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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.


  • Prepare federal and state returns for exempt organizations, including summarization of financial information.
  • Communicate clearly and efficiently with clients and IRS.
  • Research relevant topics and questions to provide follow-up reports.
  • 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

  • Bachelor's degree in accounting.
  • CPA certificate or intent to seek certificate.
  • Excellent oral and written communication skills.
  • 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.
  • Ability to organize work and projects, prioritize and meet deadlines.
  • Ability to analyze financial information, interpret tax rules, and work efficiently.
  • Proficiency with Microsoft Office Suite and Adobe Acrobat.

Desired Qualifications

  • Experience providing tax services to private clients and / or family groups, interpreting complex investments and analyzing charitable giving issues.
  • Proficiency with tax preparation and research software. The firm is currently using CCH Axcess and RIA Checkpoint.