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CTS - Tax Associate
1 month ago
Tax Associates
FLSA Classification – Exempt
Salary Grade/Level/Family/Range – Level – Associate
Reports to Supervisor
Job Description
Summary/objective
Tax Associates are given a wide variety of accounting and consulting assignments under the supervision of different professionals. Performance is judged based on the quality of work, original thinking, application of accounting and consulting knowledge, and ability to meet time constraints.
Essential functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Records and analyzes transactions in schedules using computer and software programs. Prepares financial calculations and models. Performs tasks as assigned. Performs other accounting and consulting tax duties as needed in projects and as assigned by supervisory personnel. Documents work performed and summarizes any findings. Prepares written reports and/or sections to be included in a report. Assists in proofing schedules, calculations, work papers, reports, and other documents. Performs other duties as needed in projects and as assigned by supervisory personnel. Attends to client service adding value to clients' businesses is an integral part of the job requirements and begins to learn cross-selling opportunities and refer those opportunities to more qualified professionals. Accepts responsibility for accuracy of data entry, accumulation, and maintenance in all aspects of what we do as an accounting and consulting Firm. Learns through Performance Advisor proper delegation and management of workload and demonstrates ability to properly delegate and manage workload. Assists in marketing the Firm Assists in recruiting entry-level and experienced staff as neededWork environment
Work to be performed in HORNE office setting or remotely
Physical demands
Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 20 pounds at times.Required education and experience
Bachelor's or Master's degree in Accounting Must be CPA eligible and actually working towards obtaining license If already CPA, must be a member in good standing with the AICPA and respective state societies.Preferred education and experience
Proficiency with computer and spreadsheet software programs, or software appropriate to practice area. Encouraged to join a community association related to his/her field after first year of employment with Mentor approval prior to joining. Assumes individual responsibility to learn all new technology introduced by the Firm as appropriate for service/practice areaAffirmative Action/EEO statement
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