Tax Associate

Position Summary

As a Tax Associate, you will be responsible for preparing individual, corporate, and partnership tax returns, conducting basic tax research, and supporting our senior professionals on a range of compliance and advisory projects. This is an excellent opportunity to build a foundation in public accounting and U.S. tax while learning directly from experienced professionals.

Key Responsibilities

• Prepare federal and state income tax returns for individuals, partnerships, corporations, and trusts.
• Assist with tax planning and compliance for a diverse set of clients.
• Perform basic tax research and document findings.
• Organize and analyze financial data to support accurate tax filings.
• Communicate with clients to collect information and clarify questions.
• Maintain knowledge of current tax laws and developments.
• Assist with tax projections and year-end planning.
• Support senior team members with audits and IRS/state correspondence as needed.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation or progress toward preferred).
• CPA eligible or pursuing CPA certification.
• 0–2 years of relevant experience, including internships in public accounting or tax preferred.
• Strong attention to detail and organizational skills.
• Proficient in Microsoft Excel and tax preparation software a plus (CCH Axcess)
• Excellent communication and interpersonal skills.
• Willingness to learn and grow in a collaborative environment.