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Davis & Associates CPA Firm is Hiring a Tax Associate Near Houston, TX
At Davis & Associates CPA Firm, we believe that financial planning goes beyond managing investments. Our team of experienced financial advisors is dedicated to helping clients clearly define and prioritize their financial goals, develop comprehensive financial plans, and navigate complex financial decisions with confidence. As a Tax Associate, you will be an integral part of this process, ensuring that our clients' tax aspects are managed effectively and in alignment with their overall financial objectives.
Responsibilities
- Prepare and review individual and business tax returns, ensuring accuracy and adherence to relevant tax laws and regulations
- Conduct thorough tax research and analysis to provide guidance and recommendations to clients, ensuring compliance with tax laws and maximizing tax savings opportunities
- Assist with tax planning and strategy development, collaborating with clients and financial advisors to optimize their tax positions
- Communicate with clients regarding tax-related matters, answering questions, addressing concerns, and providing expert guidance
- Stay up-to-date with changes in tax laws, regulations, and best practices, ensuring compliance and accurately advising clients
- Assist with tax audits and inquiries, gathering and organizing relevant documents and providing support to clients as needed
- Work collaboratively with the tax team and other departments within the firm to ensure seamless service delivery to clients
- Bachelor's degree in Accounting or a related field
- Certified Public Accountant (CPA) license or in the process of obtaining it
- Minimum of 2 years of experience in tax preparation and compliance
- Strong knowledge of federal, state, and local tax laws, regulations, and best practices
- Proficiency in tax preparation software (e.g., ProSeries, Lacerte) and Microsoft Office Suite
- Detail-oriented with excellent analytical and problem-solving skills
- Strong communication and interpersonal skills, with the ability to effectively communicate complex tax matters to clients
- Ability to work independently and as part of a team, effectively managing multiple priorities and deadlines
•A supportive and inclusive work environment.
•Opportunities for professional growth and development.
•Competitive salary and benefits package.
•The satisfaction of making a difference in the community.
Job Summary
Full Time
$58k-73k (estimate)
04/23/2024
05/06/2024
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.
