Tax associate

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Job details:

Medical, Dental, Vision This Jobot Job is hosted by: Brittany Packard

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Salary: $55,000 - $75,000 per year

A bit about us: Our client is a multidisciplenary firm in Oklahoma City that combines legal, tax, and accounting services within one practice. Our client focuses on areas where financial and legal matters overal, especially for business owners, individuals, and famil related legal matters.

Why join us?

• medical
• dental
• vision
• 401k
• PTO
• Holidays

Job Details An established professional services firm in Midtown Oklahoma City is seeking a full-time Tax Associate to join our growing team. This role offers the opportunity to work in a collaborative environment supporting individuals, businesses, and professional clients with tax preparation, financial analysis, and advisory-related projects.

The ideal candidate will have experience in both individual and business tax preparation, strong analytical abilities, and the professionalism to work with confidential financial information and complex client matters.

Responsibilities:

Prepare and review federal and state tax returns for individuals, partnerships, S corporations, corporations, and trusts

Analyze financial records and supporting documentation for accuracy and completeness

Assist in the preparation of financial schedules, worksheets, and exhibits for valuation, advisory, and financial dispute matters

Perform bookkeeping and account reconciliations for business and individual clients

Communicate directly with clients regarding tax filings, financial documentation, and information requests

Correspond with the IRS and state taxing authorities regarding notices, filings, and compliance matters

Conduct account analysis to identify tax planning opportunities, deductions, and credits

Support financial reporting and organizational projects for closely held businesses and high-net-worth clients

Maintain current knowledge of tax laws, compliance regulations, and accounting standards

Manage multiple client engagements while meeting deadlines and maintaining a high level of accuracy

Qualifications:

3+ years of experience in individual and business tax preparation

Bachelor’s degree in Accounting, Finance, or related field preferred

CPA, EA, or CPA-track candidate strongly preferred but not required

Strong understanding of corporate and individual taxation principles

Experience with bookkeeping and financial statement review

Proficiency in Microsoft Excel, Word, QuickBooks, Lacerte, and/or UltraTax CS preferred

Excellent analytical, organizational, and problem-solving skills

Ability to communicate financial concepts clearly and professionally

High level of discretion and attention to detail

What We Offer:

Competitive compensation with annual performance and salary reviews

Flexible compensation structure based on experience and contributions

Collaborative and team-oriented environment

Exposure to a diverse range of tax, financial, and advisory projects

Ongoing training and professional development opportunities

Long-term career growth within an established firm

Industry:

Professional Services / Legal & Financial Advisory

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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