1 Matthew Shell CPA, PLLC Job
Matthew Shell CPA, PLLC is Hiring a Remote Tax Associate
Schedule: M-F; a hybrid work schedule may be considered with at least 2 days per week working in the office.
- Client coordination and communication.
- Reviewing, analyzing, and preparing client source documentation for data entry and organization.
- Reconciliation of account and data activity for accuracy.
- Maintain client confidentiality and secure processing.
- Income Tax Preparation.
- Payroll Tax and reporting preparation.
- Financial analysis and related services.
- Database management and general task organization to aid the team in meeting tax deadlines.
- Other job-related tasks, as needed.
- Associate or Bachelors in accounting or other related fields.
- CPA or related career aspirations.
- Strong proficiency in Microsoft Office Suite- particularly in Excel, Outlook, and Word.
- More than 1-year experience in tax preparation (1040, 1065, 1120, 1120S, etc.)
- Excellent written and verbal communication.
- Desires to learn and grow in the tax accounting field.
- Great organizational skills.
- Ability to work autonomously and under the pressure of deadlines.
- Ability to multi-task.
- Strong attention to detail.
Job Summary
Full Time
$58k-73k (estimate)
07/08/2023
05/22/2024
clientportal.com
Helena, MT
<25
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The job skills required for Tax Associate include Tax Return, Accounting, CPA, Bookkeeping, Tax Accounting, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Associate. Select any job title you are interested in and start to search job requirements.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Tax Associate job description and responsibilities
Tax associates review all relevant tax related documents to make sure they align with the tax laws and regulations, and ensure they maintain the most accurate view of a client's financial situation.
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After preparing tax documents, tax associates file returns on behalf of their clients, and then prepare presentations and reports to reflect their work.
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At some firms, tax associates are responsible for recruiting new clients or selling additional services to existing client.
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Not only do tax associates work with their clients to prepare tax return documents, they help clients organize their personal financial records.
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Tax associates also support the analysis of financial transactions and account statements, resolving billing discrepancies, and performing account reconciliations.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Tax Associate jobs
Customers do not always understand or agree with tax law, so tax associates must politely educate tax filers without becoming argumentative.
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A good tax associate has to be willing to learn continuously because tax regulations change yearly.
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Tax associates offer effective plans for their clients to follow throughout the year to keep them on track to meet their financial goals, and protect them from having to pay more than they can afford by the tax deadline.
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A well paid tax associate sometimes advises clients on business strategies to minimize tax liability.
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Being a tax associates has a great job security because taxes won’t disappear or become any easier.
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Step 3: View the best colleges and universities for Tax Associate.
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