Tax Associate - Charlotte

KSDT CPA

Apr 22

Job
Full-time
Entry Level
Accounting & Tax
Charlotte
Quick Apply

AI generated summary

You need 1 year tax experience, strong technology skills, MS Office proficiency, good communication, analytical, organizational skills, ability to learn quickly, work well under pressure, and desire for customer service excellence. Bachelor's or Master's in Accounting required, pursuing CPA license is a plus.
You will prepare various tax returns, research tax issues, analyze depreciation, reconcile income, provide client recommendations, interact with clients, develop relationships, and stay informed on tax legislation. Opportunities for professional development and value-added services also exist.

Requirements

Seeking a candidate with one year of tax experience in a public accounting firm.
Must have strong technology skills and be proficient with all aspects of Microsoft Office.
Working knowledge and experience with UltraTax, Accounting CS and QuickBooks would be a plus but not required.
Must have strong communication skills and be able to listen effectively.
Work well under pressure; able to meet deadlines with accuracy.
Excellent analytical, organizational and problem solving skills are a must.
Ability to learn processes quickly and be able to apply that knowledge to engagements.
Flexibility and openness to work on a variety of assignments; be able to multi-task.
Basic knowledge of federal and state tax compliance.
Team player with desire to be an active participant within the organization.
Have a strong desire to maintain a customer service approach focused on exceeding expectations in all areas.
Bachelor's or Master's degree in Accounting from an accredited college or university.
M.S. in Taxation (a plus but not required).
Must be pursuing educational requirements for CPA license

Responsibilities

Prepare federal and state corporate, individual, and partnership returns, including exercising professional judgment with respect to issue identification to develop solutions to tax issues in returns.
Research tax issues and legislation.
Provide and maintain documentation to support tax return calculations.
Reconciliation of book to tax income.
Analyze depreciation to determine proper methodology for tax impact on client engagements to decide best treatment of disposed for obsolescence and new fixed assets placed in service.
Make projections on future tax liabilities based on variable options to make client recommendations as part of the tax planning process.
Interact with client personnel regarding tax return information, deadlines, etc... and keep team informed on status.
Look for opportunities to provide value added services to clients.
Proactively participate in professional development opportunities, i.e. Coaching, CPE, etc...
Initiate and develop relationships with appropriate levels of the client's management team.
Give insight and thought leadership to corporate publications on tax matters.
Additional responsibilities, not listed above may be expected as needed.

FAQs

What kind of work environment can I expect as a Tax Associate at your company in Charlotte?

As a Tax Associate, you can expect to work in a fun and creative environment with a truly open door policy. Our culture encourages full access to our partners for your learning and development.

What opportunities are there for career advancement as a Tax Associate at your company in Charlotte?

We seek highly motivated individuals who not only want real career advancement but also want to contribute to our cool culture and rapid growth. There are plenty of opportunities for advancement and we value your professional development.

How can I contribute to the growth of the company as a Tax Associate in Charlotte?

We are looking for individuals who want to contribute to our cool culture and rapid growth. You can contribute by bringing your unique skills and ideas to the table, and by actively participating in our collaborative work environment.

KSDT CPA

Kabat, Schertzer, De La Torre, Taraboulos & Company

Accounting

Industry

51-200

Employees

1976

Founded Year

Mission & Purpose

Kabat Schertzer De La Torre Taraboulos & Co. (KSDT & Co., CPA) provides a full service line of professional services to include Tax, Audit, Accounting, Litigation, Wealth Management and more. Our goal is very simple; to provide the highest level of service and advice to help our client's meet their personal and professional financial goals. We are dedicated to serving our clients' total financial needs. We take pride in the total commitment to provide valuable professional services in a timely, efficient manner while maintaining the highest level of quality and value in the professional services that we provide. A concentrated effort is made to service all of a client's needs - both those requested by the client and those needed but unrecognized. We consider ourselves to be a part of a client's team, which plans strategies that will insure the success of their business and personal goals. By listening to clients describe the concerns and challenges they face every day, we try to formulate a plan to take advantage of new opportunities and help find acceptable solutions to current challenges.