Job Description
Are you ready to launch a lucrative career in the financial sector? Horizon Tax Partners is seeking a dedicated and driven Tax Associate to join our growing team in Louisville, KY.
We believe in investing in talent. That is why we offer a comprehensive Paid Training Program designed to turn motivated individuals into tax professionals. You do not need prior tax experience to apply; we provide the mentorship, curriculum, and resources necessary for your success.
As a Tax Associate, you will play a pivotal role in helping clients navigate their financial obligations with confidence. You will work alongside seasoned professionals, gaining exposure to individual, corporate, and estate tax preparation while building a foundation for future CPA or EA certification.
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns with high accuracy and efficiency.
- Communicate tax status, updates, and payment schedules to clients in a clear, professional, and empathetic manner.
- Conduct thorough research on complex tax issues and ensure full compliance with current IRS regulations.
- Utilize industry-standard tax preparation software (e.g., Lacerte, ProSystem fx, Drake) to manage client data and filings.
- Assist in tax planning strategies to help clients minimize liabilities and maximize returns.
- Maintain and organize client files, ensuring confidentiality and data integrity at all times.
Qualifications
- High school diploma or GED required; Bachelor’s degree in Accounting, Finance, or Business preferred.
- Strong attention to detail and the ability to detect errors in data entry and calculations.
- Basic computer proficiency and a high aptitude for learning new software systems quickly.
- Excellent verbal and written communication skills for client interaction.
- The ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
- Valid driver's license and willingness to travel for client meetings (if applicable).