Tax Associate - Entry Level

At SAX Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!

We are seeking a motivated entry‑level Tax Associate to join our Tax team. The ideal candidate should be within commuting distance of either our New York City or Parsippany, NJ offices. This role follows a hybrid work schedule with three days in the office and two days remote.

The Essential Duties and Responsibilities:

• Prepare projections, provisions and returns with accuracy and according to firm policies
• Prepare tax returns, organize work papers, maintain open item list and conduct self-review of work before submission to reviewer
• Ability to organize facts, analyze, interpret information and perform basic research
• Identify and develop alternatives for issues and consult with in-charge and/or partner
• Master firm’s tax software, research technology tools and related products to accomplish work efficiently
• Proactively manages workload and client assignments

Qualifications:

Must be motivated, have the ability to multi-task and be organized. Maintain a positive attitude; be cooperative and flexible about the type of work assigned and in assisting other team members with assignments. Have excellent verbal and written communication skills.

• At least 1 year of work experience in accounting
• B.A./B.S. degree in Accounting; Master’s in Taxation is a plus
• EA or CPA exam in progress
• Basic experience in tax preparation of individual returns and flow through entity returns
• Basic understanding of tax law
• Familiarity with tax software

Comprehensive Benefits Package includes:

• Top Tier Health, Dental, & Vision Plans
• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
• Medical and Dependent Care
• Life and Voluntary Life Insurance
• Short and Long -Term Disability Insurance
• 401k plan with matching contribution
• Defined Contribution Plan (profit sharing)
• Customized Work Arrangements
• Floating Holidays and Volunteer PTO
• Unlimited PTO for Managers and Above
• Referral Bonus Program
• Tuition Reimbursement for Advanced Degree
• Healthy Living Reimbursement Program
• Health & Wellness App Subscription
• CPA & EA reimbursement for study materials and exam
• AICPA and CPA State Society membership reimbursement for Managers and above
• OnDemand access to industry leading CPE courses
• Summer Fridays at 1pm

SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.