Tax Associate

A Professional Services Firm is seeking an experienced tax professional to join their team as a Tax Associate.

Responsibilities

• Prepare federal, state, and local tax returns for individuals, partnerships, S corporations, and trusts
• Perform monthly, quarterly, and annual bookkeeping functions using QuickBooks Online and Desktop
• Reconcile bank accounts and credit card activity to ensure accurate financial reporting
• Assist with payroll tax filings and sales tax compliance
• Communicate directly with clients to gather documentation, address questions, and provide status updates
• Maintain accurate and organized client records and supporting documentation
• Support year-end tax planning and advisory initiatives
• Stay informed on tax law updates and evolving compliance requirements

Qualifications

• Bachelor’s degree in Accounting required; Master’s degree is a plus
• CPA designation highly preferred
• 2+ years of experience in tax preparation and bookkeeping, preferably within public accounting
• Proficiency in QuickBooks and Microsoft Excel
• Experience with tax preparation software such as Drake, Lacerte, UltraTax, or similar platforms
• Strong attention to detail with excellent organizational and time management skills
• Effective written and verbal communication skills with a client-service mindset
• Ability to work independently while managing multiple priorities and deadlines