What are the responsibilities and job description for the Tax Associate position at Modern Wealth Management?
This part time Tax Associate role will focus on preparing individual and business tax returns while providing administrative support to the tax team. This position offers 20–35 hours per week with the opportunity to transition to a full-time role in the future.
Primary Duties:
- Perform tax preparation tasks, including gathering client information, preparing tax returns, and ensuring compliance with relevant tax laws and regulations.
- Help gather and review client information to ensure all necessary details are available for tax preparation.
- Organize and manage client tax documents, including scanning, electronic filing, and maintaining accurate records.
- Provide support to the tax team by helping with administrative tasks and ensuring smooth workflow during peak periods. Examples include, scanning client documents, managing electronic files, and maintaining accurate records.
- Prepare responses to IRS notices and inquiries, ensuring timely and accurate resolution of tax-related issues.
- Input financial data into tax software and perform basic reconciliations as needed.
- Collaborate with managers on various tax projects, contributing insights and recommendations to enhance client outcomes.
Requirements:
- Accounting/Finance degree, or equivalent relevant experience.
- 2-3 years of relevant experience preparing taxes for individuals and businesses.
Key Benefits
- Generous continuing education support
- 100% company paid employee only premiums for Health, Dental & Vision Coverage
- 4% Company 401k match, 100% vested
- Salary will be based on experience and may be pro-rated to reflect the agreed upon schedule with the final candidate.
Salary : $40,000 - $55,000