Tax Associate

Job Description

Job Description

Salary :

Tax Associatespossess an educational / experiential background in accounting, financial statement preparation, auditing, tax preparation and tax law. Work is performed under close supervision. Responsibilities increase with demonstrated skill.

Essential Functions :

• Preparing less complex individual, corporate, partnership and various other tax returns for clients, under close supervision of a member, manager, supervisor or senior.

Demonstrate the ability to formulate alternatives when unable to solve problems.

Applying accounting principles and technical tax procedures to tax and accounting assignments.

Recognizing the existence of tax problems when working on returns.

Differentiating between serious and minor problems.

Demonstrating the ability to formulate alternatives when unable to solve problems.

Identifying problem areas in the return that need to be discussed with the supervisor.

Preparing clear and concise work papers with definitive conclusions.

Developing familiarity with the Generally Accepted Accounting Principles (GAAP) principles

Researching tax problems and document their results.

Developing solid foundation of tax preparation techniques.

Completing other tasks as assigned by their supervisor.

Qualifications and Skills :

Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.

Exceptional attention to detail and accuracy, with a focus on delivering high-quality results.

Strong communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams.

Analytical mindset with problem-solving abilities.

Ability to work independently and handle multiple projects simultaneously.

Performance Expectations :

Follow regulations and professional ethics of the American Institute of Certified Public Accountants (AICPA) and Missouri Society of Certified Public Accountants (MSCPA)

Adhere to all firm policies and procedures, as outlined in the Associate Handbook.

Be pleasant, courteous, and helpful with staff and clients.

Be efficient and organized when carrying out tasks.

Maintain a neat and organized work environment for maximum efficiency and productivity.

Maintain strict confidentiality of all client and business transactions.

Effectively manage numerous tasks and projects.

Demonstrate excellent written and verbal communication skills.

Demonstrate a professional attitude and support a teamwork-oriented environment.

Develop positive working relationships with clients and co-workers.

Must have exceptional attendance.

Physical Requirements :

Prolonged periods of sitting at a desk and working on a computer.

Must be able to lift 25 50 pounds at times.

Extended hours are required at certain times throughout the year, depending on client needs.

Keep in mind that the specific responsibilities and requirements of the Tax Associate may vary depending on the Firm's specific needs.

WK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.