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Advysor

Tax Associate

Plano, Texas, United States · Hybrid

Mid level

Tax Associate Our client is a growth-oriented CPA firm in Plano, TX with a fantastic culture! They're seeking a Tax Associate to support the preparation of business and individual tax returns. The ideal candidate is self…

Skills: Tax Preparation, Business Tax Returns, Individual Tax Returns, CCH ProSystem FX, CCH Axcess Tax

Tax Associate

Advysor

Plano, Texas, United States • Hybrid

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Mid level

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  • Full-time
  • bachelor degree
  • 401(k) Matching, Dental Insurance, Flexible Schedule, Health Insurance, Health Savings Account, Life Insurance
  • Posted 28d ago
  • ~40 hrs/week

Responsibilities

The Tax Associate will prepare business and individual tax returns while ensuring all statutory deadlines are met. They will also communicate with clients and government agencies regarding compliance matters and ongoing projects.

Requirements

Candidates must have a bachelor's degree in accounting or finance and be a CPA or active candidate with over 3 years of public accounting tax experience. Proficiency with CCH software and strong communication skills are preferred.

Full job description

Tax Associate

Our client is a growth-oriented CPA firm in Plano, TX with a fantastic culture! They're seeking a Tax Associate to support the preparation of business and individual tax returns. The ideal candidate is self-motivated, detail-oriented, and able to work independently while meeting clients and statutory deadlines in a fast-paced environment.

Responsibilities:

  • Assist in preparing business and related individual tax returns
  • Communicate with clients to gather required information, respond to questions, and ensure all internal and external deadlines are met
  • Interact with peers, clients, and federal/state agencies regarding compliance matters and ongoing projects
  • Apply and expand your tax knowledge while developing within the firm to become a key contributor to our processes and long-term success

Minimum Qualifications:

  • Bachelor’s degree in accounting or finance
  • CPA license or active CPA candidate with 3+ years of federal tax preparation experience in a public accounting firm
  • Experience with CCH ProSystem FX/ Axcess Tax, Engagement, and Fixed Assets preferred
  • Strong written and verbal communication skills; able to communicate effectively with clients, colleagues, and internal teams
  • Fast learner who works efficiently, asks questions proactively, and takes initiative
  • Strong organizational skills with the ability to manage multiple assignments and follow-up requirements simultaneously

We are an equal opportunity employer and are committed to maintaining a harassment-free workplace for all applicants and employees, regardless of race, color, religion, national origin, gender, age, disability, sexual orientation, veteran status, or any other protected category.

Benefits:

  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance

Work Location: Hybrid remote in Plano, TX 75024

Related keywords

CPATax AssociatePublic AccountingFederal TaxState TaxCCH ProSystem FXCCH AxcessTax ComplianceAccountingFinanceBusiness TaxIndividual Tax

About Advysor

LinkedInVisit site

Accounting, Finance, Tax, Payroll & HR Services - All Under One Trusted Roof.

Industry
Accounting
Company size
11-50 employees
Founded
2014
Headquarters
Dallas, Texas
LinkedIn followers
1,927

Advysor is not just a compliance-focused accounting firm. Instead, we position ourselves as strategic, tech-forward advisors helping business owners at various stages of growth and optimization. We support startups, small & mid-sized companies with our wide array of quality, white-glove services - bookkeeping/accounting, tax, CFO/finance, payroll processing, M&A, HR consulting, recruitment & benefits advisory - all under one roof. With a strong foundation in accurate & timely compliance work, we’re able to provide additional consulting & advisory services that go beyond reviews and prior-month analyses. We focus our efforts on forward-thinking, proactive measures to keep business owners feeling safe and well-informed when making decisions that will impact their business’ future goals, metrics, profitability, cashflow, etc.

Offices: 3090 Nowitzki Way, Suite 300, Dallas, Texas 75219, US

AccountingBusiness ConsultingFinance OperationsPerformance ImprovementFinancial ReportingTax AdvisoryTechnology EnablementTransaction ServicesTechnical AccountingM&A Strategy
View all jobs at Advysor

About Advysor

LinkedInVisit site

Accounting, Finance, Tax, Payroll & HR Services - All Under One Trusted Roof.

Industry
Accounting
Company size
11-50 employees
Founded
2014
Headquarters
Dallas, Texas
LinkedIn followers
1,927

Advysor is not just a compliance-focused accounting firm. Instead, we position ourselves as strategic, tech-forward advisors helping business owners at various stages of growth and optimization. We support startups, small & mid-sized companies with our wide array of quality, white-glove services - bookkeeping/accounting, tax, CFO/finance, payroll processing, M&A, HR consulting, recruitment & benefits advisory - all under one roof. With a strong foundation in accurate & timely compliance work, we’re able to provide additional consulting & advisory services that go beyond reviews and prior-month analyses. We focus our efforts on forward-thinking, proactive measures to keep business owners feeling safe and well-informed when making decisions that will impact their business’ future goals, metrics, profitability, cashflow, etc.

Offices: 3090 Nowitzki Way, Suite 300, Dallas, Texas 75219, US

AccountingBusiness ConsultingFinance OperationsPerformance ImprovementFinancial ReportingTax AdvisoryTechnology EnablementTransaction ServicesTechnical AccountingM&A Strategy
View all jobs at Advysor

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