Job Description
We are seeking a highly motivated Tax Associate to join our growing finance team in the heart of Milwaukee. At Horizon Tax Partners, we pride ourselves on delivering exceptional client service and fostering a culture of growth and innovation. We are excited to offer a $5,000 Sign-On Bonus to qualified candidates who are ready to make an impact immediately.
In this role, you will play a key part in preparing and reviewing complex tax returns, ensuring compliance with federal and state regulations, and providing strategic tax planning advice to our diverse client base. If you are looking for a challenging yet rewarding career in tax, we want to hear from you.
Responsibilities
- Prepare and review federal, state, and local income tax returns for individuals, corporations, and partnerships.
- Conduct tax research and analysis to support complex tax issues and ensure regulatory compliance.
- Communicate effectively with clients to gather necessary financial information and explain tax results.
- Assist in the preparation of quarterly and annual tax provision schedules and financial statement disclosures.
- Stay current on changes in tax laws and regulations to advise clients on potential impacts.
- Collaborate with senior staff and managers to ensure high-quality deliverables within tight deadlines.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field required.
- CPA certification or currently pursuing CPA licensure is highly preferred.
- 1-3 years of experience in tax preparation and compliance is required.
- Strong working knowledge of tax software (e.g., UltraTax, ProSystem fx Tax) and Microsoft Office Suite, especially Excel.
- Excellent analytical skills with a keen attention to detail and accuracy.
- Strong written and verbal communication skills with the ability to interact with clients at all levels.