Tax Associate

Modern Wealth Management; Mooresville (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

Modern Wealth Management in Mooresville, IN, is seeking a Tax Associate to review returns for individuals and businesses, ensuring accuracy and compliance with federal, state, and local rules. You will identify errors, provide feedback to preparers, and help improve overall quality and timeliness of tax engagements.

The role requires a bachelor’s degree in accounting or related field and 3–5 years of tax experience, with strong communication and analytical skills to manage multiple priorities

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3–5 years of experience in tax preparation and/or tax review.
• Strong knowledge of federal, state, and local tax regulations.
• Experience reviewing individual and business tax returns preferred.
• Familiarity with tax preparation software and accounting systems (e.g., QuickBooks).
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication skills with the ability to provide clear, constructive feedback.
• Detail-oriented with the ability to manage multiple priorities and deadlines.

Responsibilities

• Review tax returns for individuals, businesses, and other entities to ensure accuracy and compliance.
• Identify errors, inconsistencies, and potential tax savings opportunities with detailed feedback.
• Ensure all required documentation is complete and properly supported prior to filing.
• Review responses to IRS notices and inquiries, ensuring timely resolution.
• Collaborate with tax preparers and team members to improve quality and efficiency.
• Maintain strong client relationships by communicating complex tax information clearly when needed.
• Provide guidance on tax software and processes to improve accuracy and efficiency.

Skills

Tax knowledge

Attention to detail

Communication

Analytical

Organizational

Problem-solving

Time management

Experience reviewing tax returns

Education

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

Tools

QuickBooks

Job description

Tax Associate

The Tax Associate plays a critical role in ensuring the accuracy, compliance, and quality of tax returns prepared for individuals, businesses, and other entities. This position is responsible for reviewing completed returns, identifying discrepancies, and providing clear feedback to preparers while maintaining strong client relationships. The ideal candidate brings a high level of technical tax knowledge, attention to detail, and the ability to ensure timely and accurate delivery of tax services.

Core Responsibilities

• Review tax returns for individuals, businesses, and other entities to ensure accuracy, completeness, and compliance with federal, state, and local tax regulations
• Identify errors, inconsistencies, and potential tax savings opportunities, providing detailed feedback to preparers
• Ensure all required documentation is complete and properly supported prior to filing
• Review and assist with responses to IRS notices and inquiries, ensuring timely and accurate resolution
• Collaborate with tax preparers and team members to improve overall quality and efficiency of tax engagements
• Maintain strong client relationships by communicating complex tax information clearly and professionally when needed
• Provide guidance on tax software and processes to improve accuracy and efficiency

Growth Targets

• Actively pursuing or maintaining CPA or EA designation
• Demonstrate consistent efficiency and high-quality review standards
• Reduce preparer error rates through effective feedback and coaching

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• 3-5 years of experience in tax preparation and/or tax review
• Strong knowledge of federal, state, and local tax regulations
• Experience reviewing individual and business tax returns preferred
• Familiarity with tax preparation software and accounting systems (e.g., QuickBooks)
• Excellent analytical, organizational, and problem-solving skills
• Strong communication skills with the ability to provide clear, constructive feedback
• Detail-oriented with the ability to manage multiple priorities and deadlines

Equal Employment Opportunity Statement

We are an equal opportunity employer committed to creating an inclusive environment for all employees. All employment decisions are made without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other legally protected status. We believe that diversity and inclusion are essential to our success and are dedicated to fostering a workplace where all individuals feel valued and respected.