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Benefits offered by this job
Health/Dental/Vision Insurance
Paid Time Off
401K
Voluntary Life Insurance
Flexible Spending Account
Job summary
A Michigan-based financial company is seeking a Tax Associate to initiate a career in tax. This role integrates with CPAs and financial advisors, allowing for extensive learning opportunities in tax analysis and projections. Candidates will help clients minimize taxes proactively while managing multiple priorities. Basic knowledge of accounting is preferred, along with strong communication skills and a self-motivated attitude. Benefits include health insurance, paid time off, and a 401K.
Qualifications
Ability to obtain Enrolled Agent designation.
Ability to obtain an active Preparer Tax Identification Number (PTIN).
Responsibilities
Analyze tax liability.
Prepare tax projections.
Meet assigned goals.
Attend meetings and trainings.
Work with the Tax Team to assist in servicing clients.
Comply with all industry rules and regulations.
Perform other tasks as assigned.
Skills
Ability to effectively manage competing priorities
Strong sense of professional and personal accountability
Basic computer skills and experience with Microsoft Office applications
Strong written and verbal communication skills
Strong work ethic
Highly motivated and a self-starter
Strong leadership qualities and an entrepreneurial spirit
Education
Bachelor’s Degree in Accounting, Finance, or related field preferred
Job description
A Michigan-based financial company is seeking a Tax Associate to initiate a career in tax. This role integrates with CPAs and financial advisors, allowing for extensive learning opportunities in tax analysis and projections. Candidates will help clients minimize taxes proactively while managing multiple priorities. Basic knowledge of accounting is preferred, along with strong communication skills and a self-motivated attitude. Benefits include health insurance, paid time off, and a 401K.