Associate Taxation

An associate tax position is a stepping stone role in the field of taxation. Here’s a breakdown of the typical responsibilities and qualifications:

Responsibilities

• Prepare tax returns for individuals, businesses, or both, ensuring accuracy and compliance with federal, state and local regulations
• Research tax laws and stay up-to-date on changes
• Analyze financial records to determine tax liabilities
• Communicate with clients to gather tax information and answer their questions
• Maintain accurate client records
• May assist with tax audits

Qualifications

• Bachelor’s degree in accounting, finance, or taxation (sometimes an Associate’s degree is sufficient)
• Strong understanding of tax principles
• Excellent attention to detail and accuracy
• Proficiency in tax software programs
• Effective communication and interpersonal skills

Additional Skills (depending on the company)

• Experience with specific tax software.
• Knowledge of a particular industry’s tax regulations .

Tax associates typically work under the supervision of a senior tax professional. This is a great role for those who are interested in a career in taxation and want to gain experience in the field.