Tax Associate

Paycom - ATS; Las Vegas, Dallas, Orlando (NV, TX, FL); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work schedule

Onboarding program

Medical, dental, and vision coverage

401(k) matching

Job summary

Anderson Business Advisors is seeking a tax professional to provide expert tax preparation and advisory services for individuals and businesses. The role involves client communication, preparing and reviewing returns, and advocating for clients with tax authorities while maintaining accurate documentation.

The firm emphasizes a hybrid work model with strong onboarding, competitive benefits, and a track record as a Top Places to Work.

Qualifications

• Bachelor’s degree in Accounting required.
• 2-3 years tax preparation experience at a CPA firm.
• 2 years experience preparing individual (1040) federal/state returns.
• 2 years experience preparing business (1120, 1120S, 1065, 1041) returns.
• Strong Excel skills including pivot tables.
• Willing to work extra hours to meet deadlines.
• EA or CPA preferred; willingness to pursue EA/CPA.

Responsibilities

• Prepare and review individual and business tax returns.
• Communicate with clients to gather information and discuss tax matters.
• Support team and mentor junior staff.
• Identify improvements to tax prep and review processes.
• Maintain accurate client documentation and help with administrative tasks.

Skills

Bachelor’s degree in Accounting

Tax return preparation

Tax software proficiency

Excel pivot tables

Ability to work extra hours

Strong written and verbal skills

CPA/EA preferred

Education

Bachelor’s degree in Accounting

Tools

CCH Axcess

CCH ProSystem fx

Tax preparation software

Job description

Job Location: Rainbow Office - Las Vegas, NV 89107

Salary Range: $55,000.00 - $75,000.00 Salary/year

Job Purpose:

To provide expert tax preparation and advisory services to clients, ensuring accurate and timely completion of individual and business tax returns. This role involves direct client communication, preparation and review of tax returns, and acting as an advocate for clients with tax authorities.

Key Responsibilities:

Tax Preparation and Review:

• Communicate with clients to gather tax organizers and any missing information needed to complete tax preparation.
• Assist clients in cleaning up bookkeeping records to complete business tax returns.
• Prepare individual income tax returns (1040) and business income tax returns (1120, 1120S, 1065, 1041).
• Review individual and business income tax returns to ensure accuracy and compliance.

Client Communication:

• Communicate with clients across the country via email, video meetings, and telephone regarding tax matters.
• Act as an advocate on behalf of clients when communicating with the IRS and other tax authorities.

Team Support:

• Contribute to team goals and objectives by providing support and guidance to junior staff.
• Build positive relationships with team members and resolve minor conflicts within the team.

Process Improvement:

• Identify opportunities for improving tax preparation and review processes.
• Implement best practices to enhance accuracy and efficiency.

Administrative Tasks:

• Ensure all client documentation is accurately recorded and maintained.
• Perform all other duties as assigned by Company management to support the overall objectives of the organization.

Required Qualifications:

• Bachelor’s degree in Accounting.
• 2-3 years of experience preparing taxes at a CPA firm.
• 2 years of experience preparing individual (1040) federal and state tax returns.
• 2 years of experience preparing business (1120, 1120S, 1065, 1041) tax returns.
• Must be able to effectively organize, prioritize, and manage multiple projects under tight deadlines.
• Strong analytical, organizational, and written and verbal communication skills.
• Strong Excel skills including pivot tables.
• Experience with tax preparation software including Forms 1120, 1065, 1120S, and 1040. Experience with CCH Axcess or CCH ProSystem fx is a plus.
• Must be willing to work extra hours to ensure the meeting of tax deadlines.

Preferred Qualifications:

• EA or CPA preferred; must be willing to work towards obtaining EA or CPA status.
• Additional certifications or coursework related to advanced tax strategies or financial management.

Performance Metrics:

• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Efficiency: Timely completion of tax preparation and review tasks.
• Communication: Responsiveness to client communication and effective team collaboration.
• Accuracy: Ensuring accuracy in tax preparation and review processes.

Anderson Business Advisors Awards:

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!

About Anderson Business Advisors:

Anderson Business Advisors is an award-winning workplace – voted Top Places to Work for 6 consecutive years by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we’re looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Benefits:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment.