Tax Associate: Planning, Compliance & Analysis

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

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.