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Sample tax associate job description

[Organization X] is looking for a knowledgeable and detail-oriented tax associate to join the accounting team. As our newest team member, the tax associate will be responsible for preparing tax returns and ensuring compliance with local and national regulations at every step of the filing process. This person will also maintain thorough tax records for the organization, compiling reports on expenditures, payroll, and revenue. In addition to serving an important role within the accounting department, the tax associate will work across teams to communicate tax strategy to key employees throughout the organization.

Objectives of this role

  • Ensure compliance with all local and national laws by accurately determining the tax amounts due and preparing and filing annual returns
  • Keep tax liability at a minimum by leveraging deductions, exemptions, and 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


  • Track yearly and quarterly revenue and expenses for accurate preparation of tax returns
  • Create additional documentation when necessary, including tax forecasting reports for internal review
  • Collaborate with team members in communicating tax strategies to coworkers in other departments
  • Maintain accurate database of tax records, and manage electronic bookkeeping software
  • Remain up to date on industry developments

Required skills and qualifications

  • Exemplary accounting and bookkeeping skills
  • In-depth knowledge of applicable tax codes, laws, and regulations
  • Excellent verbal and written communication skills
  • Strong attention to detail
  • Ability to meet tight deadlines and manage time effectively

Preferred skills and qualifications

  • Associate’s degree (or equivalent) in accounting, finance, or related field
  • One or more years of experience in tax preparation, finance, or accounting
  • Experience in tracking and analyzing data using accounting software such as Microsoft Excel or Intuit QuickBooks
  • Professional certification (ex: CPA in the United States)