What are the responsibilities and job description for the Tax Associate position at WiseHR Group?
Tax Associate
Austin, TX
Full-time/Direct Hire Position
Job Location - This position is an in office position with hybrid potential over time.
The Company
Our client is a locally owned public accounting firm serving select businesses and individuals. Their approach to client service has depended on building long term relationships with a comprehensive understanding of their client’s financial picture to best understand their goals and objectives.
The firm focuses on tax planning/preparation services for high net worth individuals, local businesses, estates, trusts, and foundations. They strive to achieve exceptional results for their clients by providing an unrivaled experience. Recruiting and retaining the best talent is key to achieving these results. On their behalf, we are seeking a talented individual, who shares this passion, and would complement their working environment.
Position Summary
We are seeking a full time CPA or CPA candidate with two or more years of related experience to join their team.
Duties and Responsibilities
- Tax Compliance and planning for high net worth clients
- Preparation/review of federal, state, and local tax returns
Preferred Qualifications
- CPA or CPA candidate
- ProSystems tax software experience
- QuickBooks software experience
- RIA Checkpoint tax research software experience
- 2 or more years related experience
- Experience in Microsoft Office applications
- Strong oral and written communication skills
- Well organized and detail oriented
Pay & Benefits Summary
Compensation package is flexible and will be commensurate with experience. The package will include generous benefits and profit sharing.
What you can expect from the firm:
- Reasonable hours from proper engagement planning
- Profit sharing
- Unlimited upside potential
- To be treated as a professional
- Extensive client contact
- AICPA tax training track
- Tax season bonuses
What they expect from you:
- Perform as a career professional
- Regular office hours
- Train, mentor, and help others
They believe in treating their team with respect. They believe in working reasonable business hours without unnecessary overtime. However, as a professional service firm, they expect all employees and partners to respond to those occasions when extra hours are required. Compensation rewards productivity. They prefer to work smart and select their employees and clients accordingly.