Tax Associate

Overview

• Prepare and file state and federal income tax returns ensuring compliance with all regulations.
• Assist in annual E&P group calculations and quarterly tax provisions.
• Review and manage state sales, use, and property tax filings.
• Prepare federal information returns and state annual reports for the organization and subsidiaries.
• Collaborate with teams to respond to tax notices and audits effectively.
• Utilize advanced Excel skills and tax technology tools for efficient data management.
• Champion emerging technologies and AI tools to enhance tax processes.
• Provide analytical and technical support to ensure accurate tax filings.

Key Responsibilities & Duties

• Prepare and file federal and state income tax returns accurately and timely.
• Conduct quarterly estimates and annual E&P group calculations.
• Review and manage state sales, use, and property tax filings.
• Respond to tax notices and audits, ensuring compliance and resolution.
• Prepare and file federal information returns and state annual reports.
• Utilize advanced Excel functions for efficient tax data analysis.
• Adopt and implement AI tools and emerging technologies in tax processes.
• Collaborate with teams to balance priorities and meet deadlines.

Job Requirements

• Bachelor’s degree in accounting or related field required.
• Minimum 2 years of federal income tax experience; 4 years preferred.
• Proficiency in advanced Excel functions such as X-Lookups and SUMIFS.
• Experience with OneSource Income Tax software essential.
• Strong analytical, technical, and research skills required.
• Familiarity with Power BI or data visualization tools advantageous.
• Excellent written and verbal communication skills necessary.
• Ability to manage multiple priorities and meet deadlines effectively.