Tax Associate

Advysor

Tax Associate

Plano, TX
Full Time
Paid
  • Responsibilities

    Tax Associate

    Our client is a growth-oriented CPA firm in Plano, TX with a fantastic culture! They're seeking a Tax Associate to support the preparation of business and individual tax returns. The ideal candidate is self-motivated, detail-oriented, and able to work independently while meeting clients and statutory deadlines in a fast-paced environment.

    Responsibilities:

    • Assist in preparing business and related individual tax returns
    • Communicate with clients to gather required information, respond to questions, and ensure all internal and external deadlines are met
    • Interact with peers, clients, and federal/state agencies regarding compliance matters and ongoing projects
    • Apply and expand your tax knowledge while developing within the firm to become a key contributor to our processes and long-term success

    Minimum Qualifications:

    • Bachelor's degree in accounting or finance
    • CPA license or active CPA candidate with 3+ years of federal tax preparation experience in a public accounting firm
    • Experience with CCH ProSystem FX/ Axcess Tax, Engagement, and Fixed Assets preferred
    • Strong written and verbal communication skills; able to communicate effectively with clients, colleagues, and internal teams
    • Fast learner who works efficiently, asks questions proactively, and takes initiative
    • Strong organizational skills with the ability to manage multiple assignments and follow-up requirements simultaneously

    We are an equal opportunity employer and are committed to maintaining a harassment-free workplace for all applicants and employees, regardless of race, color, religion, national origin, gender, age, disability, sexual orientation, veteran status, or any other protected category.

    Benefits:

    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Vision insurance

    Work Location: Hybrid remote in Plano, TX 75024