Tax Associate

Summary
We are seeking a detail-oriented and knowledgeable Tax Preparer to join our team. The ideal candidate will be responsible for preparing accurate and compliant federal and state tax returns for individuals and businesses, while providing excellent client service and maintaining confidentiality of sensitive financial information.

Roles and Responsibilities
Prepare federal, state, and local tax returns for individuals, partnerships, corporations, and other entities.
Process payroll on a weekly, biweekly, or monthly basis, ensuring accuracy in wages, deductions, tax calculations, and timely submission of payroll tax filings
Maintain accurate financial records by recording transactions, reconciling accounts, and updating general ledgers for multiple clients.
Communicate with clients to gather necessary documents, clarify financial information, and address tax-related questions.
Maintain organized and confidential client files and documentation.
Assist with tax planning and provide general guidance to clients regarding year-round tax strategies.

Skills
Knowledge of federal and state tax codes and filing requirements.
Proficiency with tax preparation software (Drake, UltraTax, ProSeries, or similar)
Strong analytical skills and attention to detail.
Excellent communication and client-service skills.
Ability to manage multiple deadlines in a fast-paced environment.
Proficiency with QuickBooks is a plus

Experience
4%2B years of experience in tax preparation (preferred business returns).

Work Environment:
Seasonal or year-round opportunities available.
Remote, in-office, or hybrid options depending on business needs.
Evening and weekend hours may be required during peak tax season.