Tax Associate | 2027

#LI-DNI

RESPONSIBILITIES

Essential Functions and Primary Duties

• Gain an understanding and assist in planning multiple tax assignments in Real

Estate, Construction, Healthcare, Manufacturing and many more industries

• Prepare and review federal and state tax returns for partnerships, C

corporations, S corporations and individuals

• Develop tax compliance knowledge and assist with IRS audits, tax notice

response, trust returns, gift and estate returns

• Participate in client assignments from beginning to end

• Develop and maintain an excellent working relationship with all levels of

client staff to increase customer satisfaction and to strengthen client

relationships

• Pledge to provide exceptional service to every client by providing individual

attention, responsiveness and commitment to understanding their goals and

needs

• Maintain and comply with the highest degree of professional standards, client

confidentiality and personal conduct

• Assist with training and mentoring junior associates and interns on tax

methodology

Preferred Qualifications

• Master's degree in Accounting, Taxation or related field preferred

• CPA eligible; desire to obtain certification is required

• Internship experience in accounting or related field preferred

• Excellent interpersonal, analytical, research and tax project management

skills, including basic knowledge of GAAP, Taxation compliance, codes and

regulations

• Ability to multi-task, think independently and problem solve in a results

driven team oriented environment

• Strong verbal and written communications skills

QUALIFICATIONS

MINIMUM QUALIFICATIONS

• Bachelor’s degree required
• Internship experience in accounting or related field preferred
• Demonstrated ability to communicate verbally and in writing throughout all

levels oforganization, both internally and externally

• Proficient use of applicable technology
• Must be able to travel based on client and business needs