Location
In-Office (Full-Time)
Firm Type: CPA Firm
Position Summary
We are seeking a detail-oriented and motivated Tax Associate / Tax Accountant to join our CPA firm in a full-time, in-office role. This position focuses on the preparation of S Corporation and/or individual tax returns, with opportunities for increased responsibility based on experience and skill level.
The ideal candidate is organized, dependable, technically capable, and works well in a collaborative team environment while managing multiple client engagements and deadlines.
Key Responsibilities
• Prepare federal and state S Corporation (1120S) and/or individual (1040) tax returns
• Analyze client financial information to ensure accurate tax reporting and compliance
• Coordinate with clients to gather required documentation and respond to tax-related questions
• Maintain organized workpapers and documentation in accordance with firm standards
• Collaborate with team members to ensure timely completion of engagements
• Perform tax research and stay current on tax law and regulatory changes
• Assist with tax projections and quarterly estimated tax calculations, depending on experience
• Identify tax planning opportunities and communicate recommendations to clients and firm leadership, depending on experience
• Review work prepared by junior staff and provide mentorship, depending on experience
Qualifications
• Bachelor’s degree in Accounting or related field preferred
• CPA, EA, LTC, or other relevant tax credentials are a plus
• Experience in public accounting or tax preparation preferred
• Experience preparing S Corporation and/or individual tax returns preferred
• Proficiency with tax software and Microsoft Office Suite, especially Excel
• Strong analytical, organizational, and communication skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Positive attitude and ability to work effectively as part of a team
Work Environment
• Full-time, in-office position
• Collaborative team setting with direct access to firm leadership
• Standard business hours, with additional time required during peak tax seasons
• Flexibility may be available outside of peak deadlines
Benefits
• Competitive salary based on experience
• Health, dental, and vision insurance
• Retirement plan with employer contribution
• Paid time off and holidays
• Continuing professional education (CPE) support
• Opportunities for advancement within the firm