Tax Associate

Overview

This role involves analyzing and interpreting federal, state, and local tax laws, regulations, and policies. Within the Tax department, you will support tax return preparation and filing to help clients meet applicable tax obligations. The position also provides opportunities to expand taxation knowledge and experience.

Responsibilities

• Prepare and perform due diligence on federal and state income and franchise tax returns for corporations, partnerships, and limited liability companies
• Prepare individual tax returns, primarily Forms 1040 and 1040NR
• Calculate tax basis depreciation and amortization for tax returns, tax reporting, and tax projections
• Prepare foreign tax returns, including Forms 5471, 5472, 8804, and 8805
• Prepare Form W-7 to apply for ITIN
• Prepare Forms 1099 and reports including FBAR, Franchise Tax, and Sales Tax reports
• Prepare miscellaneous federal tax forms and applications, including:
  • EFTPS
  • EIN/SS-4
  • POA/2848
  • Elections such as 8832 and 2553
  • Installment agreement requests
  • Form 843
  • Change of address Form 8822 and other forms as needed
• Prepare miscellaneous state tax forms and applications, including:
  • Franchise Tax questionnaires
  • Nexus
  • Reinstatements and terminations
  • Texas formation and expansion
  • Other forms as needed
• Calculate quarterly estimated tax
• Assist with making estimated and balance-due payments using available payment methods
• Liaise with clients to resolve IRS inquiries
• Prepare and review responses to various tax audits and notices
• Coordinate with the Accounting department and other business lines as necessary
• Develop appropriate tax support documentation
• Collaborate with all Tax department staff
• Ensure compliance with tax professional standards and ethics
• Perform clerical duties (e.g., typing letters and memos) to meet agency information requirements
• Support special projects and process improvement initiatives
• Adhere to established quality policy and standards to maintain or improve products, services, or processes
• Perform other tasks as requested in line with the role

Requirements

• Bachelor’s degree in Accounting
• CPA candidate status or interest in pursuing CPA (optional but preferred)
• Knowledge of individual and business tax returns (Forms 1040, 1120, 1120-S, 1065, etc.)
• Familiarity with tax research and basic tax law concepts
• Experience with tax software (UltraTax is a plus)
• Strong Excel skills
• 1–2 years of tax preparation experience preferred
• Experience working in an accounting firm is a plus

Soft Skills

• Strong attention to detail and accuracy
• Ability to manage deadlines in a fast-paced environment
• Clear written and verbal communication skills
• Willingness to learn and accept feedback
• Ability to work independently and collaboratively
• Strong organizational and time-management skills
• Comfortable interacting with clients and asking clarifying questions
• Willingness to work extended hours during tax season

Compensation & Benefits

Not specified in the provided description.