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Atlas Firms
Longmont, CO | Full Time
$71k-87k (estimate)
3 Months Ago
Tax Associate
Atlas Firms Longmont, CO
$71k-87k (estimate)
Full Time 3 Months Ago
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Atlas Firms is Hiring a Tax Associate Near Longmont, CO

Who We Are

ATLAS Navigators is an accounting, tax and consulting firm that is looking for someone who fits our culture, vision, work ethic and team. ATLAS stands for Advisors That Listen And Serve and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space, always. ATLAS seeks to add value to our clients, our people and our culture, inside and outside of our office walls. If you are looking for a company that will invest, motivate and inspire you to aim high, ATLAS is it.

Our Longmont office is seeking a Tax Associate to join our team! This is an exciting opportunity to join a family of firms across multiple states with a lot of room for advancement.

Position Summary:

The Tax Associate Role will work under the supervision of a Controller, Director, Manager and/or CPA. An Associate will support the firm’s clients in the duties listed below and provide support to the staff they work with. Some duties listed below are subject to the department the Associate primarily works in.

Duties and Responsibilities:

  • Process Federal and State compliance reporting.
  • Perform general bookkeeping including payroll and account reconciliations (subject to area of work).
  • Follow strict guidelines regarding file management and client confidentiality.
  • Input data, schedule required jobs and verify the data.
  • Perform mid-level general ledger account reconciliations, verify accuracy of data and reports, identify and correct errors made by both internal and external personnel (subject to area of work).
  • Prepare special financial reports as requested by management by collecting, analyzing, and summarizing account information (subject to area of work).
  • Apply new accounting policies and ensure compliance with rules and regulations (subject to area of work).
  • Demonstrate adaptability and flexibility to new ideas and approaches.
  • Establish and maintain positive and effective work relationships with coworkers, clients, vendors, and members of the public.
  • Prepare individual and entity tax returns and submits to accountant for review (subject to area of work).
  • Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation (subject to area of work).
  • Other tasks as assigned

Skills and Abilities:

  • Detail-oriented, accurate, and extremely organized
  • Strong customer service skills
  • Excellent oral and written communication skills
  • Able to set priorities and skillfully juggle multiple tasks in a fast-paced office
  • Able to work as part of a team
  • Demonstrate a service mentality
  • Actively listen
  • Regularly use CCH Axcess with proficiency
  • Regularly use QuickBooks with proficiency
  • Proficiency with or the ability to learn tax accounting and preparation software.
  • Knowledge of GAAP
  • BS in Accounting or Finance, MBA and/or CPA highly desirable 
  • Experience with a public accounting firm a plus
  • 2-4 years' experience in a similar role preferred
  • Medical, Dental and Vision
  • TransAmerica GAP Benefits
  • Aflac Supplemental Benefits
  • Life and AD&D Insurance
  • Short- & Long-Term Disability Plans
  • 401k with Company Matching
  • Bonus Structure
  • Incentive Program
  • Development Program
  • Company Wellness Program

Job Summary

JOB TYPE

Full Time

SALARY

$71k-87k (estimate)

POST DATE

01/29/2023

EXPIRATION DATE

05/30/2023

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The job skills required for Tax Associate include Tax Return, Accounting, Customer Service, CPA, Bookkeeping, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Associate. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Tax Associate positions, which can be used as a reference in future career path planning. As a Tax Associate, it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Associate. You can explore the career advancement for a Tax Associate below and select your interested title to get hiring information.

If you are interested in becoming a Tax Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Tax Associate job description and responsibilities

Tax associates review all relevant tax related documents to make sure they align with the tax laws and regulations, and ensure they maintain the most accurate view of a client's financial situation.

03/18/2022: Cedar Rapids, IA

After preparing tax documents, tax associates file returns on behalf of their clients, and then prepare presentations and reports to reflect their work.

02/17/2022: Biloxi, MS

At some firms, tax associates are responsible for recruiting new clients or selling additional services to existing client.

02/14/2022: Fort Lauderdale, FL

Not only do tax associates work with their clients to prepare tax return documents, they help clients organize their personal financial records.

02/14/2022: Richmond, VA

Tax associates also support the analysis of financial transactions and account statements, resolving billing discrepancies, and performing account reconciliations.

02/08/2022: Lubbock, TX

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Tax Associate jobs

Customers do not always understand or agree with tax law, so tax associates must politely educate tax filers without becoming argumentative.

02/09/2022: Richland, WA

A good tax associate has to be willing to learn continuously because tax regulations change yearly.

02/03/2022: Lincoln, NE

Tax associates offer effective plans for their clients to follow throughout the year to keep them on track to meet their financial goals, and protect them from having to pay more than they can afford by the tax deadline.

12/26/2021: Nashville, TN

A well paid tax associate sometimes advises clients on business strategies to minimize tax liability.

12/28/2021: Duluth, MN

Being a tax associates has a great job security because taxes won’t disappear or become any easier.

01/23/2022: Omaha, NE

Step 3: View the best colleges and universities for Tax Associate.

Florida Southern College
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University of Notre Dame
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