Tax associate

Jobot; Oklahoma City (OK); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

PTO

Holidays

Job summary

Jobot in Oklahoma City is seeking a Tax Associate to join our growing team. The role focuses on tax preparation, financial analysis, and advisory-related projects for individuals, businesses, and professional clients.

The ideal candidate has 3+ years of experience in both individual and business tax preparation, strong analytical abilities, and professionalism handling confidential financial information and complex client matters. A CPA/EA is preferred but not required.

Qualifications

• 3+ years of experience in individual and business tax preparation.
• Bachelor’s degree in Accounting, Finance, or related field preferred.
• CPA, EA, or CPA-track candidate strongly preferred but not required.
• Strong understanding of corporate and individual taxation principles.
• Experience with bookkeeping and financial statement review.
• Proficiency in Microsoft Excel, Word, QuickBooks, Lacerte, and/or UltraTax CS preferred.
• Excellent analytical, organizational, and problem-solving skills.
• Ability to communicate financial concepts clearly and professionally.
• High level of discretion and attention to detail.

Responsibilities

• Prepare and review federal and state tax returns for individuals, partnerships, S corporations, corporations, and trusts
• Analyze financial records and supporting documentation for accuracy and completeness
• Assist in the preparation of financial schedules, worksheets, and exhibits for valuation, advisory, and financial dispute matters
• Perform bookkeeping and account reconciliations for business and individual clients
• Communicate directly with clients regarding tax filings, financial documentation, and information requests
• Correspond with the IRS and state taxing authorities regarding notices, filings, and compliance matters
• Conduct account analysis to identify tax planning opportunities, deductions, and credits
• Support financial reporting and organizational projects for closely held businesses and high-net-worth clients
• Maintain current knowledge of tax laws, compliance regulations, and accounting standards
• Manage multiple client engagements while meeting deadlines and maintaining a high level of accuracy

Skills

Analytical skills

Attention to detail

Communication

Time management

Discretion

Education

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

Tools

QuickBooks

Lacerte

UltraTax CS

Excel

Word

Job description

Salary: $55,000 - $75,000 per year

A bit about us:

Our client is a multidisciplenary firm in Oklahoma City that combines legal, tax, and accounting services within one practice. Our client focuses on areas where financial and legal matters overal, especially for business owners, individuals, and famil related legal matters.

Why join us?

• medical
• dental
• vision
• 401k
• PTO
• Holidays

Job Details

An established professional services firm in Midtown Oklahoma City is seeking a full-time Tax Associate to join our growing team. This role offers the opportunity to work in a collaborative environment supporting individuals, businesses, and professional clients with tax preparation, financial analysis, and advisory-related projects.

The ideal candidate will have experience in both individual and business tax preparation, strong analytical abilities, and the professionalism to work with confidential financial information and complex client matters.

Responsibilities

• Prepare and review federal and state tax returns for individuals, partnerships, S corporations, corporations, and trusts
• Analyze financial records and supporting documentation for accuracy and completeness
• Assist in the preparation of financial schedules, worksheets, and exhibits for valuation, advisory, and financial dispute matters
• Perform bookkeeping and account reconciliations for business and individual clients
• Communicate directly with clients regarding tax filings, financial documentation, and information requests
• Correspond with the IRS and state taxing authorities regarding notices, filings, and compliance matters
• Conduct account analysis to identify tax planning opportunities, deductions, and credits
• Support financial reporting and organizational projects for closely held businesses and high-net-worth clients
• Maintain current knowledge of tax laws, compliance regulations, and accounting standards
• Manage multiple client engagements while meeting deadlines and maintaining a high level of accuracy

Qualifications

• 3+ years of experience in individual and business tax preparation
• Bachelor’s degree in Accounting, Finance, or related field preferred
• CPA, EA, or CPA-track candidate strongly preferred but not required
• Strong understanding of corporate and individual taxation principles
• Experience with bookkeeping and financial statement review
• Proficiency in Microsoft Excel, Word, QuickBooks, Lacerte, and/or UltraTax CS preferred
• Excellent analytical, organizational, and problem-solving skills
• Ability to communicate financial concepts clearly and professionally
• High level of discretion and attention to detail

What We Offer

• Competitive compensation with annual performance and salary reviews
• Flexible compensation structure based on experience and contributions
• Collaborative and team-oriented environment
• Exposure to a diverse range of tax, financial, and advisory projects
• Ongoing training and professional development opportunities
• Long-term career growth within an established firm

Industry

Professional Services / Legal & Financial Advisory

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.