Tax Planning Associate/Advisor
Our client is an organization in the Waukesha County area that’s looking for a Tax Associate. Our client is looking for someone with 2+ years of experience, who is highly organized, and has excellent attention to detail. This company offers flexibility, a tenured team, and a collaborative culture. This position is hybrid.
The salary for this position is up to $70K – $120K.
The Tax Associate will be responsible for, but not limited to, the following:
RESPONSIBILITIES
- Analyze and prepare federal and state income tax returns for designated clients.
- Assist with tracking and generating responses and notices regarding federal, state, and local tax issues.
- Researching various tax issues and taking a lead role on assigned projects.
- Plan efficient tax strategies for defined clients serving as a primary tax resource.
- Work collaboratively with the team and proactively seek guidance, clarification, and feedback.
- Ensure clients comply with IRS regulations and meet their state and federal tax obligations.
- Provide operational and administrative support to the Tax team.
The Tax Associate will possess the following:
EXPERIENCE REQUIRED
- Bachelor’s degree with an emphasis in finance, accounting, or math.
- 2+ years of related tax experience.
- Possess the ability to work quickly, multi-task priorities, and meet deadlines with accuracy.
- Work independently yet possesses the flexibility to work with a team.
- Analytical with strong attention to detail.
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.