Tax Associate

Job Summary

This position is an essential role in our company, located in Horseheads, NY. It offers the opportunity to utilize education, knowledge, training, and experience in the tax field. Responsibilities include preparing tax returns, tax planning, assisting staff with tax issues, and client interactions as needed. The role involves tax planning, including the preparation and review of quarterly tax projections to determine appropriate amounts for quarterly estimates and/or withholdings. The position also requires assisting clients with research and presentation/communication of potential tax-related opportunities. Client interaction is necessary to clarify questions and data for the preparation of tax returns and projections. Maintaining a good working relationship with clients and staff to enhance client satisfaction is essential.

Job Duties

• Prepare tax returns ranging from simple to medium complexity, and occasionally complex tax returns depending on experience.
• Assume a role in tax planning, including preparation and review of quarterly tax projections.
• Interact with clients to clarify questions and data for tax returns and projections.
• Maintain a good working relationship with clients and staff to enhance client satisfaction.
• Work closely and proactively with clients and Advisors to maximize planning opportunities.
• Respond to federal, state, and local correspondence received on behalf of assigned clients with minimal direction.
• Assist staff with research of tax issues, special projects, use of tax software, and respond to taxing authority notices and audits.
• Perform research to properly answer client and Advisor queries concerning taxes.
• Stay current on applicable tax regulations, changes in code, court rulings, and communicate updates to key staff members.
• Learn to review tax returns to ensure accuracy and develop recommendations regarding tax-saving opportunities.
• Learn to prepare tax returns for other entities, including limited partnerships, trusts, and gift tax returns.

Required Qualifications

• Excellent academic record, four-year college degree, graduate or advanced degree preferred.
• Willingness and ability to complete the requirements to receive the Enrolled Agent (EA) designation.
• Current Enrolled Agent preferred.
• CPA strongly preferred.
• Minimum of 2-3 years of tax experience, experience reviewing tax returns and preparing complex tax returns required, experience with fiduciary returns preferred.
• Consideration for pending and/or recent graduates with a mixture of academic and internship, training; preference given to graduates from an accredited program that prepares for the CPA exam.
• Excellent interpersonal and communication skills.
• Proven track record as a self-starter, with high levels of intensity and motivation.
• Demonstrated passion for providing exceptional client service.
• Strong technical skills, experience with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience working with tax-specific applications required.
• Experience with Pro System, BNA Income Tax Planner, Intelli-Connect, and other Tax Research Tools and Software preferred.

Equipment, Software, and Materials Used

• Microsoft Office (Word, Excel, PowerPoint)
• Outlook (Email and Scheduling)
• Industry-Specific Information Systems
• Tax-Specific Applications (Pro System, BNA Income Tax Planner, Intelli-Connect)
• Information Databases
• Remote Access Meeting Applications

Shift Details

Job Type: Full Time

Standard Week: 40 Hours Per Week

About Horseheads, NY

Horseheads is a vibrant community located in upstate New York, known for its rich history and scenic beauty. It offers a welcoming environment with a strong sense of community and access to various amenities and outdoor activities.

Benefits
PEAK's benefit offerings available for our associates include medical, dental, vision, Flexible Spending Account (FSA), Dependent Care Savings Account (DCA), and 401K plan. PEAK believes that taking care of our team is essential for success and we are proud to provide benefits that enhance both your well-being and your future. Additionally, our associates may be eligible for Paid Sick Leave as required by Federal, State, or local laws.  

Equal Opportunity Employer (EEO) 
PEAK Technical Staffing is committed to creating a diverse and inclusive environment and is proud to be an Equal Opportunity Employer. PEAK does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business need. We encourage all individuals to apply. 

Americans Disabilities Act (ADA) 
The physical and mental requirements described in this job description are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Must be able to perform the essential physical functions of the position, including sitting, standing, walking, stooping, kneeling, and lifting up to 25 pounds, with or without reasonable accommodation. 

Candidate Privacy
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/ and https://peaktechnical.com/ca-residents-privacy-rights/  

AI Recruiting Disclosure 
We use AI-assisted tools to help review applications and compare your experience to job requirements, but all hiring decisions are made by human recruiters. You may request a human-only process or opt out of automated communication at any time. Required notices and our latest bias audit are available on our website: www.peaktechnical.com/ai-disclosure.