What are the responsibilities and job description for the Tax Associate – Senior Track/Senior Tax Associate position at Yaeger, Treviso & Associates?
Position: Tax Associate – Senior Track
Experience: 2 years of public accounting/tax experience
Employment Type: Full-Time
Salary Range: $70k-90k depending on experience level
We are seeking a motivated and experienced Tax Associate to join our team with a clear path toward a Senior Tax Associate role. This position is ideal for a tax professional who has a strong technical foundation, enjoys working directly with clients, and is ready to take the next step in their career.
Responsibilities
- Prepare and review federal and state income tax returns for individuals and businesses.
- Prepare complex Form 1040, 1065, 1120, and 1120S tax returns.
- Research and resolve tax issues and assist with tax planning opportunities.
- Communicate with clients to obtain information, answer questions, and address tax-related matters.
- Assist with tax projections, extensions, estimated tax payments, and year-end planning.
- Maintain accurate and organized workpapers and documentation.
- Identify potential tax issues and opportunities for clients.
- Work closely with senior staff and partners on more complex tax engagements.
- Develop strong client relationships and take increasing ownership of engagements.
- Stay current on federal and state tax laws, regulations, and developments.
Qualifications
- Minimum 2 years of tax accounting experience, preferably in public accounting.
- Strong working knowledge of individual and business taxation, including:
Form 1040
Form 1065
Form 1120
Form 1120S
- Solid understanding of federal and state tax regulations.
- Strong analytical, organizational, and problem-solving skills.
- Excellent attention to detail and ability to meet deadlines.
- Ability to work independently while also collaborating effectively with a team.
- Strong written and verbal communication skills.
- Experience with professional tax preparation software is preferred.
- CPA, EA, or progress toward a professional credential is a plus.
Career Growth
This role is specifically designed for someone interested in advancing their career. Successful candidates will have the opportunity to take on increasingly complex engagements, develop client relationships, mentor junior staff, and progress toward a Senior Tax Associate position.
If you're a strong tax professional looking for more responsibility, meaningful client interaction, and a clear path for advancement, we'd like to hear from you.
Salary : $70,000 - $90,000