Tax Associate

About Damitz, Brooks, Nightingale, Turner & Morrisset

Nestled in the heart of downtown Santa Barbara, DBNTM combines the expertise of a national accounting firm and the personalized service of a local firm. We offer comprehensive tax, audit, accounting, consulting, and financial advisory services. We prioritize client service as well as staff development and pride ourselves on being a local industry leader. As a member of Allinial Global, we are one of over 100 firms in North America that share resources, knowledge and inspiration. 

Summary/Objective

The Tax Associate is responsible for the efficient, accurate preparation and timely completion of a variety of individual and business returns with direction and assistance.  Individuals must possess the basic principles and techniques of accounting; along with a developing set of critical thinking skills. 

Essential Functions

• Utilizes basic research skills and works with tax software to complete simple tax returns for review. Assists with tax planning, projections, and other client deliverables.
• Performs research to respond to tax inquires and special projects to assure compliance with tax laws and regulations.
• Assists in the maintenance of tax records, tax forms, and reporting preparation.
• Demonstrates knowledge of basic principles, techniques and concepts of accounting.
• Takes personal responsibility to complete a task, project or assignment - start to finish. Is concerned with individual productivity and setting achievable goals.
• Works well with direction and obtains assistance at the appropriate time. Seeks supervisors, mentor and colleague feedback for improvement.
• Exhibits effective communication and listening skills. Ability to communicate questions and answers to enhance sharing of information. Keeps the in-charge informed on engagement status, problems or issues.
• Builds on technical competence by keeping up to date on trends, developments, and technical authorities. Attends and participates in tax training opportunities to further knowledge and development.
• Begins to build long-term client relationships by understanding their individual needs, being responsive and timely, providing technical expertise and service that exceed expectations.
• Demonstrates integrity, accountability and strives to continually improve knowledge and capabilities.
• Collaborates to serve the needs of our clients through camaraderie, a positive and respectful attitude, and open communication.

Competencies

1. Client Service
2. Ethical Practice
3. Technical Accuracy 
4. Initiative
5. Adaptability
6. Communication
7. Teamwork
8. Results Orientation
9. Critical Evaluation

Supervisory Responsibility

This position does not have any supervisory responsibilities.

Work Environment

While performing the duties of this job, the employee regularly works in an office setting.

Physical Demands

While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools or controls, and reach with hands and arms. The employee is frequently required to sit, stand, walk, talk and hear.

Position Type/Expected Hours of Work

This is a full-time position with comprehensive benefits. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:00 a.m. to 4:00 p.m. and must work 40 hours each week to maintain full-time status. Mandatory overtime hours during our two busy seasons (February 15- April 15 and Aug 15- October 15).

Travel

Occasional same-day travel using a personal vehicle for work at client's offices, meetings, and out-of-town travel with an overnight stay for seminars.

Required Education and Experience

1. Well-rounded knowledge of accounting principles and personal income taxes
2. Proficiency with a computer

Preferred Education and Experience

1. Bachelor’s or master’s degree in accounting, active CPA or CPA candidate
2. Internship in Tax or Accounting
3. Familiarity with Microsoft Office 365