Tax Associate - 2026

Associate Tax Consultant

The Associate is responsible for preparing tax returns and completing working papers for assigned clients. They help clients improve their tax function to control risk and facilitate better decision making. Associates act as strategic consultants by providing advice and helping organizations and individuals understand various tax implications. The Associate provides exceptional client service as a trusted business advisor.

Responsibilities

• Work as part of a team reviewing tax strategies, ensuring tax compliance and increasing post tax profits to achieve the best corporate and individual tax practices for our clients
• Independently prepare tax returns, working with a variety of entities such as corporations, partnerships, estates, trusts and non-profits across various industries
• Assist on tax-related projects on an ad hoc basis
• Review data input and resolve technical tax issues; respond to inquiries from the IRS and other taxing authorities
• Provide guidance to Tax Interns in the scanning and preparation of tax returns
• Answer client calls and emails in timely manner and with a solution-oriented approach
• Ensure client deliverables are completed within expectations
• Identify and introduce other firm services based on client needs and discovered opportunities
• Keep up to date with local and national business and economic issues
• Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts
• Collaborate with leader to identify opportunities for efficiencies and proactive engagement management

People Management / Relationships

Business Growth (if applicable)

Required Skills

Education, Experience and Certifications

Essential Functions