Services is seeking a passionate, driven Tax Associate ready to advance their career while supporting a diverse range of tax and financial clients.

we pride ourselves on delivering exceptional service and guiding clients through the complexities of tax planning. Our focus is on providing clear, effective strategies that minimize tax liabilities and maximize savings, all while integrating tax planning into broader financial goals. We offer personalized, full-service solutions tailored to each client's unique needs.

Responsibilities

• Tax Planning/Accounting: Prepare tax returns for individuals, partnerships, trusts, and small businesses. Stay informed on tax laws to deliver precise tax planning, withholding estimates, and bookkeeping services as we expand. Handle IRS notices and perform general accounting duties.
• Consulting: Provide expert tax advice to help clients make informed decisions that improve their financial well-being and meet their objectives.
• Client Relationship Management: Build and maintain strong client relationships through consistent communication-via meetings, calls, and emails-while offering timely financial advice.
• Team Collaboration: Work closely with colleagues to share insights, resolve complex tax issues, and foster a collaborative and supportive environment.
• Continuing Education: Keep up-to-date on industry trends, accounting standards, and tax regulations through ongoing professional development, seminars, and certifications.
• Other Opportunities: Explore additional roles within the financial industry as they arise.

Qualifications

• Bachelor's degree in accounting or associate degree with a tax focus
• CPA, CPA Candidate, or EA status is a plus and will accelerate your growth within the firm
• Strong attention to detail, professionalism, and ability to manage multiple clients and tasks
• Proficiency or willingness to learn tax software (QuickBooks, Lacerte, Holistiplan, etc.)