Job Summary
The Tax Associate plays a crucial role in the preparation of both federal and state tax returns for a diverse set of entities. This position entails conducting tax research, reconciling discrepancies between book and tax, and anticipating future tax obligations. Additionally, maintaining open lines of communication with clients about the status of their returns and planning strategies is essential.
Responsibilities
- Prepare federal and state tax returns for various entities.
- Conduct thorough tax research to ensure compliance.
- Reconcile differences between book and tax records.
- Project future tax liabilities to assist in financial planning.
- Maintain effective communication with clients regarding their tax returns and planning efforts.
Qualifications
- Bachelor’s or Master’s degree in Accounting is required.
- Strong proficiency in Microsoft Office, especially Excel.
- Preferred experience in public accounting firms.
- Excellent analytical and organizational abilities.
- Strong communication skills to effectively interact with clients.
