Job Description
Launch your finance career with our comprehensive paid Tax Associate training program! Join our Buffalo-based team and gain hands-on experience in tax preparation, compliance, and advisory services. We provide industry-leading mentorship and a clear path to CPA certification. Our collaborative environment supports professional growth while serving diverse clients from local businesses to high-net-worth individuals. Enjoy competitive benefits, flexible scheduling, and a commitment to work-life balance.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research using authoritative sources and maintain compliance documentation
- Assist in audit support and IRS correspondence resolution
- Develop client relationships through proactive communication and tax planning consultations
- Utilize tax software (ProSystem fx, Lacerte) for efficient return processing
- Collaborate with senior associates on complex tax strategies and optimization
- Maintain accurate client records and confidentiality protocols
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (or equivalent experience)
- Strong analytical skills and attention to detail with numbers
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Excellent written and verbal communication abilities
- Basic understanding of tax principles (will be trained)
- Ability to manage multiple deadlines in a fast-paced environment
- Professional demeanor and client-focused mindset
- Willingness to pursue CPA certification with company support