Prepare federal, state, and local tax returns for individuals, businesses, trusts, estates, or nonprofit organizations, as applicable, with guidance from senior team members.
Organize, review, and input client tax documents and financial information into tax preparation software; ensure completeness and accuracy of data.
Prepare and maintain workpapers, reconciliations, and supporting documentation in accordance with firm standards.
Perform tax research using internal resources and online tax research tools; summarize findings and recommendations for review.
Identify missing information, discrepancies, or potential issues in client-provided documents and communicate items needed to the engagement team.
Assist with extensions, estimates, notices, and other compliance-related tasks as assigned.
Communicate professionally with team members and clients regarding information requests and status updates, under supervision as appropriate.
Maintain confidentiality of client, employee, and firm/company information.
Participate in engagement planning and status meetings; track assigned tasks and deadlines.
Perform other tax and accounting duties as assigned.
Bachelor’s degree in Accounting, Finance, Taxation, Business Administration, or a related field (or equivalent experience), required.
0–1 years of relevant tax, accounting, or related professional experience (including internship experience).
Eligible to sit for the CPA exam and/or pursuing CPA licensure preferred.
Strong attention to detail, organization, and accuracy.
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Strong written and verbal communication skills.
Professional attitude, willingness to learn, and ability to work both independently and as part of a team.

CPD Service Hours

9:00 - 5:00

Meet the Team

Tax Associate