Tax Associate

 

Hantz Tax & Business               

Job title

Tax Associate 

Reports to

District Manager

 

 Position Summary                                                                                                                                                      

 Work as part of the tax team to complete tax projections and prepare returns for clients.

 Duties and responsibilities                                                                                                                                    

• Analyze Tax Liability
• Prepare Tax Projections
• Meet assigned goals 
• Attend meetings and trainings 
• Work with the Tax Team to assist in servicing clients
• Comply with all industry rules and regulations
• All other tasks assigned

 Knowledge, Skills, and Abilities                                                                                                                         

• Ability to effectively manage competing priorities
• Strong sense of professional and personal accountability
• Basic computer skills and experience with Microsoft Office applications
• Strong written and verbal communication skills
• Strong work ethic
• Highly motivated and a self-starter
• Strong leadership qualities and an entrepreneurial spirit 

 Education and Experience                                                                                                                                     

• Bachelor’s Degree in Accounting, Finance, or related field preferred 
• Ability to obtain Enrolled Agent designation
• Ability to obtain active Preparer Tax Identification Number (PTIN)

Supervisory Responsibilities                                                                                                                                 

 There are no supervisory responsibilities for this position.

 Physical Demands                                                                                                                                                        

 The physical demands listed are representative of the minimum requirements to be met in order to successfully perform the essential functions of this job.

 While performing the duties of the position, the employee will regularly be required to speak and listen. Frequently the employee will be required to stand, walk, and sit for varying durations.  

 Work Environment                                                                                                                                                     

 The working environment is similar to a professional open office setting.

 The role requires the employee to use equipment such as photocopiers, computers, phones, fax machines, filing cabinets, and other office equipment as needed.

 Expected Hours                                                                                                                                                             

 The Tax Associate schedule will vary, but generally will include shifts working before, during, and after the regular hours of operation. Regular hours of operation are Monday-Friday 8am-6pm.

 

 Travel                                                                                                                                                                                   

 Travel to additional offices may be required.

 Work Authorizations / Security Clearances                                                                                               

 This position requires the employee to satisfactorily complete a background check.

 Additional Information                                                                                                                                            

The requirements listed are representative of the knowledge, skills, and abilities that are required. Reasonable accommodations may be made to enable individuals with known disabilities to perform the essential functions of the position.

This description is not intended to contain a comprehensive overview of the activities, duties, or responsibilities that are required of the employee for the position. The activities, duties, and responsibilities are subject to change at any time with or without notice.

 This job description is not intended to be an employment contract. All employment is at-will.

 Full-Time Position

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