Tax Associate
Tax Associate
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USD 70000 - 85000
1 Vacancy
Job Description
Job description
Summary/Objective
Indirectly reporting to the Tax Seniors the Tax Associate is responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for the organization.
Essential Functions
- Prepare various types of basic to complex tax returnsS and 1065
- Provide tax related services for clients (Personal Property Tax Extensions Estimated Payment Vouchers Tax Notices etc.
- Research as needed to respond to client questions and prepare tax returns accurately
- Compare tax returns to tax projections prepared by inhouse Financial Planners
Responsibilities & Duties
- Participate in planning of workflow to ensure completion of assigned returns
- Prepare complex partnership corporate individual and personal property tax returns
- Client contact as needed to facilitate completion of tax issues
- Internal contact as needed between various departments to facilitate completion of tax issues
- Documentation of records and workpapers to firms electronic file cabinet to ensure accurate organized recordkeeping
- Assist fellow department members in order for the department to complete annual tax season goal
- Provide a resource to tax analysts and interns by way of training and/or mentoring
- Daily use of multiple software programs for organization of workpapers tax returns and workflow management
- Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment
- Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Job requirements
Education & Experience
- Bachelors degree or higher in Accounting Tax or related field
- CPA eligible or EA eligible required
- 3 years experience in public accounting or its equivalent
- Thorough knowledge of tax laws
- Strong communication initiative critical thinking interpersonal and organizational skills
- Ability to use Microsoft Office Suite including Excel
- Proficient in Adobe Acrobat
Preferred Education & Experience
- Masters degree in Accounting or related field
- CPA or EA certification preferred
- Big four or large public accounting firm experience
- ProSystem fx Tax (Axcess Tax) Engagement & BNA Income Tax Planner
Travel
No travel is expected for this position.
Work Environment
This job operates in a clerical openenvironment office setting. This role routinely uses standard office equipment such as computers phones photocopiers printers filing cabinets and fax machines. Upon managements approval remote work may be allowed using firmapproved office equipment. Correspondence with coworkers may be in person or through virtual means.
Physical Demands
This is a largely sedentary role; however some filing may be required. This would require the ability to lift files open filing cabinets and bend or stand as necessary.
Position Type & Expected Hours of Work
This is a fulltime exempt position. Typical days and hours of work are Monday through Friday 8 a.m. to 5 p.m. although additional hours may be required in order to complete work timely and accurately. Flexibility in hours is allowed based on managements approval. The ability to work remotely is allowed based on managements approval.
Job Compensation & Benefits
Through our competitive compensation and benefits program we seek to attract retain and motivate a highperforming and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors including but not limited the size of our Firm our financial position the industry business objectives market salary information benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work with allowable pay differences based on factors not prohibited by law) and unique circumstances of the Firm that are subject to change.
Compensation
Minimum: $70000 Maximum: $85000
Benefits
- Competitive Salary
- Employer Paid Medical ShortTerm Disability Accident Life and AD&D Insurance
- Dental & Vision Insurance
- Unlimited PTO
- FirmPaid Holidays Including an Extended Winter Break
- Safe Harbor 401k Plan
- Generous Employer HSA Contributions
- Employer Paid Professional Dues Licenses/Renewals
- Continuing Education Resources
- Family Planning Assistance Program and Paid Parental Leave
CWA has consistently been recognized from rating services and publications such as:
- INSIDE Public Accounting Top 100 Firms
- Top Workplaces Financial Services 2024
- Top Workplaces Culture Excellence 2024
- Accounting Today Top Firm by AUM 2024
- USA Today Top Workplaces
- Accounting Today Top 100 Firms
- Forbes Americas Best Tax & Accounting Firms
- INSIDE Public Accounting Top 100 Fastest Growing Firms 2022
- Dallas Morning News Top Workplace
- Accounting Today Beyond Top 100: Firms to Watch 2020
- Accounting Today Regional Leaders Top Firms
- INSIDE Public Accounting Beyond the Top
- INSIDE Public Accounting Top 200 Firms
- Dallas Business Journal Top Accounting Firms 2018
All done!
Your application has been successfully submitted!
Required Experience:
IC
Employment Type
Full-Time
