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Tax Associate Professional

2 months ago

Dallas, Texas, United States Regal Executive Search Full time
Position Overview

The Tax Associate is responsible for assisting in the preparation and review of tax returns for individual clients. This role requires a keen attention to detail and a solid understanding of tax regulations.

Qualifications
  • Bachelor's degree in Accounting, Finance, or a related discipline.
  • CPA certification is preferred but not mandatory.
  • 1-3 years of experience in tax preparation, specifically with 1040 forms.
  • Strong organizational skills and excellent written and verbal communication abilities.
  • Ability to work effectively in a dynamic, team-focused environment.
  • Capability to foster positive relationships with clients and colleagues.
Key Responsibilities
  • Demonstrate meticulous attention to detail during the tax preparation process.
  • Communicate effectively with team members and supervisors, both verbally and in writing.
  • Organize and prepare tax returns for individual clients.
  • Analyze complex tax issues and apply them to client situations.
  • Deliver high-quality work products in a timely manner.
  • Engage in tax planning and research for intricate tax matters.

We provide a competitive salary and a comprehensive benefits package, including various work/life balance initiatives aimed at supporting our employees in managing their professional and personal interests.

Our commitment is to cultivate a positive workplace culture where every employee is encouraged to contribute to our processes, decision-making, planning, and overall company ethos.