Tax Associate

Jambrina CPA

13d

About The Position

The Tax Associate analyzes and interprets tax laws, regulations, and policies, and prepares and files tax returns to help clients comply with applicable local, state, and federal tax requirements. The role offers an opportunity to grow taxation knowledge and experience. The Tax Associate prepares tax returns and related forms, calculates tax amounts and estimates, supports clients with tax inquiries and audits, coordinates with other departments, and contributes to documentation, quality standards, and process improvement. The position also involves client relationship-building, clerical work, and other tasks as needed.

Requirements

• Bachelor’s degree in Accounting.
• Knowledge of individual and business tax returns, including Forms 1040, 1120, 1120-S, and 1065.
• Familiarity with tax research and basic tax law concepts.
• Strong Excel skills.
• Strong attention to detail and accuracy.
• Ability to manage deadlines in a fast-paced environment.
• Clear written and verbal communication skills.
• Willingness to learn and accept feedback.
• Ability to work independently and collaboratively.
• Strong organizational and time-management skills.
• Comfort interacting with clients and asking clarifying questions.
• Willingness to work extended hours during tax season.

Nice To Haves

• CPA candidate status or interest in pursuing a CPA.
• Experience with tax software; UltraTax is a plus.
• One to two years of tax preparation experience.
• Experience working in an accounting firm.

Responsibilities

• Prepare and perform due diligence on federal and state income and franchise tax returns for corporations, partnerships, and limited liability companies.
• Prepare individual tax returns, mainly Forms 1040 and 1040NR.
• Calculate tax basis depreciation and amortization for tax returns, tax reporting, and tax projections.
• Prepare foreign tax returns, including Forms 5471, 5472, 8804, and 8805.
• Prepare Form W-7 applications for ITINs.
• Prepare 1099s, FBARs, franchise tax reports, and sales tax reports.
• Prepare miscellaneous federal tax forms and applications, including EFTPS, EIN/SS-4, POA/2848, elections/8832 and 2553, installment agreement requests, Form 843, and change-of-address/8822 forms.
• Prepare miscellaneous state tax forms and applications, including franchise tax questionnaires, nexus matters, reinstatements, terminations, Texas formations and expansions, and other forms as needed.
• Calculate quarterly estimated taxes.
• Assist with estimated and balance-due payments using available payment methods.
• Liaise with clients to resolve IRS inquiries adequately.
• Prepare and review responses to tax audits and notices.
• Coordinate with the Accounting department and other business lines as necessary.
• Develop appropriate tax support documentation.
• Collaborate with tax department staff.
• Comply with tax professional standards and ethics.
• Perform clerical duties, such as typing letters and memos, to meet agencies’ information requirements.
• Contribute to special projects and process improvement initiatives.
• Adhere to Jambrina’s quality policy and established standards and guidelines for maintaining or improving the quality of products, services, or processes.
• Perform other requested tasks as needed, according to the role.
• Focus on clients to build strong relationships, foster loyalty, and support long-term success.

What This Job Offers

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