The Tax Associate is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual work papers, and working with tax software applications to complete tax returns.

Primary Responsibilities

Preparation of corporate, partnership, individual and trust income tax returns, including multi-state returns
Detailed review and analysis of tax returns including identification and documentation of potential tax issues
Interact directly with clients regarding tax planning, return preparation, and communication of tax-related information, including client questions and concerns
Clearly and concisely frame issues to be researched, providing timely reporting and analysis
Perform, document, and summarize research and conclusions regarding specific tax issues
Ensure client compliance with all applicable authorities, while providing effective strategies to minimize their tax and reporting burdens
Seek collaboration with superiors regarding tax issues and compliance problems; escalate client issues when necessary
Remain up-to-date on current tax practices and changes in tax law

Qualifications

Bachelor’s degree in Accounting or other relevant field required; Master’s degree in Accounting or Taxation preferred
0-2 years of prior experience preparing and reviewing tax returns
Completion of CPA Exam, or working toward, highly preferred

Additional Skills

Proficiency in Microsoft Office Suite
Experience with tax research software such as CCH and RIA, as well as tax compliance software like CCH Document, BNA, and CCH Fixed Assets beneficial
Solid verbal and written communication skills
Strong analytical, research, and critical thinking skills
Ability to prepare business, trust, and individual tax returns
Able to work well in a team environment

Weiss & Company LLP

Weiss & Company LLP is a full-service CPA firm serving small to mid-sized businesses as well as individuals and families. Our firm offers a full range of accounting services including tax, audit, advisory, and specialized services tailored to specific client needs. Recognized as an Illinois “Best Places to Work” for the past 11 years, we’ve been committed to shaping the workplace around our people – their personal as well as professional needs. If you are passionate about growing your career, join our team!

The Benefits You Deserve

401 (k)
401 (k) matching
Dental insurance
Disability insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Referral program
Tuition reimbursement
Vision insurance
*Benefits described applicable to full-time associates

Apply Now

If you’re ready to take the next step toward joining the Weiss team, the application process starts here. Please complete the form, using the “Message” section to indicate the position you’re applying for. We’ll be in touch within 1-2 business days.

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Weiss & Company

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