Tax Associate/Sr. Associate

Lucida Tax and Accounting Solutions; Goerke's Corners (WI); On-site; USD 70,000 - 112,000; Full time

Job summary

Lucida Tax and Accounting Solutions is looking for a Tax Associate to join a team of over 90 professionals serving diverse clients across Wisconsin. You will prepare and review federal and state business and individual tax returns and contribute to planning projects.

We value accuracy, teamwork, and a proactive approach. Requires a Bachelor’s in accounting, 2–3 tax seasons’ experience, and familiarity with Thomson Reuters software; location in Wisconsin preferred.

Qualifications

• Bachelor’s degree in accounting is required.
• 2–3 full busy seasons working in tax returns.
• Experience with Thomson Reuters suite preferred.

Responsibilities

• Prepare and review business and individual tax returns.
• Assist with tax planning and projections requested by clients.
• Stay updated on changes in tax law by reading professional literature or attending tax seminars and training courses.
• Consult with clients to develop an understanding of their financial affairs and tax liabilities.
• Answer calls and emails from clients in a timely manner.
• Perform other related duties as assigned.

Skills

Positive attitude

Team player

Attention to detail

Organized

Willingness to learn

Education

Bachelor’s degree in accounting

2–3 busy seasons experience in tax profession

Tools

Microsoft Teams

Excel

Word

Outlook

Thomson Reuters Suite

Job description

• Location 20633 Watertown Ct.,Brookfield, WI, 53186,United States
• Base Pay $70,000.00 - $112,000.00 / Year
• Employee Type Full-Time Exempt

Contact information

• Name Samantha Loehe
• Email [e-mail]

Description

At Lucida, we're more than just a full-service accounting firm; we're a community of over 90 professionals across four locations, dedicated to providing exceptional service. As a proud member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts, we specialize in supporting closely held companies in diverse sectors including real estate, construction, manufacturing, professional services and more.

Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.

Tax associates will assist in the preparation and filing of federal and state(s) business, individual, and other related tax forms. There will be opportunities for tax planning and research projects throughout the year.

Duties/Responsibilities:

• Prepare and review business and individual tax returns.
• Assist with tax planning and projections requested by clients.
• Maintain an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.
• Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
• Answer calls and emails from clients in a timely manner.
• Perform other related duties as assigned.

Required Skills/Abilities:

• Positive attitude and willingness to learn.
• General proficiency with Microsoft Teams, Excel, Word, and Outlook.
• Ability to learn from previous experiences and apply knowledge to future assignments.
• Quality communication between other staff and clients
• Ability to manage and develop new staff members.
• Attention to detail and organized.
• Be a team player.

Education and Experience:

• Bachelor’s degree required - accounting
• At least 2-3 full busy seasons worked in the tax profession – preparing individual and business tax returns.
• Experience with Thomson Reuters suite preferred