Job Description
Are you looking to launch a rewarding career in finance and tax preparation?
We are seeking motivated individuals to join our team as Tax Associates. This role is perfect for recent graduates or those looking to switch careers, as we provide comprehensive training and mentorship. No prior tax experience is necessary—we value your work ethic, attention to detail, and eagerness to learn above all else.
About Us:
BrightWay Financial Services is a dynamic firm dedicated to helping our clients achieve financial clarity. We pride ourselves on a supportive culture that fosters professional growth and values integrity. We are currently expanding our team in Philadelphia and are looking for friendly, organized individuals to support our tax preparation efforts.
What You Will Do:
As a Tax Associate, you will work closely with senior staff to prepare tax returns and assist with various accounting tasks. This is a hands-on role that will quickly build your expertise in the tax industry.
Responsibilities
- Assist in the preparation and filing of individual and business tax returns under the supervision of senior tax professionals.
- Organize and maintain client files, ensuring all documentation is complete and accurate.
- Communicate with clients via phone and email to gather necessary financial information and answer routine inquiries.
- Review data for errors and discrepancies before processing.
- Utilize tax preparation software (e.g., Lacerte, ProSystem fx) to input data and generate reports.
- Stay updated on current tax laws and regulations through internal training sessions.
- Support the audit process by providing requested documentation to tax authorities.
Qualifications
- High school diploma or GED required; a degree in Accounting, Finance, or Business is a plus but not mandatory.
- Strong attention to detail with the ability to spot errors in numerical data.
- Basic proficiency with Microsoft Office Suite, specifically Excel and Outlook.
- Excellent written and verbal communication skills.
- Ability to work efficiently and meet tight deadlines, especially during peak tax seasons.
- Must be willing to obtain professional certifications (e.g., Enrolled Agent or CPA) within a reasonable timeframe.
- Willingness to learn new software and processes quickly.