Tax Associate Job

• Prepare and review clients’ tax forms, quarterly and year‐end tax reports; corporate, fiduciary (complex, grantor, simple, and split‐interest), gift, individual, partnership, and private foundation tax returns; and accounting records
• Work closely with clients to obtain personal information regarding potential deductions, educational grants or allowances
• Gather and review financial records, income statements, and expenditures, conduct an in‐depth analysis of the accounting information shown in the financial statements
• Consult with clients, reviewing their tax information, and responding to questions and concerns under the supervision of Partners
• Make recommendations for reducing client tax liabilities and minimizing tax liabilities by implementing tax reduction strategies based on the analysis of client information
• Verify, consolidate, and reconcile financial and income statements according to the Generally Accepted Accounting Principles (GAAP), accounting records, tax returns and reports, expenditures, and the analysis of accounting information
• Coordinate various phases of tax engagements, from planning through execution to completion
• Assist with tax audits by gathering necessary documentation and responding to inquiries from federal and state tax authorities using CCH ProSystem
• Present significant or unusual issues to the engagement supervisor, manager, or partner, and implement their recommendations
• Maintain organized and accurate records of assigned clients’ tax filings and database, financial statements, accounting records, reports, and related correspondence, ensuring compliance with pertinent tax and accounting rules
• Develop, implement, and document tax and accounting research strategies, leveraging updated reference sources and ensuring the firm utilizes the most current resources available
• Stay informed about changes in tax and accounting laws and regulations, integrating new requirements into practices and procedures

Bachelor's in Accounting, Business Administration, or a related field plus 6 months of experience in job offered or related accounting or bookkeeping experience in an accounting firm