Special Offer

Try Betterteam

Post your jobs to 100+ job boards

Post a Job
  • Reach over 250 million candidates.
  • Get candidates in hours, not days.

Tax Associate Job Description Template

We are looking for a detail-oriented tax associate to consult with clients and provide tax preparation services. The tax associate will report to a senior tax professional. The tax associate's responsibilities include interacting with clients, obtaining and reviewing tax information, preparing tax returns, and performing tax research projects.

To be successful as a tax associate you should be able to ensure your clients comply with IRS regulations and work to minimize their tax liabilities.

Tax Associate Responsibilities:

  • Ensuring clients comply with IRS regulations and meet their state and federal tax obligations.
  • Analyzing and minimizing tax liabilities by implementing tax reduction strategies.
  • Reviewing financial records, income statements, and expenditures.
  • Preparing and filing tax returns and work papers for companies, partnerships, and individuals.
  • Researching tax issues and assisting with tax audits.
  • Consulting with clients, reviewing their tax information, and responding to questions and concerns.
  • Advising clients on employee health care benefits, compensation, and accounting systems.
  • Maintaining accurate and up-to-date client records.

Tax Associate Requirements:

  • Degree in taxation or accounting required.
  • CPA certification may be required.
  • 1+ years of tax preparation experience.
  • Experience using tax preparation software and applications.
  • Good communication skills, both verbal and written.
  • Ability to prioritize and manage time efficiently.
  • Strong analytical and problem-solving skills.
  • Excellent accounting skills.
  • Good customer service skills.

Related Articles:

Tax Accountant Job Description

Learn about the key requirements, duties, responsibilities, and skills that should be in a tax accountant job description.

CPA Job Description

Learn about the key requirements, duties, responsibilities, and skills that should be in a CPA job description.

Accounting Specialist Job Description

Learn about the key requirements, duties, responsibilities, and skills that should be in an accounting specialist job description.

Tax Associate Interview Questions

Top 5 tax associate interview questions with detailed tips for both hiring managers and candidates.

Tax Accountant Interview Questions

Top 5 tax accountant interview questions with detailed tips for both hiring managers and candidates.

CPA Interview Questions

Top 5 CPA interview questions with detailed tips for both hiring managers and candidates.