Tax Associate Job Description

What is the job description of a Tax Associate? What are the duties and responsibilities of a Tax Associate? What does a Tax Associate do?

Job description of a Tax Associate

Tax Associates are entry-level tax specialists who prepare tax returns for companies, partnerships, and individuals, and ensure their clients comply with state and federal tax regulations.

This Tax Associate job description example includes the list of most important Tax Associate duties and responsibilities as shown below. It can be modified to fit the specific Tax Associate profile you're trying to fill as a recruiter or job seeker.

Tax Associate Duties and Responsibilities

Tax Associate job description should contain a variety of functions and roles including:

  • Ensuring clients comply with IRS regulations and meet their state and federal tax obligations.
  • Analyzing and minimizing tax liabilities by implementing tax reduction strategies.
  • Consulting with clients, reviewing their tax information, and responding to questions and concerns.
  • Advising clients on employee health care benefits, compensation, and accounting systems.
  • Maintaining accurate and up-to-date client records.
  • Reviewing financial records, income statements, and expenditures.
  • Preparing and filing tax returns and work papers for companies, partnerships, and individuals.
  • Researching tax issues and assisting with tax audits.

Tax Associate Requirements / Skills / Qualifications

Tax Associate job description should include these common skills and qualifications:

  • Bachelors degree in taxation or accounting required.
  • CPA certification may be required.
  • 1+ years of tax preparation experience.
  • Experience using tax preparation software and applications.
  • Strong analytical and problem-solving skills.
  • Excellent accounting skills.
  • Good customer service skills.
  • Good communication skills, both verbal and written.
  • Ability to prioritize and manage time efficiently.

As a hiring manager, recruiting an ideal Tax Associate starts with crafting a good job description. Use this Tax Associate job description template to save yourself time and help you attract the most qualified candidates. Feel free to revise it to meet your specific needs.

Job seekers interviewing for the role of a Tax Associate may also reference it in preparation for the interview.