Tax Associate

Role Overview

A growing CPA firm is seeking a detail‑oriented Tax Associate to support day‑to‑day tax preparation and administrative tax tasks. This role is ideal for someone with hands‑on tax preparation experience who is comfortable working in a fast‑paced, small‑firm environment.

Experience with U.S.

-based tax preparation is a strong advantage but not a strict requirement
, provided the candidate has solid tax prep fundamentals and is able to learn U.S. tax processes.

• Prepare individual tax returns (tax preparation experience required).
• Assist with business tax returns under supervision.
• Prepare extensions, estimated payments, and amended returns.
• Organize and review client tax documents for accuracy and completeness.
• Assist with basic state and local tax filings.

• Enter and reconcile tax data in tax preparation software.
• Support CPAs and senior staff with tax‑season workloads.
• Track return statuses, deadlines, and deliverables.
• Assist with tax notices and correspondence under guidance.
• Support bookkeeping or cleanup work as needed for tax prep.

• Assist with client onboarding and document collection.
• Maintain well‑organized digital client files and work papers.
• Communicate professionally with clients regarding missing or clarifying information.
• Help standardize and improve internal tax processes.

• Tax preparation experience (required).
• 13+ years’ experience in tax, accounting, or public accounting support.
• Strong attention to detail and ability to follow structured processes.
• Comfortable working with deadlines, especially during busy season.
• Good written English and professional communication skills.

• Experience with U.S.
  
  -based tax preparation (strong plus, not required).
• Exposure to individual and small business tax returns.
• Familiarity with tax preparation software (Drake, Pro Series, Ultra Tax, Lacerte, or similar).
• Accounting, Finance, or Tax qualification or relevant coursework.
• Experience supporting a small CPA firm.

• Accurate and timely preparation of tax returns.
• Minimal revisions required by senior tax staff.
• Well‑organized work papers and documentation.
• Consistent reliability throughout tax season.

• Hands‑on tax preparation work within a CPA firm.
• Opportunity to build U.S. tax experience over time.
• Long‑term role with growth beyond peak tax periods.