Staff Tax Associate

The role

The Staff Tax Associate will assist in preparing federal and state tax returns for small to medium-sized businesses and high-net-worth individuals. The role involves reconciling trial balances, conducting tax research, and communicating with clients.

What you will do

• Assist in preparing federal and state tax returns for small to medium-sized businesses (Forms 1065 and 1120S), including multi-state filings
• Import and reconcile client trial balances into tax preparation software
• Support the review process by checking trial balances for accuracy and assisting in identifying timing differences (Schedule M)
• Prepare individual income tax returns (Form 1040), including those involving multiple K-1s and multi-state filings
• Conduct basic tax research on federal, state, and local tax matters
• Communicate with clients to gather tax documents and clarify information
• Stay current on changes in tax laws and compliance requirements

Required qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 2-3 years of experience in public accounting or tax (internships accepted)
• Familiarity with common IRS forms such as 1065, 1120S, 1040, Schedule M, K-1's, FBAR
• Proficiency in Excel
• Experience with tax preparation software (e.g., CCH Axcess, ProSystem fx, or similar)
• Strong attention to detail and time management skills
• Excellent communication and teamwork abilities

Nice to have

• CPA or CPA-eligible
• Multi-lingual (Portuguese, Italian and/or Spanish preferred)
• Exposure to multi-state or composite tax filings
• Interest in continued learning and professional growth

Benefits

• Health, Dental, and Vision Insurance
• Options for fully paid employee only coverage for health and dental
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Access to Becker and LinkedIn Learning

About the company

Current partners with leading accounting firms across the United States through a shared platform. Their partner firm, RRBB Accountants + Advisors, is based in Somerset, NJ.