Tax Associate

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Join to apply for the Tax Associate role at YHB | CPAs & Consultants

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Job Description

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success.

Job Description

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success.

Roles And Responsibilities

Technical Expertise and Work Quality

• Possess an intermediate level of understanding in accounting and tax concepts.
• Gain familiarity and develop proficiency with relevant firm technical resources and computer applications; demonstrate effective use of these resources.
• Follow established tax procedures, such as document organization, workpaper presentation, and workflow protocol.
• Demonstrate a commonsense approach to problem solving, clearly identify issues and / or problems as they arise, and propose solutions to in-charge staff, as appropriate.
• Listen carefully to instructions to develop a sound understanding of the assigned tasks, take notes, ask questions, and seek clarification of instructions and assignments.
• Possess sufficient skills to navigate within the tax software.
• Possess fundamental tax compliance skills and knowledge to complete Level 2 federal and state tax forms for individuals and business engagements.
• Organize and reference tax file workpapers. Be able to follow and understand prior year workpapers and returns and prepare current year tax workpapers.
• Demonstrate ability to complete specific tasks, reports, and other deliverables within assigned timeframes and budgets. Communicate perceived obstacles for completion to in-charge staff as soon as possible.
• Clear any review comments noted by the person-in-charge.
• Initiate and respond to suggestions to improve work quality and efficiency.

Client Management and Service

Business Development

Personal Participation and Professional Development

Leading and Developing Others

Required Education And Experience

Benefits & Perks

We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy :

Competitive Compensation & Rewards :

Comprehensive Health & Wellness :

Professional Development :

Work-Life Balance :

Engaging Work Culture :

This description reflects the core activities of the role but is not intended to be all-inclusive and other duties within the group / department may be required in addition to changes in the emphasis of duties as required from time to time.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Accounting / Auditing and Finance

Industries

Accounting

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