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Finance 🏢 Full Time ⭐️ Verified

Tax Associate (Sign-On Bonus Available)

Toledo Tax Solutions LLC
Toledo
Estimated Salary
USD 55.000 – USD 75.000
New
Live Update
30 September 2026
Deadline
30 Sep 2027

Job Description

Join Toledo's premier tax advisory firm and accelerate your career with a $5,000 sign-on bonus for qualified candidates! We're seeking a detail-oriented Tax Associate to support our diverse client portfolio in personal, corporate, and nonprofit tax compliance. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment focused on professional growth.

Responsibilities

  • Prepare and file federal, state, and local tax returns for individuals and businesses
  • Conduct tax research and provide compliance guidance to clients
  • Analyze financial data to identify optimization opportunities
  • Assist in IRS audits and correspondence resolution
  • Maintain accurate client records using ProSystem fx and Lacerte software
  • Collaborate with senior team members on complex tax strategies

Qualifications

  • Bachelor's degree in Accounting/Finance or related field
  • 1-3 years of tax preparation experience (public accounting preferred)
  • Active CPA license or progress toward certification
  • Proficiency in tax software (ProSystem fx, Lacerte, or UltraTax)
  • Strong analytical and problem-solving abilities
  • Excellent communication skills for client interactions
  • Ability to manage multiple deadlines in a fast-paced environment

Required Skills

Tax Preparation CPA Compliance Financial Analysis IRS Audits ProSystem fx Lacerte Client Advisory

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