Tax Associate

Davis & Associates CPA Firm is seeking a highly motivated and knowledgeable Tax Associate to join our team. As a Tax Associate, you will play a vital role in assisting our clients with their tax planning and compliance needs. With our focus on personalized financial planning solutions, you will have the opportunity to work closely with our clients to help them achieve their financial goals.

At Davis & Associates CPA Firm, we believe that financial planning goes beyond managing investments. Our team of experienced financial advisors is dedicated to helping clients clearly define and prioritize their financial goals, develop comprehensive financial plans, and navigate complex financial decisions with confidence. As a Tax Associate, you will be an integral part of this process, ensuring that our clients' tax aspects are managed effectively and in alignment with their overall financial objectives.

Responsibilities

• Prepare and review individual and business tax returns, ensuring accuracy and adherence to relevant tax laws and regulations
• Conduct thorough tax research and analysis to provide guidance and recommendations to clients, ensuring compliance with tax laws and maximizing tax savings opportunities
• Assist with tax planning and strategy development, collaborating with clients and financial advisors to optimize their tax positions
• Communicate with clients regarding tax-related matters, answering questions, addressing concerns, and providing expert guidance
• Stay up-to-date with changes in tax laws, regulations, and best practices, ensuring compliance and accurately advising clients
• Assist with tax audits and inquiries, gathering and organizing relevant documents and providing support to clients as needed
• Work collaboratively with the tax team and other departments within the firm to ensure seamless service delivery to clients

Requirements

• Bachelor's degree in Accounting or a related field
• Certified Public Accountant (CPA) license or in the process of obtaining it
• Minimum of 2 years of experience in tax preparation and compliance
• Strong knowledge of federal, state, and local tax laws, regulations, and best practices
• Proficiency in tax preparation software (e.g., ProSeries, Lacerte) and Microsoft Office Suite
• Detail-oriented with excellent analytical and problem-solving skills
• Strong communication and interpersonal skills, with the ability to effectively communicate complex tax matters to clients
• Ability to work independently and as part of a team, effectively managing multiple priorities and deadlines

Benefits

• A supportive and inclusive work environment.

• Opportunities for professional growth and development.

• Competitive salary and benefits package.

• The satisfaction of making a difference in the community.