You might hire a tax associate to:
- Ensure compliance with all state and federal tax laws by accurately determining the amount due and preparing and filing annual tax returns
Keep tax liability at a minimum by leveraging deductions, exemptions, and high-level knowledge of tax laws
Educate fellow team members and clients on forthcoming policy changes, technical financial concepts, and best practices
- Maintain comprehensive tax records and financial data for institutional use and audits
- Meet strict deadlines to avoid late fees and penalties
Required Skills and qualifications | Preferred skills and qualifications |
Exemplary accounting and bookkeeping skills | Degree in accounting, finance, or related field |
In-depth knowledge of state and federal tax codes, laws, and regulations | 1-3 years’ experience in tax preparation, finance, or accounting |
Excellent verbal and written communication skills | Experience tracking and analyzing data using accounting software, such as Microsoft Excel or Intuit QuickBooks |
Strong attention to detail | Relevant industry certifications (e.g. CPA for work in the U.S.) |
Ability to meet tight deadlines and manage time effectively |