Job Description

Tax Associate - Alpharetta, GA

The Tax Associate will assist in preparation of both individual and business tax return and ensures compliance with relevant federal, state and local regulations under CPA/EA supervision. The Tax Associate assists Practice Leader on appropriate tax strategies for individual and organizations. The Tax Associate will be responsible for managing their work flow and serves as a consultant/adviser of non-tax personnel.

Essential Duties and Responsibilities:

  • Assists in preparation federal, state, local and special tax returns by collecting, analyzing and formatting financial information.
  • Complies with federal, state, local and SEC requirements by studying regulations; enforcing adherence to requirements; advising management on needed actions; communicating with attorneys, tax specialists and company clients to ensure timely tax reporting.
  • Be able to resolve clients tax issues on federal, state and local levels.
  • Prepares financial statements, reports and records by collecting, analyzing and summarizing information and trends.
  • Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks and participating in professional societies.
  • Contributes to team effort by accomplishing related results as needed, including special projects.


Education and Experience Required:

Bachelors Degree in Accounting or Business required.

CPA-track or EA required. Ability to obtain PTIN.

2-5 years of experience in personal and closely held business tax preparation experience.

Excellent oral and written communication skills, ability to communicate technical tax issues with non-tax personnel and clients alike.

Excellent organizational skills.

Ultratax and Practice CS experience a big plus.

QuickBooks and QuickBooks Online experience a plus.

Excellent Excel, Word and Microsoft Outlook experience required.

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Alpharetta GA
Date Posted