Illustration of a man sitting at a desk with a computer


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


A man sits in an office chair, holding one hand up to his face as he considers the content to his left. There is a clock on the wall.
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
A computer on a desk, from the point of view of someone facing it head-on. The screen has several windows open. A cup and saucer sit on the desk to the right.
A woman seated at a desk faces her computer as she participates in a virtual job interview with a gray-haired man in a suit.
An illustration of a computer screen showing a Career Page on LinkedIn. Four circles float around the screen, containing the faces of four diverse people who have shared their content.
Three circles, each containing an illustration of a person. Circle on the left contains a woman. Circle on the right contains a man. Circle in the center contains a woman, marked with a green checkmark.
A woman sitting at a desk, looking at her computer screen. A printout of graphs and charts hangs on the wall to the left of the screen.