Overview
This role is part of a centralized support team that enhances productivity across assurance, tax, and consulting. By handling entry-level, repetitive, and lower-risk tasks, the team delivers consistent, high-quality work while enabling client-facing teams to focus on more complex and strategic initiatives.
Responsibilities
- Maintain up-to-date knowledge of firm tax compliance policies, procedures, and related regulations.
- Prepare and review business, individual, and trust tax returns, including supporting tax calculations.
- Assist with tax compliance tasks such as property tax filings, 1099 reporting, and fixed asset management.
- Own assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope while delivering high-quality outcomes.
- Prepare documentation that meets firm and professional standards, ensuring accuracy and completeness through thorough review.
- Apply feedback from experienced team members to improve future performance.
- Communicate effectively with team members and management.
- Demonstrate proficiency in tax software and related applications.
- Perform or assist with other duties as assigned by team management.
- Communicate and oversee team assignments while coordinating and ensuring the completeness and quality of others’ work.
- Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation.
Requirements (Minimum Qualifications)
- Associate’s Degree
- 2+ years of relevant experience in tax preparation
- Proficient in Microsoft Office Suite
Preferred Qualifications
- Bachelor’s Degree in Business, Accounting, or a related field
- Proficient in utilizing various tax software platforms to support accurate and efficient tax preparation, compliance, and reporting processes
Compensation & Benefits
- Details are not provided in the description; the employer offers a robust total rewards program and a flexible work environment.
Location
- Location information is not provided in the description.