Tax Associate

In this role you help prepare individual and business tax returns across varied entities, collaborating with the tax team on planning and client service. You gather information, analyze scenarios for maximum tax benefit, and contribute to paperless reporting. The position blends independent work with team engagement and ongoing professional development. You join a values-driven, collaborative firm focused on integrity and client success, with growth opportunities through training and cross-functional projects.

• generous paid time off
• comprehensive medical, dental, and vision insurance
• 401(k) profit sharing
• life and disability insurance
• certification incentives
• education assistance

• Prepare individual, business, and other tax returns for clients across entities and industries
• Collaborate with the tax team on planning, client interaction, and special tax projects
• Gather relevant tax information from clients to ensure accurate returns
• Assess tax positions to maximize benefits
• Produce accounting-related reports in a paperless environment
• Participate in training, professional development, and networking events

• Bachelor in Accounting
• Active CPA license preferred or working toward it; EA accepted
• 1-3 years of tax experience in public accounting
• Ability to explain tax concepts (e.g., 1040 vs 1120)
• Knowledge of tax accounting principles and IRS regulations
• Keeps up-to-date with evolving tax rules
• Self-starter who works well independently and in a team
• Capable of handling complex tasks and understanding compliance processes
• Authorized to work in the United States without visa sponsorship

• strong communication with clients
• team collaboration
• self-motivation
• knowledge of tax accounting principles
• understanding of IRS regulations
• experience in a paperless office environment