Tax Associate

CFS; Novi (MI); On-site; USD 60,000 - 100,000; Full time

Job summary

CFS in Novi, MI is seeking a Tax Associate to support a high-volume individual tax practice. The role focuses on preparing 1040s and assisting with document gathering and tax planning.

You will review organizers, ensure accuracy, and work with senior staff during tax season; this is a full-time, onsite position with hours Monday–Friday and additional tax-season hours as needed.

Qualifications

• 2+ years of hands-on experience preparing individual 1040 tax returns.
• Strong knowledge of individual income tax regulations and tax preparation processes.
• Bachelor's degree in Accounting, Finance, Tax, or related field.

Responsibilities

• Prepare individual 1040 tax returns, which will comprise approximately 80-90% of the role.
• Review tax organizers and client documentation for completeness and accuracy.
• Identify missing information and follow up as needed to obtain required tax documents.
• Gather, organize, and maintain client tax records.
• Calculate and estimate tax liabilities when appropriate.
• Submit completed returns for review by senior tax professionals.
• Assist with return reviews and tax planning activities based on experience level.

Skills

1040 Returns

Individual Tax

Detail Oriented

High Volume

Education

Bachelor's degree in Accounting/Finance/Tax

Tools

CCH Axcess

CCH Trust

Job description

Tax Associate - Individual Tax (1040)

Location: Novi, MI (Fully Onsite)

Schedule: Full-Time, Monday-Friday (additional hours during tax season as needed)

Compensation: $60,000 - $100,000 (depending on experience)

Our client is a growing financial services organization seeking a Tax Associate to support a high-volume individual tax practice. This opportunity is open to candidates ranging from experienced tax preparers and Enrolled Agents to CPA candidates and seasoned tax professionals with extensive individual tax experience.

Key Responsibilities

• Prepare individual 1040 tax returns, which will comprise approximately 80-90% of the role.
• Review tax organizers and client documentation for completeness and accuracy.
• Identify missing information and follow up as needed to obtain required tax documents.
• Gather, organize, and maintain client tax records.
• Calculate and estimate tax liabilities when appropriate.
• Submit completed returns for review by senior tax professionals.
• Assist with return reviews and tax planning activities based on experience level.

Qualifications

Required

• Minimum of 2 years of hands-on experience preparing individual 1040 tax returns.
• Strong knowledge of individual income tax regulations and tax preparation processes.
• Bachelor's degree in Accounting, Finance, Tax, or a related field, or equivalent tax experience.
• Ability to work independently and manage a high volume of tax returns efficiently.
• Strong attention to detail and accuracy.

Preferred

• CPA designation or active CPA pursuit.
• Enrolled Agent (EA) credential.
• Experience with CCH Axcess and/or CCH Trust software.
• Experience with tax planning and return review.

Culture & Environment

• Growing and collaborative professional services firm.
• Team-oriented environment where input is valued regardless of title or tenure.
• Business casual dress code.
• Opportunity to work alongside experienced CPAs, tax professionals, and firm leadership.

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