Tax Associate
Core
Prepare tax returns, manage client relationships, and provide tax planning and compliance services for high-net-worth individuals, families, business owners, and real estate investors.
Role type
Tax Associate (mid-level IC)
Builds
Federal, state, and local tax returns for individuals, corporations, partnerships, LLCs, and other business entities
Domain
Professional Services / Tax Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Tax return preparation, tax law knowledge (federal/state/local), financial statement analysis, GAAP understanding, tax research, audit assistance, workpaper organization
Preferred skills
CPA licensure, CCH Axcess software, Sure Prep, Safe Send, QuickBooks Online, tax research experience
Technologies
CCH Axcess, Sure Prep, Safe Send, QuickBooks Online, Microsoft Excel, Microsoft Word
Responsibilities
Prepare federal, state, and local tax returns; prepare extension calculations and estimated tax projections; organize and analyze financial statements; prepare supporting tax workpapers including depreciation schedules; assist with tax audits; ensure client compliance with tax regulations
Seniority
Mid-level, hands-on IC