Associate, Tax

The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client’s goals, offering reliable support through change, growth, and opportunity.'

What you will do:

• Provide tax compliance and advisory services to individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
• Deliver exceptional client service that exceeds expectations through timely, unmatched support while cultivating strong relationships as a trusted advisor and partner in their success
• Collaborate proactively with key client management to identify issues and recommend practical solutions.
• Take ownership of assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes
• Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation.
• Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge.

Minimum Qualifications:

• Bachelor's Degree in Accounting, Taxation or related field
• Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy.
• Proficiency in Microsoft Office
• Suite Ability to work a hybrid schedule, typically averaging three days per week in the assigned office
• Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.

Preferred Qualifications:

• Master’s Degree in related field
• 1+ years of relevant tax experience
• Current and valid CPA (Certified Public Accountant) license