9 Tax Associate Jobs in Cincinnati, OH
Truepoint Wealth Counsel is Hiring a Tax Associate Near Cincinnati, OH
- Assist the Tax team to consistently deliver an efficient and superior client experience.
- Develop competence in the use of all tax software and applications.
- Interpret tax information to prepare federal, state, and local income tax returns and projections. Prepare other returns as needed including amended returns and simple trust and gift tax returns.
- Continuously develop tax-related technical skills.
- Perform and improve preparation processes.
- Respond to tax notices and and research tax issues, work with tax authorities to resolve.
- Use personal judgement to execute assigned projects, identify issues and deliver solutions to team members.
- Contribute to the best practices and continuous improvement of the tax team by making recommendations to improve efficiency and the client experience.
- We are a team: we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in and we actively help our teammates grow and succeed.
- We are good people: we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
- We put forth relentless effort: we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond, and continually improve.
- We serve others: we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues – we strive to exceed expectations.
- Strong academic track record, including the achievement of a bachelor’s or advanced degree.
- Strong computational and analytical skills, with a high attention to detail.
- A positive mindset with the initiative and drive to exceed expectations.
- Ability to coordinate across teams and manage internal processes.
- Self-motivated to work both collaboratively and autonomously.
- Demonstrate initiative to grow both personally and professionally as our industry and firm change.
- Prolonged periods of working on a computer and occasional periods sitting.
- May have to lift up to 15 pounds.
- Minimal travel required. Frequent attendance at internal meetings required.
- Occasional attendance at meeting with outside partners.
- Travel outside the region may be required for business and/or professional development.
Job Summary
Full Time
Investment Management
$62k-78k (estimate)
05/01/2024
06/30/2024
truepointwealth.com
BLUE ASH, OH
50 - 100
1990
Private
MICHAEL J CHASNOFF
$10M - $50M
Investment Management
Related Companies
About Truepoint Wealth Counsel
Truepoint offers wealth management services.
The job skills required for Tax Associate include Tax Return, Client Service, Leadership, Initiative, Collaboration, 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.
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.
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