Associate, Tax Services

Primary Responsibilities

Associates work on a team responsible for preparing individual, business, and trust tax returns.  Associates perform a variety of tax-related responsibilities and build a platform of knowledge, strengthen skills in communications and sustain trusted relationships.  Other position responsibilities include but are not limited to:

1. Follow through the scanning and verification processes.
2. Assist with the completion of portions of larger, complex individual, business and trust tax returns.
3. Organize client records, accounting information and remain focused on timely submission of individual work to support the department workflow process.
4. Complete tax research assignments or participate in special projects.
5. Maintain ownership of assigned work while looking for opportunities to become a resource within the tax team.
6. Demonstrate skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration and problem solving.

Qualifications

1. Earned a Bachelor’s Degree in Accounting (or related business program) maintaining 3.0 GPA.
2. Desires to achieve CPA and/or Master’s Degree and may have coursework built in to a college curriculum for this track; is anticipating a career with a public accounting firm.
3. Experience may include internships or having performed entry-level accounting work.
4. Self-managed and detail oriented.
5. Proficiency with computers and in the use of software and spreadsheet programs.
6. Ability to multitask and complete assignments within time constraints.
7. Ability to learn independently and as a part of a team.
8. Ability to conduct daily work with a professional and cooperative attitude.
9. Ability to maintain excellent interpersonal communication skills to build strong internal colleague and external client relationships.

The full-time position is 40 hours a week, Monday through Friday.  During the busy season Tax Associates will work up to 50 hours per week.  Remote work hours are available after completing tax department development training.