TAX ASSOCIATE

Modern Wealth Management; New York (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

Modern Wealth Management is seeking a Tax Associate to support various tax-related activities, including tax preparation and IRS inquiries. The ideal candidate will have a relevant Bachelor's degree and 1-3 years of tax preparation experience. Strong communication skills and detail orientation are crucial. Responsibilities include maintaining client relations and providing QuickBooks support. Join a diverse and inclusive work environment in New York, NY.

Qualifications

• 1–3 years of tax preparation experience.
• Strong knowledge of federal, state, and local tax regulations.
• Detail-oriented with the ability to manage multiple priorities.

Responsibilities

• Perform tax preparation tasks, including gathering client information, preparing tax returns, and ensuring compliance.
• Draft and submit responses to IRS notices.
• Provide QuickBooks support and guidance to clients.

Skills

Attention to detail

Organizational skills

Client relationship skills

Education

Bachelor’s degree in Accounting, Finance, or a related field

Tools

QuickBooks

Job description

Overview

Location: Lenexa, KS / Mooresville, IN

Department / Team: Tax

Reports To: Managing Director

Job Overview

The Tax Associate supports a variety of tax-related activities, including tax preparation, responding to IRS notices, and providing software support such as QuickBooks. This role requires attention to detail, strong organizational skills, and the ability to deliver accurate and timely results while maintaining positive client relationships.

Key Performance Indicators (KPIs)

• Tax Preparation Accuracy
• Tax Preparation Efficiency: Target of 210 returns per year
• Turnaround Time: Based on complexity score

Core Responsibilities / Key Duties

• Perform tax preparation tasks, including gathering client information, preparing tax returns, and ensuring compliance with relevant tax laws and regulations.
• Prepare tax returns for individuals, businesses, and other entities with accuracy and compliance in mind.
• Draft and submit responses to IRS notices and inquiries, ensuring timely and accurate resolution of tax-related issues.
• Maintain strong client relationships by serving as a primary point of contact and presenting tax-related information as needed.
• Provide QuickBooks support and guidance to clients as needed.

Growth Targets / Professional Development

• Actively pursuing CPA or EA designation.
• Demonstrate consistent efficiency in tax preparation.
• Achieve minimal review comments on prepared returns.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 1–3 years of tax preparation experience.
• Familiarity with QuickBooks and other tax preparation software.
• Strong knowledge of federal, state, and local tax regulations.
• Excellent communication and client relationship skills.
• Detail-oriented with the ability to manage multiple priorities.

Equal Employment Opportunity Statement

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.