A Tax Associate ensures that the clients of your financial services firm, accounting office or tax preparation service can easily and accurately file their taxes. They handle everything from analyzing financial records and researching uncommon tax issues to completing forms on behalf of clients, allowing your company to provide exceptional service. By remaining familiar with tax rules and regulations, they keep clients in compliance with federal, state and local laws and help prevent underpayment that can result in penalties. In addition, they save clients money by identifying applicable deductions and providing general tax advice.
Hvad gør en -NAVN-?
The main responsibility of a Tax Associate is to ensure that clients pay the correct amount of taxes owed to government agencies.
Ansvar
Et Tax Associate bør være i stand til at udføre forskellige pligter og ansvar. Følgende er nogle pligter og ansvarsområder en Tax Associate bør kunne udføre:
Organizing and analyzing clients’ financial information
Taking advantage of opportunities to minimize tax liability through deductions
Preparing necessary forms for filing taxes
Advising clients about tax liabilities and other tax-related matters
Filing tax returns on paper or electronically on behalf of clients
Keeping abreast of current IRS and state and local tax rules and regulations and ensuring full compliance
Nødvendige færdigheder
En konkurrencedygtig Tax Associate vil have visse færdigheder og kvalifikationer, herunder:
Analytical skills to review financial information
Arithmetic and accounting skills to correctly complete tax forms
Strong written and oral communication skills to explain information to clients
Extensive knowledge of IRS rules and regulations as well as state and local tax laws
Familiarity with tax preparation and accounting software and electronic tax filing systems
Multitasking skills to handle multiple clients’ tax preparations at the same time
Lignende tilbud
Hvis du rekrutterer til stillinger relateret til et Tax Associate, se vores jobbeskrivelser for lignende roller: