Tax Associate

Job Description

Tax Associate | AbitOs Accountants + Advisors

The Tone:
This is a full-time role at AbitOs Accountants + Advisors, located in Boca Raton, Florida. AbitOs is a long-established firm, founded in 1998, providing comprehensive tax and advisory services to individuals and businesses, and is part of the Current accounting platform. This Tax Associate position is critical for supporting the preparation of complex tax filings, allowing the firm to maintain its commitment to personalized client service and foster strong, lasting relationships.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person Boca Raton, FL
• Team: Collaborates with Managers, Partners, and other team members.
• Mission: This role supports the timely and accurate preparation of diverse tax filings, helping clients navigate complex domestic and international tax landscapes.
• Tech Stack: UltraTax CS, CCH ProSystem, QuickBooks, Practice CS

What You’ll Actually Do
• Tax Filings: Prepare federal, state, and international tax returns for individuals, corporations, and partnerships, including forms such as 1040, 1120, 1065, 5471, 5472, and FBAR.
• Financial Analysis: Review client financial information, then prepare journal entries, account reconciliations, and supporting workpapers for tax engagements.
• Research & Compliance: Assist with tax research, compliance activities, and various client-related projects to ensure accurate and timely deliverables.
• Client Communication: Communicate directly with clients to efficiently gather necessary information, resolve any questions, and support the completion of engagements.
• Team Collaboration: Collaborate with Managers, Partners, and other team members to foster strong internal and external client relationships.

The Must-Haves
• Background: Bachelor’s degree in Accounting. Candidates must possess a foundational understanding of core accounting principles, including accrual and cash-basis accounting, journal entries, and account reconciliations.
• Experience: No specific years of experience are explicitly required for this role, though a foundational grasp of accounting principles is essential.
• Skills: Strong analytical and organizational skills; meticulous attention to detail; advanced proficiency in Microsoft Excel; strong written and verbal communication abilities; and the capacity to work effectively within a team environment.
• Bonus: A Master’s degree in Accounting is preferred. Prior public accounting or tax experience is a plus, as is experience preparing individual, corporate, partnership, or international tax returns. Familiarity with UltraTax CS, CCH ProSystem, QuickBooks, or Practice CS, and exposure to international tax reporting forms (5471, 5472, FBAR) are also advantageous.