Tax Associate

Crete Professionals Alliance
Lee's Summit, MO, US
Full-time

Job Description

Job Description

About The Company :

Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States.

Our initial venture in August 2023 involved acquiring a majority interest in the non-attest assets of a top 300 US-based national firm, positioning us alongside the top 100 US accounting firms based on cumulative revenue.

With over ten partner firms, several deals under LOI, and substantial committed capital, Crete PA is poised to shortly become equivalent to a top 40 firm in terms of aggregate revenue, with ambitions to expand into a multi-country platform.

Supported by ZBS Partners, a firm managing over $500 million in assets, and led by cofounders experienced in developing multi-industry platforms, Crete PA partners with local firms to enhance their independence while boosting their revenue and profitability.

Job Overview :

The Tax Associate will assist in preparing and filing tax returns for individuals, corporations, partnerships, and other entities.

The role includes handling various tax-related tasks under the supervision of senior tax professionals while ensuring compliance with federal, state, and local regulations.

Key Responsibilities :

Prepare individual, corporate, partnership, and other tax returns accurately and efficiently using tax software.

Assist in researching complex tax issues and new tax laws, and apply knowledge to the preparation of returns and client advice.

Ensure compliance with federal, state, and local tax regulations while maintaining a focus on accuracy and attention to detail.

Assist clients with tax-related queries and respond to client communication in a timely and professional manner.

Analyze financial statements and documents to ensure accurate reporting and identify tax-saving opportunities for clients.

Support tax audits and reviews by gathering data and documents required for audit processes.

Collaborate with senior staff on tax planning strategies and year-round tax advisory services for clients to minimize liabilities.

Use accounting and tax preparation software, spreadsheets, and other tools to complete tasks efficiently.

Prepare and maintain supporting documentation for tax filings and ensure all deadlines are met.

Stay current on changes in tax laws and regulations by attending training sessions, workshops, and continuing education programs.

Qualifications :

Bachelor's degree in Accounting, Finance, or a related field (CPA license preferred or actively pursuing CPA certification).

0-2 years of experience in tax preparation, ideally in a public accounting or CPA firm setting.

Strong understanding of federal, state, and local tax regulations.

Proficiency in tax preparation software, accounting software, and Microsoft Office Suite (Excel, Word).

Strong analytical and problem-solving skills with a keen attention to detail.

Excellent verbal and written communication skills for client interaction and team collaboration.

Ability to manage multiple tasks and deadlines in a fast-paced environment.

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

30+ days ago
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