Tax Associate

Tax Associate

Job Description

Position Summary

We’re looking for a highly motivated Tax Associate to join our Texas tax team. In this role, you’ll assist with tax return preparation, compliance, and planning for a variety of clients, including corporations, partnerships, and high-net-worth individuals. You’ll gain hands-on experience with Texas tax law and multistate tax issues while working alongside experienced CPAs and mentors.

Key Responsibilities

• Prepare federal and Texas state tax returns for individuals, corporations, partnerships, and trusts
• Assist in the preparation of tax extensions, estimated payments, and tax projections
• Conduct basic tax research on Texas and multistate issues using tools like CCH or BNA
• Support clients during IRS and Texas Franchise Tax Board (FTB) audits or correspondence
• Maintain organized and accurate client documentation and workpapers
• Stay up to date on federal and Texas tax law changes
• Collaborate with team members in a fast-paced, deadline-driven environment
• Utilize tax preparation software (e.g., Lacerte) to process returns

Qualifications

Required:

• Bachelor’s degree in Accounting, Finance, or related field
• CPA-eligible or actively pursuing CPA licensure in Texas
• Understanding of federal and Texas state tax regulations
• Strong attention to detail and time management skills
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office Suite (especially Excel)

Preferred:

• Internship or 1+ year of experience in public accounting or tax preparation
• Familiarity with Texas tax issues (FTB, CDTFA, or multistate filings)
• Experience with tax software such as Lacerte