Tax Associate
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Job Description
Tax Associate preparing individual, partnership, and corporate tax returns at Duncan Financial Group. Ensuring compliance with regulations while providing exceptional client service.
Responsibilities:
- Prepare accurate and timely tax returns for individuals, partnerships, corporations, and nonprofit organizations
- Deliver exceptional service to clients to promote satisfaction and retention
- Apply technical knowledge to complex tax and accounting matters, ensuring compliance and optimal tax outcomes
- Process daily transactions to general ledger accounts and prepare journal entries
- Reconcile commission revenue and assist with month-end closings
- Assist in the preparation of internal financial statements for multiple business entities
- Process vendor payments and ensure accurate accounts payable entries
- Record receipts and maintain accounts receivable accuracy
- Monitor cash balances across multiple entities and escalate issues as needed
- Assist in the coordination of various finance-related duties and special projects
- Support cross-functional activities as assigned to improve process efficiencies
- Perform other duties as assigned.
Requirements:
- Bachelor’s degree in Accounting, Finance, or Business Administration required
- Current Certified Public Accountant (CPA) or IRS Enrolled Agent (EA) designation required
- Minimum of 3 years of experience preparing individual and business tax returns; prior experience with accounts payable, accounts receivable, or commission accounting is preferred
- Strong knowledge of accounting principles and federal tax regulations, including preparation of Forms 1040, 1065, 1120, and 990
- Proficiency in Microsoft Office Suite, with a strong emphasis on Excel
- Experience with accounting and tax software, including LaCerte, TaxDome, and QuickBooks
- Excellent written and verbal communication skills, with the ability to collaborate effectively across departments and with clients
- Strong analytical, organizational, and problem-solving skills with exceptional attention to detail
- Demonstrated ability to prioritize multiple responsibilities, work independently, and consistently meet deadlines in a fast-paced environment.
Benefits:
- Competitive Compensation
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
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