Tax Associate Job Description template and pdf with duties [2024]

Job summary 1

The Tax Associate is responsible for supporting the Director of Tax and Tax Senior Manager with tax accounting activities. The Tax Associate is responsible for maintaining tax compliance and tax accounting support schedules primarily related to the determination of income and related taxes. The Tax Associate will interact and work on projects and assignments within the Accounting and Finance Department.

Duties & Responsibilities 1

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Prepare or assist in the preparation of tax returns, extensions and quarterly estimated tax payments, and other tax compliance, including but not limited to tracking all compliance and filing status.
Assist with the preparation of quarterly and year-end income tax provisions and supporting schedules.
Prepare and assist in the creation of documents to support internal/external auditors and tax advisors.
Prepare responses to IRS, state, and other statutory tax matters ensuring appropriate tracking of communications and responses.
Review accounts, activity, and prepare reconciliations of income tax balances (i.e. income tax payable and deferred tax assets and liabilities) and Tax Receivable Agreement (“TRA”) general ledger accounts, including foreign withholding and franchise/gross receipts taxes.
- Maintain and reconcile tax depreciation and amortization schedules.
- Assist with maintenance of partnership allocation/TRA model.
- Assist with special projects as needed.

Requirements & Skills 1

Position requires a Bachelor’s Degree in Accounting and CPA, 3-6 years of tax experience with a large CPA firm and/or public company corporate tax department.
This role requires a general understanding of tax principles and working knowledge of partnership taxation and tax compliance.
A working knowledge of ASC 740 is preferred, but not required.
A well-organized and adaptable individual with demonstrated ability to effectively manage multiple projects and processes while meeting internal and external deadlines.
- Assertive, self-motivated, team-oriented individual with excellent verbal and written communication skills required.
- Intermediate to advanced computer skills, including experience with Microsoft Excel, Word, Outlook, and PowerPoint.
- Knowledge of tax preparation software, depreciation software, GL packages, and tax research sites, a plus.

Job summary 2

We are seeking to hire a Tax Associate. This role will assist in preparing tax returns for the company and provides support during tax audits. Be involved in daily tax, accounting, and payroll services offered by the company. Responsible for all client service aspects as they pertain to our clients and their account needs.

Duties & Responsibilities 2

Requirements & Skills 2

Preferred education and/or experience includes: Possess a Bachelor’s degree from an accredited university or institution with the major area of study in Accounting, Business, Economics, or Finance preferred.
Strong analytical, problem-solving, and organizational skills.
Deadline driven and able to deliver quality work promptly.
Positive attitude and willingness to work in a team environment.
Ability to perform all other duties as assigned.
Comply with all banking and company regulations, policies, and procedures.
- Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of the company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide into all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
- Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge is beneficial.
- To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.

Job summary 3

As a Tax Associate you will be exposed to a multitude of clients in a variety of industries including Technology, Nonprofit, Healthcare, and Financial Services, as well as many others. Beyond gaining vast exposure to various types of clients, you will continuously enhance your professional development through our leading training program.

Duties & Responsibilities 3

Review and analyze client data and prepare Corporate, Partnership, Trust, and Individual tax returns on behalf of clients
Research and analyze changes in tax regulation and develop tax planning skills
Work as an individual contributor and as part of a team to support client engagements
Work with a team of 2-4 professionals on client projects (staff, senior, manager, and partner)
Create appropriate journal entries and prepare clean and accurate work papers
Demonstrate strong problem solving skills
- Develop an understanding of and capability in accounting, financial, and database software
- Follow policies and procedures addressed in the Human Resources Manual, as well as other Firm directives
- Develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze and communicate with others productively and efficiently

Requirements & Skills 3

Currently enrolled in a Bachelor's, Master’s, or Certificate Program in one of the following: Business, Accounting, Finance, Economics, Information Systems, or equivalent
Planning to graduate in the next year with CPA Exam eligibility or completion
Must have a car (this position requires traveling to Armanino offices and client sites)
Proficiency in Microsoft Suite products (i.e. Word, Excel, PowerPoint)
Well-rounded knowledge of accounting principles
Ability to utilize research tools to efficiently ascertain information
- Ability to problem-solve and analyze basic issues
- Ability to interact with colleagues, supervisors, and clients
- Minimum 3.0 GPA preferred

Job summary 4

The Tax Associate will work closely with staff on all phases of project and engagement management for multiple clients within our International Accounting Firm. Responsibilities include tax return preparation and review; interacting closely with clients to provide planning, consulting, and compliance expertise, and assisting in client management and practice development activities.

Duties & Responsibilities 4

Requirements & Skills 4

Excellent verbal and written communication skills.
Strong teamwork and analytical skills along with attention to detail.
Ability to work additional hours as needed.

Job summary 5

We are looking for a Tax Associate for our office, to prepare a combination of individuals, entities, trust, estate, and gift tax returns while delivering quality tax services that will allow you to both develop professionally and increase the firm's reputation. As the Tax Associate, you will receive training in various areas of taxation, tax work paper documentation, and other projects under the supervision of seniors, supervisors, managers, and partners.

