Experienced Tax Associate at Updeal Resources

Job Summary

As a Tax Associate, you will play a pivotal role in managing tax-related responsibilities for our esteemed clients. You will be responsible for preparing and filing tax returns, ensuring strict compliance with tax laws, identifying opportunities for tax optimization, and supporting clients during audits. Your role also involves conducting thorough tax research, assisting in tax planning, and maintaining accurate financial records.

Key Requirements

Success in this position requires strong analytical skills, meticulous attention to detail, and proficiency in tax software.

Responsibilities

• Accurately prepare and file tax returns for individuals, businesses, and organizations while adhering to applicable regulations
• Ensure clients' adherence to local, state, and federal tax laws, avoiding penalties and maintaining compliance standards
• Conduct detailed research on tax-related issues, enabling tailored advice and solutions for client challenges
• Assist in developing tax strategies to minimize liabilities and optimize financial results for clients
• Provide clients with comprehensive assistance during tax audits and disputes, including documentation preparation and interaction with tax authorities
• Maintain detailed and organized financial records to support tax filings and audits
• Clearly explain tax strategies, obligations, and potential financial opportunities to clients, fostering strong relationships
• Work collaboratively with senior associates, managers, and other teams to address complex tax scenarios and ensure seamless service delivery

Requirements

• Bachelor's Degree in a relevant field
• ICAN Certification
• Ability to work with minimal supervision
• Strong analytical skills and meticulous attention to detail
• Proficiency in tax software