Small Business Associate - 2026

Associate

The Associate is responsible for working with clients on general bookkeeping, financial statement preparation, business and individual tax returns. They ensure all work papers, journal entries and tax documents are completed diligently, in a timely manner and as efficiently as possible. Associates provide exceptional client service as a trusted business advisor.

Responsibilities

• Prepare necessary work papers, journal entries, financial statements and prepare tax returns for review by the in-charge
• Onsite client work as deemed necessary
• Answer client calls and emails in timely manner and with a solution-oriented approach
• Produce quality documentation, financial statements and tax returns for review with minimal corrections
• Develop understanding of relationship of financial statement outcome to tax implications to client
• Read prior year financial statements, tax returns and client website and actively seek out information from team members to gain understanding of client business and industry
• Prepare tax returns and conduct self-review of work before submission to in-charge / reviewer
• Proactively inform engagement team of work status and request information from client as needed
• Ensure client deliverables are met within expectations
• Develop an understanding of other firm services and application in relationship to client needs
• 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

Required Skills

Education, Experience and Certifications

Essential Functions

Salary Range :