What are the responsibilities and job description for the Tax Associate position at Lucida Tax + Accounting Solutions?
At Lucida, we're more than just a full-service accounting firm; we're a community of over 90 professionals across four locations, dedicated to providing exceptional service. As a proud member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts, we specialize in supporting closely held companies in diverse sectors including real estate, construction, manufacturing, professional services and more.
Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.
Tax Associates will assist in the preparation and filing of federal and state(s) business, individual, and other related tax forms. There will be opportunities for tax planning and research projects throughout the year.
This role is open to Associate or Sr. Associate level candidates.
Location: Our offices in Brookfield, WI or Madison, WI
Duties/Responsibilities
Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.
Tax Associates will assist in the preparation and filing of federal and state(s) business, individual, and other related tax forms. There will be opportunities for tax planning and research projects throughout the year.
This role is open to Associate or Sr. Associate level candidates.
Location: Our offices in Brookfield, WI or Madison, WI
Duties/Responsibilities
- Prepare and review business and individual tax returns.
- Assist with tax planning and projections requested by clients.
- Maintain an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.
- Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
- Answer calls and emails from clients in a timely manner.
- Perform other related duties as assigned.
- Positive attitude and willingness to learn.
- General proficiency with Microsoft Teams, Excel, Word, and Outlook.
- Ability to learn from previous experiences and apply knowledge to future assignments.
- Quality communication between other staff and clients
- Ability to manage and develop new staff members.
- Attention to detail and organized.
- Be a team player.
- Bachelor’s degree required - accounting
- CPA – preferred.
- At least 2-3 full busy seasons worked in the tax profession – preparing individual and business tax returns.
- Experience with Thomson Reuters suite preferred