Duties & Responsibilities 5

Prepare a variety of tax returns which may include: individual, partnership, trust, and gift returns to meet government requirements and client expectations
Maintain a working knowledge of individual tax laws
- Prepare individual tax projections to ensure proper tax planning for the client
- Maintain a working knowledge of tax preparation software used in the office
- Perform other accounting duties as necessary to meet the responsibilities of the position and client expectations

Requirements & Skills 5

Bachelor's degree in accounting with 150 hours completion upon start date
Proficient in Microsoft Office applications
- Attention to detail
- The ability to multi-task and communicate effectively are all essential to this position
- Prior internship or work experience

Job summary 6

As a Tax Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.

Duties & Responsibilities 6

Invite and give in-the-moment feedback in a constructive manner.
Share and collaborate effectively with others.
Identify and make suggestions for improvements when problems and/or opportunities arise.
Handle, manipulate and analyze data and information responsibly.
Follow risk management and compliance procedures.
- Keep up-to-date with developments in area of specialism.
- Communicate confidently in a clear, concise, and articulate manner - verbally and in the materials I produce.
- Build and maintain an internal and external network.

Requirements & Skills 6

Bachelor Degree
Preferred Cumulative GPA: 3.3
Preferred Major GPA: 3.3

Job summary 7

As a Tax Associate, you will be a value architect delivering tax advisory and compliance services to clients. As one of the fastest-growing firms in the nation, Company offers you an upward career trajectory, flexibility in how and where you get your work done, and meaningful relationships with clients, teammates, and leaders who truly care about you and your development.

Duties & Responsibilities 7

Desire to become a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
- Want to work for a leading CPA advisory firm whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions
- Value your development and want to work for a firm that provides a great work environment
- Want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow

Requirements & Skills 7

Bachelor’s or master's degree in accounting or law, or a related degree in business, with sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered
Outstanding academic performance is required, with a preferred GPA of 3.0 or above
Relevant internship, work experience, and/or involvement with a professional organization
The ability to work effectively in a team environment with all levels of client personnel
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem-solving
- Organizational and analytical skills, initiative, adaptability
- Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.)
- Eligibility to work in the U.S. without sponsorship

Job summary 8

As a Tax Associate you will develop the technical, professional, leadership, and interpersonal skills that will help you establish a successful career.

Duties & Responsibilities 8

Developing a well-rounded tax foundation through income tax planning and return preparation for a variety of clients (individual, fiduciary, partnership, corporate, and not-for-profit)
Attending client meetings and engagement planning meetings
Preparing quarterly estimates using appropriate techniques
Implementing federal, state, and foreign tax minimization strategies
Growing your understanding of the tax law and line item components of a tax return
- Sharpening your accounting skills by creating financial statements from bank statements, booking journal entries, generating personal balance sheets/net worth statements, etc.
- Assisting businesses with provisions, international tax issues, multi-state issues, and mergers and acquisitions, amongst other specialized services
- Helping individuals build their legacies through estate and gift tax planning as well as charitable giving and philanthropy services

Requirements & Skills 8

Currently enrolled in a Bachelor's and/or Master's program in business with an emphasis on accounting or taxation
Final graduation date between December 2021 and June 2022
- Educational requirements (150 semester/225 quarter units) for CPA licensure completed before starting date
- Minimum GPA of 3.0, with a higher major GPA, preferred
- Applicants must be authorized to work in the United States. This position is not eligible for sponsorship and we do not sponsor applicants for work visas.

Job summary 9

We are currently seeking a Tax Associate to join our practice.

Duties & Responsibilities 9

Compose correspondence for companies with mobile and remote assignees
Assist in conducting tax research relating globally mobile assignees
Prepare miscellaneous tax, payroll, and international assignment cost projection calculations; prepare tax returns, equalization calculations, and other miscellaneous tax forms for expatriate, foreign national, and other mobile and remote assignees
- Draft correspondence with IRS or state taxing authorities about tax notices and/or audits for globally mobile assignees
- Review U.S. payroll reporting, withholding for wages paid to mobile assignees for accuracy including annual compensation statements
- Assist with global coordination of clients

Requirements & Skills 9

Minimum one year of recent experience in expatriate or individual tax
Bachelor's degree from an accredited college/university
- Prior experience at an accounting firm
- Working towards a CPA or Enrolled Agent designation
- Ability to analyze basic tax and accounting information

Job summary 10

We are looking for a Tax Associate.

Duties & Responsibilities 10

A Tax Associate prepares various types of federal and state tax returns for clients in a variety of industries and researches related key issues as needed.
A Tax Associate also assists with other tax planning and consulting projects.
A Tax Associate is a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity.

Requirements & Skills 10

Bachelor’s degree in Accounting or related field
Master’s degree in Accounting or related field preferred
CPA candidate required, CPA preferred
- 0-2+ years of public accounting or industry experience, or a combination of both
- Experience preparing and/or reviewing federal tax returns for individuals and businesses
- Familiarity with QuickBooks, CCH Axcess, CCH Engagement, or similar software

Tax Associate Job Description

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