Tax & Accounting Associate (Entry Level)
nan
Job Overview
As a Tax & Accounting Associate, you will play an important role in supporting our tax, accounting, and business management teams.
During tax season, your primary responsibilities will focus on assisting with the preparation of individual and business tax returns, organizing client documentation, preparing workpapers, and supporting tax compliance projects.
Outside of tax season, you will assist with bookkeeping, financial reporting, payroll, account reconciliations, and special client projects. This provides a unique opportunity to develop a well-rounded accounting skill set while gaining hands-on experience in both tax and accounting services.
Responsibilities
Tax Season Responsibilities (Primary Focus)
- Assist with preparation of individual, partnership, corporation, and trust tax returns
- Organize, review, and analyze client tax documentation
- Prepare tax workpapers and supporting schedules
- Communicate with clients regarding missing information and tax-related requests
- Assist with tax research and compliance projects
- Maintain accurate and confidential client tax records
Year-Round Accounting & Business Management Responsibilities
- Assist with bookkeeping and accounting services for multiple clients
- Review account reconciliations
- Assist with monthly and quarterly financial statement preparation
- Support payroll processing and payroll tax filings
- Research and resolve accounting discrepancies
- Assist with financial analysis, budgeting, and customized reporting projects
- Support special projects, including business management and real estate-related engagements
- Communicate professionally with clients, vendors, and financial institutions
- Maintain strict confidentiality of all client financial information
Ideal Candidate
The ideal candidate is interested in building a long-term career in tax and accounting. They are eager to gain hands-on experience preparing tax returns during tax season while developing broader bookkeeping, financial reporting, and business management skills throughout the year. We are seeking someone who is detail-oriented, analytical, professional, and motivated to learn in a collaborative environment.
Pay: $25.00 - $30.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person