Tax Associate
Daily Duties and Responsibilities
- Working n a team to prepare individual, business, trusts, non-profit and gift tax returns.
- Communicate with clients on routine questions and work with clients to collect necessary information for return preparation.
- Assist with tx planning and quarterly or year-end projections.
- Develop research skills to help resolve client tax and accounting issues.
- Proactively seek guidance, clarification, and feedback.
- Participate in firm tax training and CPE presentations.
Qualifications, Abilities and Skills
- Bachelor's degree in Accounting.
- Motivation to sit for CPA exam or obtain EA license in the future.
- Reliable with a strong work ethic.
- Ability to organize questions and interact with supervisors and clients.
- Complete multiple engagements on time and within budget while communicating issues and progress with supervisors.
- Excellent verbal and written communication skills.
- Knowledge of Microsoft Office applications and the ability to quickly learn new software.