Tax Associate (5+ years)

Nienhuis Financial Group • Grandville, MI

6d • Onsite

About The Position

The Tax Associate prepares and reviews basic to moderately complex federal, state, and local tax returns and assists with other tax-related work under the guidance of a certified public accountant. This is an in-office position intended to support efficient task management and communication with other members of the tax team. The position interacts with tax staff and external clients and reports to the Chief Operating Officer. It has no supervisory responsibilities and is hourly, non-exempt.

Requirements

• Bachelor's degree in Accounting.
• At least 5 years of prior experience.
• EA or CPA required.
• Knowledge and understanding of corporate and individual tax preparation and review.
• Ability to understand and apply tax laws and changes in the preparation process.
• Excellent verbal and written communication skills.
• Strong proficiency in Microsoft Office, especially Excel, and general computer skills.
• Proficiency with tax accounting and preparation software, or ability to learn it quickly.
• Self-motivation and exceptional project and time management skills.
• Ability to balance multiple priorities, projects, and clients.
• Ability to work as part of a team or independently as needed.
• Customer service orientation and negotiation skills.
• Critical thinking and complex problem-solving skills.
• Accurate math and accounting skills.
• Strong interpersonal, analytical, and problem-solving skills, attention to detail, service focus, and time management skills.
• Ability to work independently and as part of a larger team.

Nice To Haves

• Helpful software experience includes Microsoft Outlook Email, Calendar, Teams, Excel, Multifactor Authentication, VPN/Terminal Server, QuickBooks Online, LastPass, Zoom, Canopy, OneDrive, Google Suite, Chrome, Adobe DC, 3CX, SafeSend, BambooHR, TSheets, and Documo.

Responsibilities

• Communicate with the Internal Revenue Service and state and local authorities to resolve tax notices.
• Communicate with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
• Review previous tax returns and financial documents to identify missing or incomplete information or documentation.
• Prepare and review federal, state, and local tax returns for individual and small business clients.
• Create tax projections for individual and small business clients.
• Organize and maintain tax records.
• Assist with other tax or research projects.
• Maintain knowledge of tax law changes by reading professional literature or attending tax seminars and training courses.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level