Tax Associate

Job Description

Job Description

LWS isn’t your typical accounting firm, and we’re proud of that! We’re a young, energetic team that believes work should be both challenging and fun. Our culture is built on collaboration, professional growth, and the idea that investing in our people means providing the best possible service to our clients.

Outside of tax season (and major extension deadlines), we enjoy Fridays off to recharge, focus on personal development, or just enjoy life. We believe that balance makes us sharper, happier, and better at what we do.

If you’re someone who loves learning, thrives in a supportive environment, and wants to be part of a team that challenges the norms of what an accounting firm can be, we’d love to meet you.

Overview

We’re looking for a motivated Tax Associate to join our team. This role is perfect for someone early in their accounting career who’s ready to gain hands-on experience preparing returns, working with clients, and learning directly under an experienced Tax Manager. You’ll play a key role in helping clients get organized, understand their taxes, and build lasting relationships with our firm. Over time, you’ll have the chance to grow into more advanced responsibilities, including tax planning, review, and IRS representation work.

While prior experience in tax or accounting is preferred, what matters most is curiosity, accountability, and a strong desire to learn and grow. We’ll support your journey toward becoming an Enrolled Agent (EA) through paid materials, mentorship, and covering all exam fees.

Key Responsibilities

• Communicate with clients to gather tax documents, clarify missing information, and ensure timely submission of required materials.
• Prepare Individual, Partnership, and S-Corporation tax returns with a focus on accuracy and efficiency.
• Utilize internal systems to track return progress and ensure timely completion.
• Assist with basic bookkeeping or client record reconciliation as needed.
• Conduct tax research and summarize findings for manager review.
• Develop expertise in IRS correspondence and notice resolution.
• Help maintain positive client relationships through timely communication and excellent service.
• Participate in continuing education, internal trainings, and study toward the Enrolled Agent (EA) credential.

Preferred Qualifications

Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience).

0-2 years of experience in tax preparation, accounting, or bookkeeping preferred.

Strong organizational skills and ability to manage multiple projects at once.

Proficient in Microsoft Excel and comfortable learning new software.

Excellent written and verbal communication skills.

Interest in building a long-term career in tax and pursuing the EA designation.

Compensation & Benefits

Competitive compensation commensurate with experience.

401k retirement plan with matching employer contributions, health and dental insurance, and more.

Friday’s off outside of tax season and major deadlines.

Paid training and EA exam sponsorship.

Professional development and direct mentorship from Tax Manager and Partners.

Growth path to Senior Tax Associate and opportunity to shape your career path in a growing firm that values initiative and fresh ideas.

Benefits :

401(k)

Continuing education credits

Health insurance

Opportunities for advancement

Paid time off

Paid training

Company Description

We’re not your typical accounting firm - our environment is family oriented, fast-paced, and fun. We work hard to provide exceptional service and love to see our clients succeed.

Company Description

We’re not your typical accounting firm - our environment is family oriented, fast-paced, and fun. We work hard to provide exceptional service and love to see our clients succeed.