What are the responsibilities and job description for the Tax Associate position at SBF Advisors?
- Learn to efficiently navigate firm software
- Practice
- UltraTax
- CCH
- ACS
- QBO
- Demonstrates ability to complete various tax and accounting projects, including:
- 1040
- 1120S
- 1065
- 990
- 1099
- Annual business accounting (write-up)
- Tangible personal property returns
- Demonstrates logical thinking when recording tax information
- Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return
- Demonstrates an understanding of basic state taxation issues
- Accurately prepares quarterly and annual estimated tax liability calculations
- Proactively takes part in tax planning for clients
- For business returns, demonstrates the ability to follow procedures and identify opportunities of improvement.
- General understanding of client accounting service projects as needed
- Learn and exhibit professional communication skills
- With team internally regarding status of projects, asking good questions, participating in meetings
- With clients as appropriate and as directed by client relationship managers
- Contributes to team effort by volunteering to help when possible
- Builds upon job knowledge by participating in department wide trainings as well as independent learning such as reading professional publications and regulations
- Understands importance of deadlines by demonstrating time management skills and learning to prioritize engagements.
- Strong work ethic
- Team player
