Tax Associate

Staff Financial Group; McAllen (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

A financial services firm located in McAllen, TX is seeking a Tax Associate to prepare individual, corporate, and partnership tax returns, assist with bookkeeping, and support tax planning activities. The ideal candidate should have 1–3 years of public accounting experience, strong organizational and communication skills, and be eligible to sit for the CPA exam. This full-time position offers a collaborative and growth-oriented office environment, fostering professional development.

Qualifications

• 1–3 years of experience in a public accounting environment.
• Strong written and verbal communication skills.
• Ability to work effectively in a team-oriented environment.
• Excellent organizational and analytical abilities.

Responsibilities

• Prepare individual, corporate, and partnership tax returns.
• Assist in preparing quarterly and year-end tax estimates.
• Draft response letters to IRS and state tax notices.
• 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.

Skills

Organizational skills

Analytical abilities

Communication skills

Teamwork

Education

Eligibility to sit for the CPA exam

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.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.