Tax Associate 2 - Utah Office
About The Position
Indirectly reporting to the Senior Tax Manager, the Tax Associate 2 is responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for the organization. Essential Functions Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065) Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.) Research as needed to respond to client questions and prepare tax returns accurately Compare tax returns to tax projections prepared by in-house Financial Planners Responsibilities and Duties Participate in planning of workflow to ensure completion of assigned returns Assist in set up of new client tax returns and workpapers Prepare partnership, corporate, individual and personal property tax returns Client contact as needed to facilitate completion of tax issues Internal contact as needed between various departments to facilitate completion of tax issues Documentation of records and workpapers to firm's electronic file cabinet to ensure accurate, organized recordkeeping Assist fellow department members in order for the department to complete annual tax season goals Daily use of multiple software programs for organization of workpapers, tax returns, and workflow management Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Requirements
- Bachelor’s degree or higher in Accounting, Tax or related field
- CPA eligible or EA eligible required
- 1+ years’ experience in public accounting or its equivalent
- Thorough knowledge of tax laws
- Strong communication, interpersonal and organizational skills
- Ability to use Microsoft Office Suite, including Excel
- Proficient in Adobe Acrobat
Nice To Haves
- Master's degree in Accounting or related field
- CPA or EA preferred
- Big four or large public accounting firm experience
- CCH Axcess Tax, Engagement & BNA Income Tax Planner
Responsibilities
- Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065)
- Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.)
- Research as needed to respond to client questions and prepare tax returns accurately
- Compare tax returns to tax projections prepared by in-house Financial Planners
- Participate in planning of workflow to ensure completion of assigned returns
- Assist in set up of new client tax returns and workpapers
- Prepare partnership, corporate, individual and personal property tax returns
- Client contact as needed to facilitate completion of tax issues
- Internal contact as needed between various departments to facilitate completion of tax issues
- Documentation of records and workpapers to firm's electronic file cabinet to ensure accurate, organized recordkeeping
- Assist fellow department members in order for the department to complete annual tax season goals
- Daily use of multiple software programs for organization of workpapers, tax returns, and workflow management
- Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment
- Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients
Benefits
- Heavily subsidized medical insurance options
- Generous employer HSA contributions
- 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
- Dental and Vision plans
- Unlimited PTO
- Organization-paid holidays, including an extended Winter Break
- Safe Harbor 401k Plan
- Employer-paid professional dues, licenses, and renewals
- Continuing Education resources
- Family Planning Assistance Program and Paid Parental Leave
- Subsidized fitness programs
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
