Associate – Tax, Audit, Small Business

Jobtailor; Lancaster (Lancaster County); On-site; USD 52,000 - 72,000; Full time

Job summary

Jobtailor is seeking a Tax Associate in the United States. You will prepare tax returns for various entities, review strategies, and ensure compliance while supporting ad hoc tax projects.

You will guide interns, handle client communications, and contribute to improving engagement efficiency and service delivery. Travel to client sites may be required.

Qualifications

• Bachelor’s degree in Accounting or current student pursuing CPA licensure.
• Strong knowledge of accounting and tax principles with attention to accuracy.
• Proficient in MS Office and able to manage multiple client deliverables.

Responsibilities

• Prepare tax returns and working papers for assigned clients.
• Review tax strategies and ensure tax compliance.
• Prepare tax returns for corporations, partnerships, estates, trusts, and non-profits.
• Assist with ad hoc tax-related projects and respond to IRS inquiries.
• Guide Tax Interns in scanning and preparing tax returns.
• Answer client calls and emails and provide solution-oriented service.
• Complete client deliverables within expectations.
• Identify and introduce other firm services based on client needs.
• Collaborate with engagement leaders to improve efficiency.

Skills

Tax Return Preparation

Tax Compliance

Client Service Focus

CPA Licensure Pursuit

Analytical Skills

Journal Entry Preparation

Financial Statement Preparation

Auditing Knowledge

Microsoft Excel

Attention to Detail

Education

Bachelor’s degree in Accounting

150 credit hours requirement

GPA 3.0 or above

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

• Prepare tax returns and complete working papers for assigned clients


• Review tax strategies, ensure tax compliance, and help improve post-tax profits


• Prepare tax returns for corporations, partnerships, estates, trusts, and non-profits


• Assist with ad hoc tax-related projects


• Resolve technical tax issues and respond to the IRS and other taxing authorities


• Guide Tax Interns in scanning and preparing tax returns


• Answer client calls and emails and provide solution-oriented service


• Complete client deliverables within expectations


• Identify and introduce other firm services based on client needs


• Assist with balance-sheet and income-statement testing and preparation/testing of financial statements and disclosures


• Review and audit business transaction cycles


• Visit client sites for required audits and financial inquiries


• Review audit issues and financial information using technology tools and research engines


• Prepare bookkeeping work papers, journal entries, financial statements, and business and individual tax returns


• Perform onsite client work as necessary


• Conduct self-review of work before submission


• Collaborate with engagement leaders and teams to improve efficiency and engagement management


• Keep current with local and national business and economic issues


• Participate in continuous learning and technical research

Requirements

• Excellent organization skills and strong attention to detail


• Ability to multitask and prioritize work


• Excellent verbal and written communication skills with a strong client service focus


• Strong analytical and interpersonal skills


• Understanding of general accounting and tax principles


• Working knowledge of Microsoft Office Suite


• Proficiency with Microsoft Word, Excel, and Outlook


• Self-motivated and willing to enhance accounting and advisory knowledge


• Bachelor’s degree in Accounting


• Graduating students should have 150 credit hours and a GPA of 3.0 or above


• Actively pursuing CPA licensure, if not already obtained


• Ability to work outside normal business hours and weekends as needed


• Ability to travel to local and non-local clients and events as needed


• Ability to lift/carry up to 20 pounds

Core Competencies

Demonstrates expertise in tax preparation, compliance, and strategy for various entities, alongside strong analytical and communication skills to enhance client service and engagement management.

Highest-signal resume keywords

• Tax Return Preparation


• Tax Compliance


• Client Service Focus


• Bachelor's Degree in Accounting


• CPA Licensure Pursuit

Hard Skills

• Tax Preparation


• Financial Statement Preparation


• General Accounting Principles


• Bookkeeping


• Audit Review


• Analytical Skills


• Technical Tax Issue Resolution


• Financial Disclosure Testing


• Journal Entry Preparation


• Tax Strategy Review

Soft Skills

• Excellent Organization Skills


• Strong Attention to Detail


• Multitasking Ability


• Verbal Communication Skills


• Interpersonal Skills

Certifications & Qualifications

• CPA Licensure

Industry Keywords

• Tax Returns


• Corporations


• Partnerships


• Estates


• Trusts


• Non-Profits


• IRS Compliance


• Client Deliverables


• Financial Statements


• Engagement Management

Tools & Technologies

• Microsoft Office Suite


• Microsoft Word


• Microsoft Excel


• Microsoft Outlook