Job Description

Role Overview

A growing CPA firm is seeking a detail-oriented

Tax Associate

to support day-to-day tax preparation and administrative tax tasks. This role is ideal for someone with hands-on

tax preparation experience

who is comfortable working in a fast-paced, small-firm environment.

Experience with U.S.-based tax preparation is a strong advantage but not a strict requirement

, provided the candidate has solid tax prep fundamentals and is able to learn U.S. tax processes.

Key Responsibilities

Tax Preparation & Compliance

Prepare individual tax returns (tax preparation experience required)


Assist with business tax returns under supervision


Prepare extensions, estimated payments, and amended returns


Organize and review client tax documents for accuracy and completeness Assist with basic state and local tax filings

Day-to-Day Firm Support

Enter and reconcile tax data in tax preparation software


Support CPAs and senior staff with tax-season workloads


Track return statuses, deadlines, and deliverables


Assist with tax notices and correspondence under guidance


Support bookkeeping or cleanup work as needed for tax prep

Client & Administrative Support

Assist with client onboarding and document collection


Maintain well-organized digital client files and workpapers


Communicate professionally with clients regarding missing or clarifying information Help standardize and improve internal tax processes

Required Experience & Skills

Tax preparation experience (required)


13+ years' experience in tax, accounting, or public accounting support Strong attention to detail and ability to follow structured processes


Comfortable working with deadlines, especially during busy season


Good written English and professional communication skills

Preferred Qualifications

Experience with

U.S.-based tax preparation

(strong plus, not required) Exposure to individual and small business tax returns


Familiarity with tax preparation software (Drake, ProSeries, UltraTax, Lacerte, or similar) Accounting, Finance, or Tax qualification or relevant coursework


Experience supporting a small CPA firm

What Success Looks Like in This Role

Accurate and timely preparation of tax returns Minimal revisions required by senior tax staff Well-organized workpapers and documentation Consistent reliability throughout tax season

Why This Role Works Well

Hands-on tax preparation work within a CPA firm Opportunity to build U.S. tax experience over time Long-term role with growth beyond peak tax periods