Job Description
Join our dynamic finance team as a Tax Associate in Toledo, OH! We're seeking a detail-oriented professional to manage client tax portfolios while providing exceptional service. Enjoy a modern workspace with all necessary equipment provided – laptops, tax software, and office essentials are fully supplied. This hybrid role offers competitive compensation, comprehensive benefits, and growth opportunities within our expanding firm.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and business clients
- Conduct tax research and ensure compliance with evolving regulations
- Collaborate with senior associates to develop strategic tax planning solutions
- Utilize provided tax software (e.g., Lacerte, ProSystem fx) for efficient processing
- Maintain accurate client records and documentation in secure digital systems
- Communicate complex tax concepts clearly to diverse client groups
- Participate in continuous training on new tax laws and software tools
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience with Big 4 or mid-sized firm
- Proficiency in tax software (training provided for our systems)
- Strong analytical skills and attention to detail
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment
- Ohio CPA license or eligibility to obtain within 6 months