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財務 > Tax Associate
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Tax Associate

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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.
Tax Associate 做什麼?
The main responsibility of a Tax Associate is to ensure that clients pay the correct amount of taxes owed to government agencies.
職責
A Tax Associate 應該能夠履行各種職責和責任。以下是 Tax Associate 應該能夠執行的一些職責和責任:
  • 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
所需技能
有競爭力的Tax Associate將擁有一定的技能和資格,包括:
  • 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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