Tax Associate

KGR TAX & ACCOUNTING LLC; Southwick (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Continuing education credits

Flexible schedule

Job summary

KGR TAX & ACCOUNTING LLC in Massachusetts is seeking a Tax Associate to support clients with tax planning, compliance, and reporting, ensuring accuracy and regulatory alignment. You will help navigate tax laws while optimizing financial strategies in a fast-paced environment.

Ideal candidates bring hands-on tax prep experience, familiarity with individuals, corporations, and partnerships, and strong communication skills to explain complex concepts clearly.

Qualifications

• Proven experience in accounting or finance with a focus on tax compliance and reporting.
• Familiarity with tax law, individual tax preparation, corporate tax expertise, and auditing processes.
• Proficiency in accounting software such as QuickBooks, Drake Tax, and Excel-based financial report writing.
• Excellent analysis skills with the ability to interpret financial data for strategic decision-making.
• Effective client communication skills to explain complex tax issues clearly and professionally.

Responsibilities

• Prepare and review individual, corporate, and partnership tax returns with precision and attention to detail.
• Assist in tax planning strategies, including estate planning, mergers & acquisitions, and investment analysis.
• Ensure compliance with federal, state, and local tax regulations by staying current on tax law changes.
• Analyze financial statements, balance sheets, and general ledger accounts to support accurate tax reporting.
• Reconcile accounts, perform double entry bookkeeping, and maintain accurate records using accounting software like QuickBooks or similar platforms.
• Communicate effectively with clients to explain complex tax concepts.

Skills

Tax compliance

Tax planning

Financial analysis

Client communication

Attention to detail

Tools

QuickBooks

Drake Tax

Excel

Job description

Job Description

Join our dynamic team as a Tax Associate and become a vital part of our commitment to delivering exceptional financial services. In this energetic role, you will support clients with comprehensive tax planning, compliance, and reporting, ensuring accuracy and adherence to regulatory standards. Your expertise will help clients navigate complex tax laws while optimizing their financial strategies. We are looking for motivated individuals who thrive in a fast-paced environment and are eager to develop their skills in tax accounting and financial analysis.

Responsibilities

• Prepare and review individual, corporate, and partnership tax returns with precision and attention to detail
• Assist in tax planning strategies, including estate planning, mergers & acquisitions, and investment analysis
• Ensure compliance with federal, state, and local tax regulations by staying current on tax law changes
• Analyze financial statements, balance sheets, and general ledger accounts to support accurate tax reporting
• Reconcile accounts, perform double entry bookkeeping, and maintain accurate records using accounting software like QuickBooks or similar platforms
• Communicate effectively with clients to explain complex tax concepts.

Qualifications

• Proven experience in accounting or finance with a focus on tax compliance and reporting
• Familiarity with tax law, individual tax preparation, corporate tax expertise, and auditing processes
• Proficiency in accounting software such as QuickBooks,Drake Tax, and Excel-based financial report writing
• Excellent analysis skills with the ability to interpret financial data for strategic decision-making
• Effective client communication skills to explain complex tax issues clearly and professionally

Embark on a rewarding career path where your expertise fuels client success! We value energetic professionals eager to grow their knowledge of tax preparation, asset management, payroll processing, budgeting, and Tax planning. Join us to make an impact through innovative solutions in the ever-evolving world of taxation.

Benefits

• Continuing education credits
• Flexible schedule

Experience

• Tax Preparation: 2 years (Preferred)

License/Certification

• PTIN (Preferred)

Work Location

In person

Company Description

We are a professional Tax Preparation and Accounting Service. We offer tax filing including e-file for individuals, trusts, estates, non-profits, partnerships, & corporations 12 months per year. Small business services and consulting specialists.