Primary Responsibilities: A Tax Associate is responsible for preparing tax returns and related tax forms.

Essential Duties:

• Accurately completes tax returns, related tax forms, projections, and transmittals for individuals, trusts, and businesses.
• Prepares workpapers to support the amounts and responses on the tax return, which entails:
  • o Gathering necessary documents and information to prepare the tax forms;
  • o Organizing the documents;
  • o Determining tax treatment of the transactions;
  • o Documenting calculations, analysis, and tax treatment of transactions; and
  • o Identifying missing information and assisting to obtain the information.
• Tracks, prioritizes, and communicates the status of multiple projects to ensure due dates are met.
• Promptly addresses comments from the reviewer.
• Maintains an understanding of current and upcoming tax regulations.
• Finishes special projects as assigned by management.
• Learns and adheres to the company's systems, policies, procedures, and productivity standards.
• Performs other related duties as required or assigned.

Working Conditions: Indoors. Air-conditioned office. Remote work available.

Work Hours:

• Generally, Monday - Friday, 8:00 a.m. - 5:00 p.m.
• Duties may require overtime. Weekends or additional hours as necessary to meet business needs.

Mental, Physical and Communication Demands:

• Requires holding all confidential information in trust and confidence. The Associate should only use, access, store, or disclose confidential information as appropriate in the performance of their duties for the company. An employee should comply with all applicable state and federal laws and company policies relating to access, use, and disclosure of confidential information.
• Requires analytical ability, attention to detail, concentration, ability to multi-task, and alertness.
• Requires dealing with situations involving changing priorities, complex issues, and maintaining cooperative and productive work relationships.
• Must be able to work under minimal supervision.
• Requires being available for questions from clients or other team members during defined work hours.
• Requires sitting for prolonged periods during meetings and at other times.
• Requires adhering to established procedures and maintaining reliable work attendance.
• Requires verbal communication skills and the ability to follow oral and written instructions.

Minimum Qualification Requirements:

• Bachelor’s Degree in Accounting

Preferred Qualifications:

• Master’s Degree in Accounting

CW Associates, CPAs is an equal opportunity employer and makes employment decisions on the basis of merit and business needs. Our Firm does not unlawfully discriminate on the basis of race, color, religion, ethnicity, ancestry, national origin, citizenship, veteran or military status, sex (including gender identity or expression), sexual orientation, reproductive health decision, pregnancy (including childbirth or related conditions and lactation/breastfeeding), marital status, age, physical or mental disability, genetic information, arrest and court record, credit history or credit report, status as a domestic or sexual violence victim, or any other basis protected by federal, state or local laws, regulations, and/or any executive order, except as allowed by law.