2 Tax Associate Jobs in Lansing, MI
Waggoner Financial, Inc. is Hiring a Tax Associate Near Lansing, MI
Job description
- Prepare individual and small business entities' income tax returns
- Research specific tax technical issues
- Gather relevant financial data for clients and prospects to help with essential functions
- Record transactions in ledgers, prepare trail balances and financial statements
- Analyze balance sheet and profit and loss accounts for reasonableness
- This role provides client relationship and general practice management support through preparing client deliverables, setting up a new business, following up on all business activities, assisting in tax planning, and performing other tasks as needed.
Qualifications
- Bachelor’s degree in accounting from an accredited university with 150 credit hours of coursework
- CPA designation or candidate on the CPA track
- Strong interest in accounting, taxation, and financial planning.
Essential Skills Needed
- Ability to work in a deadline-driven environment and carry out tasks with a sense of urgency
- Ability to independently coordinate resources and complete assigned projects.
- Basic tax laws/Generally Accepted Accounting Principles
- Detail-oriented with excellent organizational skills.
- Equipped with a solid client-oriented work ethic.
- Dedication to teamwork and leadership.
- Proficiency in communication and writing skills.
Why Choose Waggoner Financial?
- Entrepreneurial and dynamic advisory firm.
- Privately owned.
- High growth potential with opportunities for upward advancement.
- Excellent work-life/personal-life balance and workplace culture.
- Excellent benefits and compensation.
- A high-quality pilot program for getting started on your financial career.
Job Summary
Full Time
$62k-77k (estimate)
06/26/2024
07/24/2024
waggoner-group.com
East Lansing, MI
<25
Related Companies
The job skills required for Tax Associate include Tax Return, Accounting, CPA, Tax Planning, Tax Laws, Teamwork, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Tax Associate positions, which can be used as a reference in future career path planning. As a Tax Associate, it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Associate. You can explore the career advancement for a Tax Associate below and select your interested title to get hiring information.
If you are interested in becoming a Tax Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Tax Associate job description and responsibilities
Tax associates review all relevant tax related documents to make sure they align with the tax laws and regulations, and ensure they maintain the most accurate view of a client's financial situation.
03/18/2022: Cedar Rapids, IA
After preparing tax documents, tax associates file returns on behalf of their clients, and then prepare presentations and reports to reflect their work.
02/17/2022: Biloxi, MS
At some firms, tax associates are responsible for recruiting new clients or selling additional services to existing client.
02/14/2022: Fort Lauderdale, FL
Not only do tax associates work with their clients to prepare tax return documents, they help clients organize their personal financial records.
02/14/2022: Richmond, VA
Tax associates also support the analysis of financial transactions and account statements, resolving billing discrepancies, and performing account reconciliations.
02/08/2022: Lubbock, TX
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Tax Associate jobs
Customers do not always understand or agree with tax law, so tax associates must politely educate tax filers without becoming argumentative.
02/09/2022: Richland, WA
A good tax associate has to be willing to learn continuously because tax regulations change yearly.
02/03/2022: Lincoln, NE
Tax associates offer effective plans for their clients to follow throughout the year to keep them on track to meet their financial goals, and protect them from having to pay more than they can afford by the tax deadline.
12/26/2021: Nashville, TN
A well paid tax associate sometimes advises clients on business strategies to minimize tax liability.
12/28/2021: Duluth, MN
Being a tax associates has a great job security because taxes won’t disappear or become any easier.
01/23/2022: Omaha, NE
Step 3: View the best colleges and universities for Tax Associate.
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