Tax Associate

Job Summary

Cochran & Associates is seeking a detail-oriented associate-level employee to join our team. In this role you can expect to assist multiple departments including but not limited to individual tax preparation, general bookkeeping, weekly payroll & associated filings, and basic administrative functions. An educational background in accounting is preferred but not required. Experience with or without educational background would take precedence over no experience at all. C&A is open to committing the time and effort to train the right candidate who has experience in one area but not another. The right candidate is someone that demonstrates attention to detail, emphasizes organization, can work under the pressure of a deadline, and communicates confidently and clearly to clients & coworkers.

Responsibilities

· Prepare & review individual income tax returns

· Help ensure accurate tax reporting and compliance with federal, state, and local tax laws

· Communicate effectively with clients to gather necessary tax/financial documents and clarify tax-related questions

· Assist in general bookkeeping functions for business clients (understanding debits and credits, bank reconciliations, credit card reconciliations, basic journal entries, etc)

· Ensure payroll is completed on time according to the client’s pay schedule and associated required payroll tax deposit payments are scheduled on or before the due date

· Support preparation of quarterly and annual payroll tax returns

· Stay current on changes in tax law and reporting practices for both individual and payroll tax

· Process & mail individual and payroll tax returns, answer telephone, monitor client document portal, and other administrative tasks

Requirements

· Proven experience in accounting with a focus on tax preparation, payroll, and bookkeeping

· Moderate knowledge of individual tax law, payroll tax compliance, and general bookkeeping functions

· Proficiency with QuickBooks Desktop & QuickBooks Online

· Excellent analytical skills to identify potential inconsistencies combined with attention to detail for accurate tax document preparation

· Strong communication skills to explain complex tax concepts clearly & confidently to clients

· Ability to multitask efficiently while always maintaining high-quality work standards, especially during tax season

· Proficient math, typing, and computer knowledge skills are preferred for enhanced data entry accuracy

Software Used

· QuickBooks Desktop & QuickBooks Online (experience required)

· Drake Tax Software (experience not required)

· Asset Keeper Pro (experience not required)

· TValue 6 (experience not required)

· Sage Timeslips (experience not required)

· Microsoft Office Suite (experience required)

Pay: $20.00 - $30.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Education:

• Associate (Preferred)

Experience:

• Accounting: 5 years (Preferred)

Work Location: In person

Salary : $20 - $30