Tax Associate

Job Description

About Us: We are a 15-person, family-run CPA firm that has served clients for over 100 years. Our team is committed to high-quality service, long-term client relationships, and a balanced work life. Above all, we prioritize a healthy workplace culture where everyone feels respected and valued. We’re looking for someone who is easygoing, low-maintenance, and adds to our collaborative team dynamic.

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Job Summary: We are seeking a Tax Associate, ideally with around 2 years of experience, to join our team. In this role, you’ll prepare tax returns for a variety of entities, work directly with clients, and build your skills alongside experienced staff and partners. We offer strong benefits, a reasonable tax season schedule, and a supportive, collaborative environment with real room to grow.

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Responsibilities:

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• Prepare federal and state tax returns for:

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• Individuals

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• Partnerships

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• S-Corporations

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• C-Corporations

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• Trusts

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• Use Lacerte to complete tax work efficiently and accurately

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• Maintain organized, detailed workpapers and documentation

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• Communicate with clients about tax questions, documentation, and deadlines

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• Research and respond to IRS and state tax notices as needed

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• Support senior staff and partners on tax planning and strategy

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• Stay current on tax law changes and firm procedures

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Qualifications:

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• Ideally 2 years of recent tax experience at a public accounting firm

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• CPA license not required

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• Strong attention to detail and organizational skills

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• Clear, effective written and verbal communication

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• Able to work independently and as part of a small team

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• Eager to learn and take on more complex work over time

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• A positive attitude that supports a respectful, healthy team culture

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Compensation & Benefits:

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• Salary: $57,500, depending on experience

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• 3% 401(k) employer contribution (regardless of employee contribution, once qualified)

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• Fully paid health insurance

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• Life insurance

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• 3 weeks + 1 day paid vacation (prorated in the first year)

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• 9 paid holidays

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• 80 hours of comp time earned during tax season

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• Only ~3 Saturdays during busy season, and no Sundays

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• Flexible schedule

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