Illustration of a man sitting at a desk with a computer

You might hire a tax associate to:

  • Ensure compliance with all national and local laws by accurately determining the tax amounts due and preparing and filing annual returns

  • Keep tax liability at a minimum by leveraging deductions and exemptions and applying high-level knowledge of tax laws

  • Educate 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
 Associate’s degree (or equivalent) in accounting, finance, or related field
In-depth knowledge of applicable tax codes, laws, and regulations
 One or more years of experience in tax preparation, finance, or accounting
Excellent verbal and written communication skills
 Experience in tracking and analyzing data using accounting software such as Microsoft Excel or Intuit QuickBooks
Strong attention to detail
 Professional certification (ex: CPA in the United States)
Ability to meet tight deadlines and manage time effectively