Tax Associate

Description

Summary:

The Tax and Accounting Services department at JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff.

Essential Functions:

To perform the role of an Associate successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prepare federal and state tax filings (partnerships, S-Corp, trusts, individuals, etc.)
• Post entries to general ledger
• Tax research and memorandums
• Perform services relating to financial statement compilation
• Document and ensure proper keeping of financial records and workpapers
• Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements
• Participate in firm and departmental initiatives (e.g., recruiting efforts, client development/service line expansion, etc.)
• Assist with administrative functions as needed
• Supervised client interaction and responsibility
• Regular and timely attendance

Requirements

Required Competencies:

• Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers
• Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, code and regulations, etc)
• Technical Skills - Thorough understanding of business and individual tax return concepts (payroll, depreciation, accrual to cash, etc), thorough understanding of financial statement concepts (adjusting journal entries, bank recs, retained earnings, etc)
• Communication Skills - Communicates clearly with clients and JTaylor personnel
• Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer
• Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships
• Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
• Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate
• Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities:

This position has no supervisory responsibilities.

Required Qualifications:

• Bachelor’s in Accounting
• GPA of 3.0 or higher
• 0 – 2 years of work experience
• Written plan of completion of CPA if candidate is not already eligible
• Knowledge of accounting and tax theory
• Current and valid driver’s license
• Ability to establish priorities and perform work in a timely manner
• Effective oral and written communication skills
• Proficient in Microsoft Office products (Word, Excel, Outlook)

Preferred Qualifications:

• CPA or CPA eligible
• Advanced level tax and accounting courses

Work Environment:

• This job operates in an office setting with the potential for remote work in accordance with the company’s telecommuting policy. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Requirements:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type:

• This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:00 a.m. to 4:00 p.m. Additional hours and weekend hours will be required during peak busy seasons.

Travel:

• Travel may be required on occasion. Same-day travel for work at client’s offices, meetings, and seminars which requires use of a personal vehicle. Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars.

Other Duties:

• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.