Tax Associate

Overview

This role involves preparing tax returns within a specialized team focused on high-income physician households. The position requires handling both business and personal tax returns with precision and efficiency. It is a demanding role that serves as the foundation for advancement to Tax Senior and Tax Manager positions.

Responsibilities

• Prepare accurate and timely individual and business tax returns within your assigned team.
• Manage your workload, deadlines, and client communications independently.
• Develop expertise in tax planning areas such as S-corp optimization, depreciation, real estate strategy, multi-state nexus, and practice ownership by working closely with Senior and Manager team members.
• Maintain high standards of accuracy and organization to ensure smooth review processes.
• Handle a large volume of complex client files without compromising quality.
• Demonstrate continuous growth toward managing your own team.

Requirements

• CPA or EA certification, or actively pursuing with a firm timeline for completion.
• Master's degree in accounting or tax is preferred.
• 0 to 2 years of experience in tax preparation, ideally including both individual and business returns.
• Strong attention to detail, organizational skills, and ability to work quickly and accurately under volume.
• Motivated to learn tax planning and advance into Senior and Manager roles through demonstrated performance.

Preferred Qualifications

• Experience working with high-net-worth or complex tax situations.
• Ability to manage multiple deadlines and clients effectively.

Compensation & Benefits

Details about compensation and benefits are not provided in this description.

Location

Location details are not specified in this description.