What are the responsibilities and job description for the Associate - Tax Services position at Holsinger?
General Description
Associate - Tax Services will be required to complete certain individual, business and trust tax returns and assist other staff with the preparation of various tax returns for individuals, businesses, and trusts.
Primary Job Functions
This position is expected to perform a variety of tax related responsibilities. These responsibilities will include:
- Completion of certain individual, business and trust tax returns.
- Assistance with the completion of portions of larger, more complex individual, business and trust tax returns as directed.
- Tax research assignments.
- Other miscellaneous assignments (special projects, cost segregation studies, etc.).
- Take ownership of assigned work, constantly looking for opportunity to reduce workload of others.
Desired Skills & Goals
- To obtain a complete understanding of the roles and responsibilities of tax preparers within a mid-size regional public accounting firm.
- Hone technical proficiency in the Internal Revenue Code, state regulations and other pertinent technical guidance.
- Exemplify the firm’s core values through internal firm involvement, attitude and work ethic.
- Begin an effort to complete or complete CPA or Enrolled Agent certification.
- Develop client rapport and relationships with clients which you have direct contact.
- Develop positive internal relationships with coworkers.
- Begin to develop a professional network, through which, current and future marketing/sales opportunities can be generated.