Cain Watters & Associates · 1 week ago
Tax Associate 2
Frisco, TX
Full-time
Hybrid
Entry Level
$60K/yr - $75K/yr
1+ years expCain Watters & Associates is a firm dedicated to providing tax services. The Tax Associate 2 plays a vital role in the tax department, ensuring timely and accurate preparation of tax returns and providing support for various tax-related client services.
Financial Services
Responsibilities
Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065)
Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.)
Research as needed to respond to client questions and prepare tax returns accurately
Compare tax returns to tax projections prepared by in-house Financial Planners
Participate in planning of workflow to ensure completion of assigned returns
Assist in set up of new client tax returns and workpapers
Prepare partnership, corporate, individual and personal property tax returns
Client contact as needed to facilitate completion of tax issues
Internal contact as needed between various departments to facilitate completion of tax issues
Documentation of records and workpapers to firm's electronic file cabinet to ensure accurate, organized recordkeeping
Assist fellow department members in order for the department to complete annual tax season goals
Daily use of multiple software programs for organization of workpapers, tax returns, and workflow management
Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment
Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients
Qualification
Required
Bachelor's degree or higher in Accounting, Tax or related field
CPA eligible or EA eligible required
1+ years' experience in public accounting or its equivalent
Thorough knowledge of tax laws
Strong communication, interpersonal and organizational skills
Ability to use Microsoft Office Suite, including Excel
Proficient in Adobe Acrobat
Preferred
Master's degree in Accounting or related field
CPA or EA preferred
Big four or large public accounting firm experience
CCH Axcess Tax, Engagement & BNA Income Tax Planner
Benefits
Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
Dental & Vision Insurance
Unlimited PTO
Firm-Paid Holidays, Including an Extended Winter Break
Safe Harbor 401k Plan
Generous Employer HSA Contributions
Employer Paid Professional Dues, Licenses/Renewals
Continuing Education Resources
Family Planning Assistance Program and Paid Parental Leave
Company
Cain Watters & Associates
Cain Watters & Associates is a financial planning service provider based in Texas.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Erwin, CPA
Chief Financial Officer
Brian Bortz
Financial Planner / Partner
Recent News
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