Tax Associate

stafffinancialgroup; McAllen (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

stafffinancialgroup in McAllen, TX is seeking a Tax Associate to join our growing accounting team. The role focuses on preparing individual, corporate, and partnership tax returns while developing technical skills and supporting client service.

Ideal candidates have 1–3 years of public accounting experience and are eligible to sit for the CPA exam. The position offers a collaborative environment with opportunities for professional development and advancement.

Qualifications

• 1–3 years of public accounting experience.
• Completion of all requirements to sit for the CPA exam.
• Strong written and verbal communication skills.
• Excellent organizational and analytical abilities.
• Ability to work effectively in a team.

Responsibilities

• Prepare individual, corporate, and partnership tax returns of varying complexity.
• Support tax planning activities and assist with bookkeeping and compliance tasks.
• Draft response letters to IRS and state tax notices when necessary.
• Perform accounting and bookkeeping functions as needed.
• Assist in preparing quarterly and year-end tax estimates.

Skills

Public accounting experience

CPA exam eligibility

Written and verbal communication

Organizational and analytical skills

Teamwork

Education

CPA exam eligibility prerequisites

Job description

Tax Associate - McAllen, TX

Who: A motivated accounting professional with 1–3 years of public accounting experience and eligibility to sit for the CPA exam.

What: Prepares individual and business tax returns, supports tax planning activities, and assists with bookkeeping and compliance tasks.

When: Full-time position available immediately.

Where: McAllen, TX

Why: To strengthen the tax team by providing high-quality tax preparation, analytical support, and reliable client service.

Office Environment: A collaborative, growth-oriented setting that values communication, accuracy, and professional development.

Salary: Competitive and commensurate with experience.

Position Overview

The Tax Associate assists in the preparation of individual, corporate, and partnership tax returns while developing technical skills, supporting accounting functions, and contributing to an efficient and high-quality client service experience.

Key Responsibilities

• Prepare individual, corporate, and partnership tax returns of varying complexity.
• Perform services within budgeted time by applying strong organizational, technical, and time-management skills.
• Assist in preparing quarterly and year-end tax estimates.
• Draft response letters to IRS and state tax notices when necessary.
• Make adjusting journal entries and complete trial balances to support business tax return preparation.
• Perform accounting and bookkeeping functions as needed.

Qualifications

• 1–3 years of experience (or busy seasons) in a public accounting environment.
• Completion of all requirements to sit for the CPA exam.
• Strong written and verbal communication skills.
• Excellent organizational and analytical abilities.
• Ability to work effectively in a team-oriented environment.