Tax Associate
An energetic professional to prepare annual Federal and state returns for public charities and private foundations, some of which may require bookkeeping. The ideal candidate will be a highly motivated self-starter who works well with minimal supervision. The position offers opportunities and promotion potential into a senior / manager role within 3 to 4 years.
Responsibilities
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Prepare federal and state returns for exempt organizations, including summarization of financial information.
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Communicate clearly and efficiently with clients and IRS.
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Research relevant topics and questions to provide follow-up reports.
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Work with a team to help manage client engagements from start to finish, including planning, executing, and completing tax projects while effectively controlling time and expenses.
Required Qualifications
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Bachelor's degree in accounting.
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CPA certificate or intent to seek certificate.
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Excellent oral and written communication skills.
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1 – 4 years of experience in public accounting tax practice preparing tax Forms including but not limited to 1040, 1041, 1120, 1065, 990, and 990-PF.
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Ability to organize work and projects, prioritize and meet deadlines.
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Ability to analyze financial information, interpret tax rules, and work efficiently.
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Proficiency with Microsoft Office Suite and Adobe Acrobat.
Desired Qualifications
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Experience providing tax services to private clients and / or family groups, interpreting complex investments and analyzing charitable giving issues.
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Proficiency with tax preparation and research software. The firm is currently using CCH Axcess and RIA Checkpoint.