Tax Associate 2
Tax Associate 2
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USD 70000 - 85000
1 Vacancy
Job Description
Job description
Summary/Objective
Indirectly reporting to the Tax Seniors the Tax Associate II 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 moderately complex tax returns (S 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 in-house Financial Planners
Responsibilities and Duties
Participate in planning of workflow to ensure completion of assigned returns
Assist in set up of new client tax returns and workpapers
Prepare 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 goals
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 and Experience
Bachelors degree or higher in Accounting Tax or related field
CPA eligible or EA eligible required
1 years experience in public accounting or its equivalent
Thorough knowledge of tax laws
Strong communication interpersonal and organizational skills
Ability to use Microsoft Office Suite including Excel
Proficient in Adobe Acrobat
Preferred Education and Experience:
Masters degree in Accounting or related field
CPA or EA preferred
Big four or large public accounting firm experience
CCH Axcess Tax Engagement & BNA Income Tax Planner
Travel
No travel is expected for this position.
Work Environment
This job operates in a clerical open-environment 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 firm-approved 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 and Expected Hours of Work
This is a full-time 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.
Benefits
Competitive Salary
Employer Paid Medical Short-Term Disability Accident Life and AD&D Insurance
Dental & Vision Insurance
Unlimited PTO
Firm-Paid 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 100 ()
INSIDE Public Accounting - Top 200 Firms (0)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy we encourage you to report them immediately by contacting HR at . Your concerns will be handled with the utmost confidentiality and care.
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Your application has been successfully submitted!
Required Experience:
IC
Employment Type
Full-Time
