Tax Associate 2

Summary/Objective

Reporting to the Tax Manager, the Tax Associate 2 is responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for the organization. 

Essential Functions

1. Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065) 

1. Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.) 

1. Research as needed to respond to client questions and prepare tax returns accurately 

1. Compare tax returns to tax projections prepared by in-house Financial Planners 

Responsibilities and Duties

1. Participate in planning of workflow to ensure completion of assigned returns 

1. Assist in set up of new client tax returns and workpapers 

1. Prepare partnership, corporate, individual and personal property tax returns 

1. Client contact as needed to facilitate completion of tax issues 

1. Internal contact as needed between various departments to facilitate completion of tax issues 

1. Documentation of records and workpapers to firm's electronic file cabinet to ensure accurate, organized recordkeeping 

1. Assist fellow department members in order for the department to complete annual tax season goals 

1. Daily use of multiple software programs for organization of workpapers, tax returns, and workflow management 

1. Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment 

1. Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients  

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.