What are the responsibilities and job description for the Tax Associate position at KGR Tax & Accounting?
Company Description KGR Tax & Accounting is a professional tax preparation and accounting firm serving individuals, trusts, estates, nonprofits, partnerships, and corporations throughout the year. The firm provides comprehensive tax filing services, including electronic filing, to meet diverse client needs. KGR Tax & Accounting specializes in small business services and consulting, offering tailored support to help clients manage their financial and tax obligations effectively. The team focuses on accuracy, compliance, and clear communication to build long-term relationships with clients. Applicants can expect to join a firm where attention to detail and client service are central to daily work.
Role Description The Tax Associate is a full-time, on-site role based in Southwick Massachusetts. This role involves preparing federal and state tax returns for individuals while ensuring compliance with current tax laws and regulations. The Tax Associate will review client documentation, analyze financial information, and identify tax-saving opportunities and potential risks. Daily responsibilities include maintaining accurate records, assisting with tax planning, responding to client inquiries, and supporting senior staff with research on complex tax issues. The role also includes collaborating with colleagues to improve processes and contribute to a professional, client-focused work environment.
Qualifications
- Strong tax preparation skills, including experience preparing returns for individuals.
- Solid understanding of tax compliance and tax law, with the ability to apply regulations accurately in varied scenarios.
- Foundational knowledge of tax and finance principles, including reading financial statements and understanding basic accounting concepts.
- Attention to detail, analytical thinking, and ability to interpret complex financial and tax information.
- Relevant education and/or experience in Tax Preparation, Accounting, Finance, or a related field.
- Proficiency with tax preparation software and common office applications (e.g., Excel, Word).
- Effective written and verbal communication skills and the ability to explain tax concepts clearly to clients.
- Ability to work on-site, manage multiple deadlines during peak tax seasons, and maintain confidentiality and professional ethics.