Associate Tax Accountant

Jobtailor; Little Chute (WI); On-site; USD 45,000 - 65,000; Full time

Job summary

Jobtailor in Wisconsin is seeking a Staff Accountant/Tax Associate to handle tax returns, payroll, and financial reporting for diverse client bases.

You will interact with clients, prepare statements, and support budgeting while learning Thomson Reuters CS Suite and QuickBooks. Travel to client sites may be required; 0–2 years experience preferred.

Qualifications

• High school diploma or equivalent.
• Bachelor's degree in Accounting, Finance, Business, Agriculture, or a related field preferred.
• 0–2 years of accounting, tax, bookkeeping, or financial services experience preferred.
• Experience with farm businesses, agricultural operations, or agriculture-related industries preferred.

Responsibilities

• Prepare and review individual, partnership, and corporate tax returns.
• Assist clients with tax planning and projections.
• Conduct tax research and ensure compliance with IRS regulations and industry requirements.
• Maintain trial balances, general ledgers, and fixed asset schedules.
• Process payroll and payroll tax payments and prepare payroll reporting forms and filings.
• Organize workload and manage deadlines during peak tax seasons.
• Assist with training and guidance for interns and seasonal team members.
• Perform bookkeeping, including account reconciliations, bill payments, and financial reporting.
• Prepare monthly, quarterly, and year-end financial statements.
• Develop and maintain budgeting information for client businesses.
• Travel to client locations to provide on-site accounting services when needed.
• Support clients using accounting software solutions.
• Review and provide quality control for accounting work completed by support staff.
• Advise clients on bookkeeping practices, account reconciliations, business planning, and operational decisions.
• Help clients understand the value of accurate financial reporting for business growth.
• Partner with internal teams to promote tax, accounting, and business consulting services.
• Serve as a trusted resource for clients and team members on tax and accounting matters.
• Build strong client relationships through exceptional service and professional communication
• Stay current on tax laws, accounting practices, and industry trends through continuous professional development

Skills

Interpersonal communication

Written communication

Verbal communication

Collaboration

Leadership potential

Strong work ethic

Ethical judgment

Client relationship management

Education

High school diploma or equivalent

Bachelor's degree in Accounting, Finance, Business, Agriculture or related field

Tools

Microsoft Office

Thomson Reuters CS Professional Suite

QuickBooks

Accounting software solutions

Job description

• Prepare and review individual, partnership, and corporate tax returns
• Assist clients with tax planning and projections
• Conduct tax research and ensure compliance with IRS regulations and industry requirements
• Maintain trial balances, general ledgers, and fixed asset schedules
• Process payroll and payroll tax payments and prepare payroll reporting forms and filings
• Organize workload and manage deadlines during peak tax seasons
• Assist with training and guidance for interns and seasonal team members
• Perform bookkeeping, including account reconciliations, bill payments, and financial reporting
• Prepare monthly, quarterly, and year-end financial statements
• Develop and maintain budgeting information for client businesses
• Travel to client locations to provide on-site accounting services when needed
• Support clients using accounting software solutions
• Review and provide quality control for accounting work completed by support staff
• Advise clients on bookkeeping practices, account reconciliations, business planning, and operational decisions
• Help clients understand the value of accurate financial reporting for business growth
• Partner with internal teams to promote tax, accounting, and business consulting services
• Serve as a trusted resource for clients and team members on tax and accounting matters
• Build strong client relationships through exceptional service and professional communication
• Stay current on tax laws, accounting practices, and industry trends through continuous professional development

Requirements

• High school diploma or equivalent
• Strong interest in accounting, taxation, finance, or business operations
• Strong interpersonal, written, and verbal communication skills
• Ability to learn quickly and adapt to new processes and technologies
• Collaborative mindset and commitment to building strong relationships
• Leadership potential, initiative, and a strong work ethic
• Sound ethical judgment and professionalism
• Proficiency in Microsoft Office applications and business technologies
• Experience with or ability to learn Thomson Reuters CS Professional Suite (Practice CS, GoFileRoom, UltraTax, Accounting CS, Virtual Office, NetClient) and QuickBooks
• Willingness to work additional hours, including evenings and weekends during peak tax season (January through April)
• Bachelor's degree in Accounting, Finance, Business, Agriculture, or a related field preferred
• 0–2 years of accounting, tax, bookkeeping, or financial services experience preferred
• Experience working with farm businesses, agricultural operations, or agriculture-related industries preferred
• Commitment to ongoing professional development and technical learning preferred

Core Competencies

Demonstrates expertise in tax preparation, compliance, and financial reporting while maintaining strong client relationships and providing exceptional service. Proficient in accounting software and committed to continuous professional development in accounting and taxation.

Highest-signal resume keywords

• Tax Preparation
• Financial Reporting
• Accounting Software Proficiency
• Client Relationship Management
• Compliance with IRS Regulations

Hard Skills

• Tax Returns Preparation
• Bookkeeping
• Account Reconciliation
• Payroll Processing
• Financial Statement Preparation
• Budgeting
• Tax Research
• Trial Balance Maintenance
• General Ledger Management
• Financial Projections

Soft Skills

• Interpersonal Communication
• Written Communication
• Verbal Communication
• Collaboration
• Leadership Potential

Industry Keywords

• Tax Compliance
• Agricultural Operations
• Financial Services
• Business Consulting
• Continuous Professional Development

Tools & Technologies

• Microsoft Office
• Thomson Reuters CS Professional Suite
• QuickBooks
• Accounting Software Solutions