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.
O que faz um Tax Associate?
The main responsibility of a Tax Associate is to ensure that clients pay the correct amount of taxes owed to government agencies.
Responsabilidades
Um Tax Associate deve ser capaz de cumprir vários deveres e responsabilidades. A seguir apresentam-se alguns deveres e responsabilidades que um Tax Associate deve ser capaz de desempenhar:
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
Habilidades necessárias
Um Tax Associate competitivo terá determinadas competências e qualificações, incluindo:
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
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