What are the responsibilities and job description for the Tax Associate position at Millan & Co. P.C.?
Tax Associate
Overview:
Millan & Co is a full-service CPA firm serving small to mid-sized businesses as well as individuals and families. Our boutique firm offers a full range of accounting services including tax, advisory, and specialized services tailored to specific client needs.
Due to continuing growth, we are seeking a Tax Associate to join our team. Building long-lasting client relationships is our goal by providing the highest level of service and oversight to the people we work for. Our team is collaborative, friendly and fosters a supportive work environment. We offer competitive compensation, benefits, and ongoing informal and formal continuing education.
Job Description:
The Tax Associate will be responsible for handling tax preparation, compliance, and advising clients on tax planning. The ideal team member will possess expertise in business tax, individual tax, and trust and estate work.
Skills and Responsibilities:
· Prepare individual and business (c-corps, s-corps, partnership) tax returns
· Develop your skills and knowledge to increase complexity and types of returns completed
· Build, maintain and enhance client relationships and demonstrate knowledge of each client’s business and finances
· Provide or assist with accounting services including bookkeeping, payroll, sales, etc.
· Identify, research, and resolve tax issues
Qualifications:
· Bachelor’s degree in accounting or another relevant field required
· 3-5 years of experience preparing a variety of tax returns
· Understanding of practices and policies related to taxes and accounting
Additional Skills:
- Core Competencies: Adjusting Journal Entries, General Ledger Reconciliation, Month/Year-End Close
- Software: Microsoft Office Suite and QuickBooks
- Familiarity with U.S. federal, state and local reporting requirements
- Excellent written and oral communication skills
- Good at meeting deadlines and solving problems
- Exceptional client service along with the ability to develop excellent client relationships
- Ability to work independently and with a team