Job Description
Join our dynamic finance team as a Tax Associate and kickstart your career in tax preparation! We're seeking motivated, entry-level professionals with a passion for numbers and client service. No prior tax experience required – we provide comprehensive training to develop your expertise in individual and business taxation. Enjoy a supportive environment with mentorship from seasoned CPAs, competitive benefits, and clear growth paths toward becoming a Tax Specialist or Senior Tax Associate. Perfect for recent graduates or career changers looking to enter the thriving tax industry!
Responsibilities
- Prepare and review individual and small business tax returns (1040, 1120, 1065)
- Assist clients with tax documentation gathering and organization
- Utilize tax software (e.g., ProSystem fx, Lacerte) for filing and compliance
- Communicate with clients to address tax-related inquiries and concerns
- Stay updated on federal, state, and local tax regulations and changes
- Support audit preparation and correspondence with tax authorities
- Collaborate with senior team members on complex tax scenarios
Qualifications
- Associate's degree in Accounting, Finance, or related field (or equivalent experience)
- Strong analytical and mathematical aptitude
- Proficiency in Microsoft Office Suite (Excel essential)
- Excellent written and verbal communication skills
- Attention to detail with ability to manage multiple deadlines
- Basic understanding of tax terminology and concepts
- Ability to work independently and in team environments
- Valid Texas driver's license (client site visits may be required)