The Tax Associate - Income Tax Return will mainly be responsible for completing USA individual tax returns and various corporate tax returns.
Responsibilities
- Preparation of federal and state tax returns for individuals and various business entity types (partnerships, s-corporations, c-corporations)
- Review financial records such as balance sheet, income statements, general ledger to determine forms needed to prepare the returns
- Prepare and organize tax workpapers.
- Openly communicate with tax director, manager, and supervisors regarding technical questions as well as the progress of projects and tasks.
- Analyzing and minimizing tax liabilities by implementing tax reduction strategies
- Participate in other tax administrative filings such as preparation of annual state reports, business renewal, state registrations, property tax, and other administrative filings.
- Participate in meetings and conference calls with the team and clients
- Participate in other ad hoc tasks, as applicable
Qualifications
- Bachelor's degree in accounting or related field required
- Preferably with at least 2 years of US tax preparation experience
- Experience in using tax preparation software and applications such as CCH Axcess, CCH Prosystem, Drake, Ultratax and other US tax-related software is a big plus.
- CPA, Enrolled Agent, and other certifications are not required but a plus
- Excellent interpersonal as well as verbal and written communication skills
- Attention to detail, strong critical thinking and leadership skills
- Knowledge of various software programs such as Word, Excel, and Adobe
