Tax Associate (5+ years)

Nienhuis Financial Group • Grandville, MI

1d • 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 for efficient task management and communication with other members of the tax team.

Requirements

• 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
• Strong proficiency in Microsoft Office, especially Excel, and computer skills
• Proficient with or the ability to quickly learn tax accounting and preparation software.
• Self-motivated with 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 written and oral communications, interpersonal skills, analytical and problem-solving skills, attention to detail, service focus and time management skills required.
• Must be able to work independently and as part of a larger team.

Nice To Haves

• 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, Documo.

Responsibilities

• Communicate with the Internal Revenue Service, 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.
• Reviews 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 any other tax or research projects.
• Maintains understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.

What This Job Offers

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