Hantz Tax & Business

Job title	Tax Associate
Reports to	District Manager

Position Summary

Work as part of the tax team to complete tax projections and prepare returns for clients.

Duties and responsibilities

Analyze Tax Liability
Prepare Tax Projections
Meet assigned goals
Attend meetings and trainings
Work with the Tax Team to assist in servicing clients
Comply with all industry rules and regulations
All other tasks assigned

Knowledge, Skills, and Abilities

Ability to effectively manage competing priorities
Strong sense of professional and personal accountability
Basic computer skills and experience with Microsoft Office applications
Strong written and verbal communication skills
Strong work ethic
Highly motivated and a self-starter
Strong leadership qualities and an entrepreneurial spirit

Education and Experience

Bachelor’s Degree in Accounting, Finance, or related field preferred
Ability to obtain Enrolled Agent designation
Ability to obtain active Preparer Tax Identification Number (PTIN)

Supervisory Responsibilities

There are no supervisory responsibilities for this position.

Physical Demands

The physical demands listed are representative of the minimum requirements to be met in order to successfully perform the essential functions of this job.

While performing the duties of the position, the employee will regularly be required to speak and listen. Frequently the employee will be required to stand, walk, and sit for varying durations.

Work Environment

The working environment is similar to a professional open office setting.

The role requires the employee to use equipment such as photocopiers, computers, phones, fax machines, filing cabinets, and other office equipment as needed.

Expected Hours

The Tax Associate schedule will vary, but generally will include shifts working before, during, and after the regular hours of operation. Regular hours of operation are Monday-Friday 8am-6pm.

Travel

Travel to additional offices may be required.

Work Authorizations / Security Clearances

This position requires the employee to satisfactorily complete a background check.

Additional Information

The requirements listed are representative of the knowledge, skills, and abilities that are required. Reasonable accommodations may be made to enable individuals with known disabilities to perform the essential functions of the position.

This description is not intended to contain a comprehensive overview of the activities, duties, or responsibilities that are required of the employee for the position. The activities, duties, and responsibilities are subject to change at any time with or without notice.

This job description is not intended to be an employment contract. All employment is at-will.

Full-Time Position

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