Tax Associate - Returns, Planning & Client Advisory

Lucida Tax and Accounting Solutions; Mequon (WI); On-site; USD 70,000 - 112,000; Full time

Job summary

Lucida Tax and Accounting Solutions in Mequon, WI, is seeking a Tax Associate to join our team. You will prepare and review federal and state tax returns for individuals and businesses, and support planning projects throughout the year.

As part of a community of 90+ professionals, you will collaborate with staff and clients to understand financial affairs, stay current with tax laws, and deliver accurate filings with a commitment to service excellence.

Qualifications

• Bachelor’s degree in accounting.
• 2-3 full busy seasons inTax preparation.
• Experience with Thomson Reuters suite preferred.

Responsibilities

• Prepare and review business and individual tax returns.
• Assist with tax planning and projections for clients.
• Stay updated on tax law changes through literature or seminars.
• Consult with clients to understand financials and tax liabilities.
• Answer client calls and emails promptly.
• Perform other related duties as assigned.

Skills

Positive attitude

Attention to detail

Team player

Strong communication

Ability to learn from experience

Education

Bachelor's degree in Accounting

Tools

Microsoft Teams

Excel

Word

Outlook

Thomson Reuters suite

Job description

Lucida Tax and Accounting Solutions in Mequon, WI, is seeking a Tax Associate to join our team. You will prepare and review federal and state tax returns for individuals and businesses, and support planning projects throughout the year.

As part of a community of 90+ professionals, you will collaborate with staff and clients to understand financial affairs, stay current with tax laws, and deliver accurate filings with a commitment to service excellence.