Tax Associate

Who we are

TDT CPAs and Advisors has been helping small businesses thrive since being founded in 1975. We are a firm with 40 team members, including 5 Partners, across 6 locations in the great state of Iowa. We serve clients nationwide through 4 core service areas: Advisory, Tax Services, Assurance, and Wealth Management Services.

Who we’re looking for

A Tax Associate with a tax or general accounting focus who aligns to our values and has a high level of professionalism to best partner with our team and serve our clients. The Tax Associate will primarily be responsible for the preparation of individual, corporate, partnership, and trust income tax returns, financial statements, and general ledger maintenance and account analysis. This position requires a strong foundational understanding of accounting principles with a desire to build your technical skills and knowledge.  We have flexible location options in one of six Iowa offices: Cedar Rapids, Burlington, Mount Pleasant, Fairfield, Centerville, or Oskaloosa.

Essential Functions

· Under the general supervision of a Senior Tax Associate and/or Tax Manager, prepare tax returns, perform accounting work, research tax questions, and counsel clients on tax issues

· Develop quality client relationships and partner with them to best serve their needs

· Review previous tax returns and financial documents to identify missing or incomplete information or documentation

· Use various accounting technology to prepare tax returns and submit for review as part of the internal firm review process

· Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities

· Meet time constraints, billable hours targets, and client deadlines

· Review all supplied financial information for accuracy

· Consult tax law publications for guidance on unusual situations

· Maintain understanding and knowledge of changes in tax law by reading professional literature and/or attending tax seminars and continuing education courses

· Perform other related duties as assigned

Requirements

· A strong alignment and willingness to consistently demonstrate TDT’s core values (Honest, Authentic, United, Devoted)

· Associate degree or bachelor’s degree in accounting or related field

· Proficiency with various tax/accounting related software applications as well as Microsoft Office (Outlook, Power Point, Excel, Teams, Share Point, etc.) and the ability to stay ahead of the curve with continual technology advancements

· Ability to communicate (orally and in writing) in a professional manner when dealing with clients and other staff members

· Appropriate interpersonal skills and ability to develop good relationships with clients and other staff members

· Demonstrate a high level of discretion and confidentiality

· Ability to execute and collaborate effectively in a hybrid environment (onsite and virtual)

Working Conditions

· Occasional same day travel for work at clients, meetings, and seminars using a personal vehicle

· Occasional out of town travel with overnight stay for meetings or seminars using a personal vehicle

· Occasional overtime work required throughout the year; heavy overtime work required from January 1 to April 15

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

· Frequently sit, stand, walk

· Use hands to finger, handle, or feel

· Reach with hands and arms

· Talk and hear

· Occasionally required to stoop, kneel, crouch or crawl

· Lift and/or move up to 25 pounds.

Safety Hazards of the Job

· Minimal hazards. General office working conditions.

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• AD&D insurance
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Tax: 1 year (Preferred)

License/Certification:

• CPA (Preferred)

Ability to Commute:

• Fairfield, IA 52556 (Required)

Work Location: In person

Salary : $60,000 - $65,000