Tax Associate jobs in United States
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Elite Income Advisors · 1 day ago

Tax Associate

Elite Income Advisors is a dynamic financial services firm that values accuracy and professionalism. The Tax Associate will support tax document preparations, planning, and reporting activities for clients, while also assisting with payroll and accounts payable functions.

AdviceFinancial ServicesInsuranceRetirement

Responsibilities

Prepare and review federal, state, and local tax returns for individuals, partnerships, trusts, and other entities
Assist with tax planning strategies to minimize tax liabilities and ensure compliance with applicable laws
Support quarterly and annual tax provision calculations and related disclosures
Assist with responding to tax authority inquiries, audits, and notices
Maintain accurate tax workpapers and documentation
Collaborate with internal teams to gather necessary tax data
Stay current on changes in tax laws, regulations, and accounting standards
Assist with payroll and accounts receivable on a monthly or bi-monthly basis

Qualification

Bachelor’s degree in Accounting3 to 5 years tax experienceU.S. tax regulations knowledgeTax preparation software proficiencyMicrosoft Excel proficiencyCPA eligibilityAnalytical skillsOrganizational skillsProblem-solving skillsWritten communication skillsVerbal communication skillsProject management skills

Required

Bachelor's degree in Accounting, Finance, or a related field
3 to 5 years of tax or accounting experience (public accounting experience a plus)
Working knowledge of U.S. federal and state tax regulations
Proficiency with tax preparation software and Microsoft Excel
Strong analytical, organizational, and problem-solving skills
Excellent written and verbal communication skills
Ability to manage multiple projects and meet deadlines

Preferred

CPA eligibility or progress toward CPA certification
Experience with partnership and corporate tax filings
Familiarity with financial services or investment-related taxation

Benefits

Comprehensive benefits package (health, dental, vision, retirement plan)
Professional development and CPA support
Collaborative and growth-oriented work environment
Flexible work arrangements, where applicable

Company

Elite Income Advisors

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Elite Income Advisors is a financial planning firm that provides retirement planning, insurance, and investment advisory services.

Funding

Current Stage
Early Stage

Leadership Team

P
Prashant Sabapathi
Vice President
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Company data provided by crunchbase