Tax Associate
New
J
JobgetherTax services
Based in the United StatesFull-TimeJunior
Salary70,000 - 80,000 USD per year
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Job Details
- Experience
- At least one year of experience in tax accounting, or a degree with a concentration in tax accounting or taxation.
- Required Skills
- Microsoft Excel
Requirements
- Hold a bachelor's degree in Finance or Business; a bachelor's degree in Accounting is preferred.
- Have at least one year of tax accounting experience, or a degree concentration in tax accounting or taxation.
- Demonstrate a foundational understanding of federal and state tax laws, regulations, and compliance requirements.
- Interpret financial statements, asset transactions, tax documents, and other financial information accurately.
- Have strong Microsoft Excel skills, including formulas and data analysis tools.
- Have experience with professional tax preparation software; CCH Axcess or a comparable platform is preferred.
- Assess the accuracy and appropriateness of outputs from AI-powered tools and digital technologies.
- Pursue CPA or EA certification and continue developing tax expertise.
Responsibilities
- Prepare and review proforma and finalized tax returns for individuals, trusts, private foundations, estates, partnerships, S corporations, and C corporations.
- Assist with amended returns, tax notices, tax projections, and tax planning engagements.
- Analyze financial data and tax documents to identify tax-saving opportunities and support tax planning.
- Research client-specific tax issues and interpret applicable tax laws and regulations.
- Collect, organize, and process tax-related documents and support document intake workflows.
- Assess the complexity of client tax situations and provide operational support for tax service delivery.
- Maintain knowledge of tax compliance requirements, industry developments, tax software, and internal procedures.
- Collaborate with tax colleagues, financial advisors, and clients, and contribute to process improvement initiatives.
- Use approved AI-powered tools and digital technologies, validating outputs for accuracy, confidentiality, and business alignment.
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