Tax Associate

3 days ago


Toluca Terrace CA USA, United States Miller Kaplan Full time
Job Summary

The Tax Associate is responsible for preparing tax returns for individuals, partnerships, and institutions, ensuring compliance with federal, state, and local tax regulations. This role involves advising clients on taxation issues and providing workable solutions within legal bounds.

Key Responsibilities:
  • Verify data input and totals on tax forms prepared by others to detect errors in arithmetic, data entry, or procedures.
  • Compute taxes owed, following tax form instructions and tax tables for federal, state, and/or international income tax compliance and planning.
  • Consult and research tax law handbooks to determine procedure for preparation of atypical returns.
  • Prepare income tax return forms for individuals and businesses, including Partnerships, C-Corp, S-Corp, LLP, LLC, Estates, and Trusts.
  • Review financial records, such as prior tax return forms, income statements, and expenditures to determine forms needed to prepare return.
  • Perform other related duties and projects as assigned.
Requirements:
  • Bachelor's degree in Accounting with at least two classes in taxation, or equivalent course work with a bachelor's degree in another subject.
Preferred Qualifications:
  • Master's degree in Taxation.
  • One to two years of tax preparation experience of individual, pass-through entity, and corporate returns.
  • Experience with UltraTax, Go Systems, or other tax preparation software.
Skills and Abilities:
  • Emotional intelligence and empathy in dealing with colleagues and clients.
  • Excellent email, voice message, virtual teams, and IM etiquette.
  • Excellent organizational and time management skills.
  • Excellent written and verbal communication skills.
  • Humility in receiving instruction and correction.
  • Passion for learning.
  • Paperless office experience preferred.
  • Proficient with Microsoft Office Suite or similar software.
Benefits:
  • Competitive Salary: $60,000 - $70,000 per year.
  • Generous Paid Time Off: 20 days and 2 extra days annually for managers.
  • Comprehensive Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision.
  • Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card.
  • Employee Assistance Program: Confidential support for personal or work-related challenges.

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