Tax Associate

KGR TAX & ACCOUNTING LLC; Southwick (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

KGR TAX & ACCOUNTING LLC in Massachusetts is seeking a Tax Associate to support clients with tax planning, compliance, and reporting in a fast-paced, client-focused practice.

You will prepare returns for individuals and entities, assist with planning (estate, mergers & acquisitions), and ensure regulatory accuracy, using QuickBooks, Drake Tax, and Excel. This role offers hands-on growth in tax accounting and financial analysis within an in-person work environment.

Qualifications

• Experience in accounting or finance with focus on tax compliance and reporting.
• Familiarity with tax law, individual tax preparation, corporate tax, and auditing.
• Proficient in QuickBooks, Drake Tax, and Excel-based reporting.
• Strong analytical skills to interpret financial data for decisions.
• Excellent client communication to explain tax issues clearly.

Responsibilities

• Prepare and review tax returns for individuals, corporations, and partnerships.
• Assist in tax planning strategies including estates, M&A, and investments.
• Ensure compliance with federal, state, and local tax regulations.
• Analyze financial statements and ledgers to support tax reporting.
• Reconcile accounts and maintain records using accounting software.
• Explain complex tax concepts clearly to clients.

Skills

Analytical thinking

Client communication

Detail-oriented

Regulatory compliance knowledge

Team collaboration

Tools

QuickBooks

Drake Tax

Excel

Job description

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.