Job Summary:
Tax Associates are responsible for utilizing their educational background as well as communication and organizational skills by assisting with the preparation of tax returns and research. In this role, the Tax Associate will be charged with utilizing basic research skills and working with tax software applications to prepare tax returns for review.
Job Duties:
- Tax Compliance
- Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies and standards.
- Applies understanding of client’s unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client’s tax and reporting burden’s as low as possible;
- Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return;
- Documents all significant tax positions
- Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies and standards.
- Tax Consulting
- Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
- Applies knowledge of home state corporate, partnership and individual tax structure and filing requirements in completing assigned work;
- Effectively drafts clear and concise general memorandums and correspondence;
- Identifies potential relevant tax issues or opportunities as part of the tax compliance process.
- Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
- Client Accounting and bookkeeping as required
- Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
- Enrolled in an accredited bachelor’s degree program in Accounting, Finance, Economics or Statistics required
- Bachelor’s degree in Accounting, Finance, Economics, or Statistics, preferred.
Experience:
- Leadership experience preferred
- Previous tax preparation experience a plus
License/Certifications:
- Eligible to sit for the CPA exams; progress towards admission to practice in a U.S. jurisdiction; progress towards Internal Revenue Service Enrolled Agent (“EA”) (or progress towards the equivalent of one of these designations) upon starting employment preferred
Software:
- Proficient with the Microsoft Office Suite preferred
- QuickBooks Online, required to pass Advanced QuickBooks Online certification
- NetSuite, a plus, training will be provided
- CCH Axcess, a plus, training will be provided
Other Preferred Knowledge, Skills & Abilities:
- Strong written and verbal communication skills
- Ability to follow instructions as directed
- Ability to work effectively in a team setting
- Takes appropriate actions without being asked
- Seeks advice of appropriate superiors regarding issues related to compliance
- Ability to prepare simple tax returns
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
About Us
Join us at Messari Group, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We believe that small businesses and individuals deserve the same access to accounting and business advisory as Fortune 500 CEO’s. We do this by forming relationships with our clients and working with them to solve their accounting needs. We are client centric and focused on making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference for the client.
At Messari Group, our purpose of helping people thrive is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. Messari Group professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S.
Equal Opportunity Employer
Colorado Range: $56,000 – $68,000