Tax Associate

Job Description

Tax Associate | KGR Tax & Accounting

The Tone:
This is a full-time, on-site role at KGR Tax & Accounting, located in Southwick Massachusetts. KGR Tax & Accounting is a professional tax preparation and accounting firm that serves individuals, trusts, estates, nonprofits, partnerships, and corporations throughout the year. This role is vital for ensuring accurate federal and state tax return preparation for individual clients, maintaining compliance with current tax laws, and providing clear communication. The firm values attention to detail and exceptional client service in its daily operations.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Southwick Massachusetts

• Mission: To prepare accurate federal and state tax returns for individuals, ensuring compliance and identifying financial opportunities.
• Tech Stack: Tax preparation software, common office applications (e.g., Excel, Word)

What You’ll Actually Do
• Prepare: You will prepare federal and state tax returns for individuals, ensuring full compliance with current tax laws and regulations.
• Review: You will review comprehensive client documentation and meticulously analyze financial information to support tax preparation processes.
• Identify: You will identify tax-saving opportunities and potential risks for clients by interpreting their financial data.
• Maintain: You will maintain accurate client records, assist with tax planning initiatives, and ensure strict confidentiality.
• Support: You will respond to client inquiries and provide essential support to senior staff through research on complex tax issues.

The Must-Haves
• Background: Early Career professional with relevant education and/or experience in Tax Preparation, Accounting, Finance, or a related field, possessing foundational knowledge of tax and finance principles, including reading financial statements and understanding basic accounting concepts.
• Experience: Strong tax preparation skills, including practical experience preparing returns for individuals, coupled with proficiency in tax preparation software and common office applications such such as Excel and Word.
• Skills:
• Solid understanding of tax compliance and tax law, with the ability to accurately apply regulations in varied client scenarios.
• Exceptional attention to detail, strong analytical thinking, and the ability to interpret complex financial and tax information effectively.
• Effective written and verbal communication skills, crucial for explaining tax concepts clearly to clients and collaborating with colleagues.
• Ability to work on-site, manage multiple deadlines during peak tax seasons, and maintain the highest standards of confidentiality and professional ethics.