Symphona · 2 weeks ago
Tax Associate
Symphona is a firm seeking a Tax Associate to prepare various tax returns and support the firm's goals through professional communication. The role involves maintaining records, performing light tax research, and developing personal priority goals.
AccountingConsultingFinanceFinancial Services
Responsibilities
Become familiar with the Firm’s policies, procedures, manuals, forms, and relevant software
Prepare tax returns (business and personal) as assigned by the Supervisor
Prepare working trial balance, adjusting journal entries, tax accruals, and stand-alone tax returns
Maintain property and equipment records and calculate depreciation and amortization
Prepare and reconcile account schedules as requested
Perform light research projects in taxation, including payroll and sales tax
Communicate with clients regarding the information needed or clarify issues as directed by the Supervisor
Stay aware of budgets on engagements and can work with supervisors on keeping within those budgets
Begin to understand critical elements of client care and service
Develop and adhere to personal priority goals
Participate in community involvement
Begin to enhance sales, writing, communication, interpersonal, and other human relations skills
Possess an understanding of the economics of the tax business and its relation to the Firm
Support departmental goals, policies, and guidelines
Actively pursue a CPA certification by sitting for all scheduled exams (if not completed already)
Participate in other administrative activities or other duties as requested by the Partners, Directors, and/or Managers
Qualification
Required
Bachelor's and/or Master's in Accounting
Eligible to sit for the CPA exam