Tax Associate

ClearPoint CPAs; Tennessee; On-site; USD 55,000 - 75,000; Full time

Job summary

ClearPoint CPAs in Tennessee is seeking a Tax Associate to work with clients across industries, handling tax planning, and leading the preparation and review of various tax returns. You will collaborate with managers and partners, supervise junior staff, and grow technical expertise while ensuring tax compliance.

The role emphasizes staying current with federal and multi-state tax regulations, excellent client communication, and professional development within a collaborative team.

Qualifications

• CPA license or eligible to sit for CPA exam.
• Bachelor’s or Master’s degree in Accounting or Taxation.
• 1-3 years of recent public accounting tax experience.
• Strong understanding of federal and multi-state tax regulations.
• Excellent organizational and communication skills.
• Proficiency with tax software such as UltraTax, Lacerte, or CCH Axcess a plus.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.
• Conduct tax research and provide technical support on complex tax issues.
• Assist in year-round tax planning for clients.
• Maintain strong relationships with clients and support effective communication.
• Stay updated on current tax laws and regulatory changes.
• Maintain strong relationships with clients and support effective communication.

Skills

Tax preparation

Tax planning

Tax research

Client communication

CPA eligible

Education

Bachelor's/Master in Accounting or Taxation

Tools

UltraTax

Lacerte

CCH Axcess

Job description

Description

At ClearPoint CPA’s, our mission is to provide clear, insightful, and premier accounting and consulting that empowers businesses and individuals to move forward with confidence. We are committed to building lasting relationships through personalized service, industry expertise, and a steadfast dedication to clarity, integrity, and results.

We’re building a team that values true collaboration, prioritizes continuous professional development, celebrates both individual and collective successes, and communicates with openness and respect. If you’re looking for a workplace where your ideas matter, your growth is supported, and your contributions have real impact, you’ll feel right at home here. Join us and be part of a team committed to helping each other thrive.

As a Tax Associate, you will work directly with clients across industries, assist in tax planning, and lead the preparation and review of various tax returns. You’ll collaborate with managers and partners, supervise junior staff, and grow your technical expertise while helping our clients meet their tax compliance and planning needs.

Daily Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts
• Conduct tax research and provide technical support on complex tax issues
• Assist in year-round tax planning for clients
• Maintain strong relationships with clients and support effective communication
• Stay updated on current tax laws and regulatory changes
• Maintain strong relationships with clients and support effective communication
• Stay updated on current tax laws and regulatory changes

Requirements

• CPA license or eligible to sit for the CPA exam
• Bachelor’s or Master’s degree in Accounting or Taxation
• 1-3 years of recent public accounting tax experience
• Strong understanding of federal and multi-state tax regulations
• Excellent organizational and communication skills
• Proficiency with tax software such as UltraTax, Lacerte, or CCH Axcess a plus.