Tax Associate: Advisory & Compliance for Growth

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

PTO

Holidays

Job summary

Jobot in Oklahoma City is seeking a full-time Tax Associate to join our professional services team. You will prepare and review federal and state tax returns for individuals, partnerships, S corporations, corporations, and trusts, while analyzing records and ensuring accuracy.

You will work with clients, respond to IRS notices, and support advisory projects within a collaborative firm. The role requires strong tax knowledge, attention to detail, and the ability to manage multiple engagements

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.

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

Tax preparation

Financial analysis

Client communication

Attention to detail

Education

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

Tools

Excel

Word

QuickBooks

Lacerte

UltraTax CS

Job description

Jobot in Oklahoma City is seeking a full-time Tax Associate to join our professional services team. You will prepare and review federal and state tax returns for individuals, partnerships, S corporations, corporations, and trusts, while analyzing records and ensuring accuracy.

You will work with clients, respond to IRS notices, and support advisory projects within a collaborative firm. The role requires strong tax knowledge, attention to detail, and the ability to manage multiple engagements