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job-area: Business

Tax Associate

Learn to efficiently navigate firm software:
Practice
UltraTax
CCH
ACS
QBO

Demonstrates ability to complete various tax and accounting projects, including:
1040
1120S
1065
990
1099

Annual business accounting (write-up)
Tangible personal property returns
Demonstrates logical thinking when recording tax information
Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return
Demonstrates an understanding of basic state taxation issues
Accurately prepares quarterly and annual estimated tax liability calculations
Proactively takes part in tax planning for clients
For business returns, demonstrates the ability to follow procedures and identify opportunities of improvement.
General understanding of client accounting service projects as needed

Learn and exhibit professional communication skills:
With team internally regarding status of projects, asking good questions, participating in meetings
With clients as appropriate and as directed by client relationship managers

Contributes to team effort by volunteering to help when possible
Builds upon job knowledge by participating in department wide trainings as well as independent learning such as reading professional publications and regulations
Understands importance of deadlines by demonstrating time management skills and learning to prioritize engagements.
Strong work ethic
Team player