and reviewing individual and business tax returns under the supervision of senior accountants.
- Data Management: Collect, organize, and accurately enter client financial documents and tax information into our proprietary tax software.
- Client Communication: Professionally communicate with clients via phone and email to gather missing information and answer routine inquiries.
- Compliance Research: Conduct basic research on tax codes and regulations to ensure returns are filed correctly and compliant with IRS guidelines.
- File Management: Maintain organized digital and physical filing systems for all client accounts and tax documents.
- Team Collaboration: Participate in weekly team meetings to discuss case progress and learn new tax strategies.
Qualifications
- Education: High school diploma or GED required; Associate’s degree in Accounting, Finance, or Business preferred but not mandatory.
- Skills: Strong basic math skills and a keen eye for detail.
- Technical: Proficiency in Microsoft Office Suite (Word, Excel, Outlook) is required; familiarity with tax software (e.g., Lacerte, ProSeries) is a plus but not required.
- Soft Skills: Excellent verbal and written communication skills; ability to explain complex concepts clearly.
- Work Ethic: Reliable, punctual, and able to meet strict deadlines during tax season.
- Attitude: A positive, proactive attitude with a strong willingness to learn and be trained.