Tax Associate with prior experience

$130,000 - $130,000/Yr

Incredible Financial Services LLC - Fort Worth, TX

Part-time,Full-time - Entry Level

Remote - Fort Worth, TX

About the position

We are seeking a detail-oriented and motivated Tax Associate to join our dynamic team. The ideal candidate will have a strong foundation in tax accounting and public accounting, with experience in financial services. This role involves preparing and reviewing tax returns, providing tax planning advice, and assisting clients with various financial needs. The Tax Associate will play a crucial role in ensuring compliance with tax regulations while delivering exceptional service to our clients.

Responsibilities

• Prepare and review individual and business tax returns to ensure accuracy and compliance with federal, state, and local regulations.
• Conduct thorough research on tax laws and regulations to provide informed advice to clients.
• Assist clients in understanding their tax obligations and develop strategies for minimizing their tax liabilities.
• Collaborate with team members to analyze financial data and provide insights for financial planning purposes.
• Maintain organized records of client information, tax documents, and correspondence.
• Stay updated on changes in tax legislation that may impact clients' financial situations.
• Provide support during audits by gathering necessary documentation and responding to inquiries from tax authorities.

Requirements

• Proficiency in financial software applications related to accounting and tax preparation.
• Strong knowledge of public accounting principles and practices.
• Experience in tax accounting, including familiarity with various types of taxes (income, sales, payroll).
• Excellent analytical skills with the ability to perform financial analysis and planning.
• Strong communication skills to effectively interact with clients and explain complex tax concepts.
• Ability to work independently as well as part of a collaborative team environment.
• Detail-oriented mindset with a commitment to accuracy in all tasks performed.

Nice-to-haves

• Tax accounting: 1 year (Preferred)

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance