Tax Associate 2

Cain Watters & Associates is a firm dedicated to providing tax services. The Tax Associate 2 plays a vital role in the tax department, ensuring timely and accurate preparation of tax returns and providing support for various tax-related client services.

Responsibilities

• Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065)
• Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.)
• Research as needed to respond to client questions and prepare tax returns accurately
• Compare tax returns to tax projections prepared by in-house Financial Planners
• Participate in planning of workflow to ensure completion of assigned returns
• Assist in set up of new client tax returns and workpapers
• Prepare partnership, corporate, individual and personal property tax returns
• Client contact as needed to facilitate completion of tax issues
• Internal contact as needed between various departments to facilitate completion of tax issues
• Documentation of records and workpapers to firm's electronic file cabinet to ensure accurate, organized recordkeeping
• Assist fellow department members in order for the department to complete annual tax season goals
• Daily use of multiple software programs for organization of workpapers, tax returns, and workflow management
• Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment
• Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients

Skills

• Bachelor's degree or higher in Accounting, Tax or related field
• CPA eligible or EA eligible required
• 1+ years' experience in public accounting or its equivalent
• Thorough knowledge of tax laws
• Strong communication, interpersonal and organizational skills
• Ability to use Microsoft Office Suite, including Excel
• Proficient in Adobe Acrobat
• Master's degree in Accounting or related field
• CPA or EA preferred
• Big four or large public accounting firm experience
• CCH Axcess Tax, Engagement & BNA Income Tax Planner

Benefits

• Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
• Dental & Vision Insurance
• Unlimited PTO
• Firm-Paid Holidays, Including an Extended Winter Break
• Safe Harbor 401k Plan
• Generous Employer HSA Contributions
• Employer Paid Professional Dues, Licenses/Renewals
• Continuing Education Resources
• Family Planning Assistance Program and Paid Parental Leave

Company Overview