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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