Staff Tax Associate

Job Overview
Marble Trail Financial, headquartered in historic downtown Middlebury, is seeking a full-time, motivated Tax Associate who is ready to apply their knowledge of financial terms and principles. The Staff Tax Associate will work as a member of the tax team, assisting with a wide range of duties including, but not limited to, helping with the preparation of tax returns, managing client communications, maintaining concise records, and staying up to date with tax laws. This is a full-time (40 hours a week with additional hours required during tax season), exempt position with in-office/hybrid flexibility available. If you are excited about the opportunity to join a multifaceted, cohesive team of CPAs, financial advisors, and bookkeepers who will support your career growth in accounting, we look forward to meeting you!

Responsibilities

• Prepare individual, corporate, partnership, and non-profit tax returns
• Provide excellent customer care
• Ensure the privacy of each client by following all company procedures regarding information handling
• Utilize technical accounting skills to handle complex tax issues
• Use accounting software to input and manage financial data
• Perform clerical duties related to tax preparation, such as organizing documents, and data entry
• Conduct research on tax laws and regulations to ensure compliance
• Support in the preparation of financial statements and reports

Skills:

• Understanding of data processing applications including general ledger, spreadsheet, word processing, time and billing, or willingness to learn such skills
• Highly motivated individual with the ability to problem solve
• Ability to work in a deadline driven environment
• High attention to detail and accuracy
• Ability to thrive in an environment with minimal oversight in day-to-day tasks
• Professional with a positive attitude
• Ability to communicate both written and verbally for phone/email/written/face-to-face meetings
• Curious & eager to learn
• Integrity and empathy

Minimum Qualifications:

• Associate degree in accounting or related field
• Currently in the pursuit of a CPA license or EA designation is not required but a plus

This role requires attention to detail, analytical skills, and the ability to work effectively in a team environment. If you are looking to grow your career in tax accounting and financial services, this position offers valuable experience and learning opportunities.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid time off
• Volunteer time off

Schedule:

• Monday to Friday
• Weekends as needed

Education:

• Associate (Required)

Experience:

• Tax accounting: 1 year (Required)

Ability to Commute:

• Middlebury, VT 05753 (Required)

Ability to Relocate:

• Middlebury, VT 05753: Relocate before starting work (Required)

Work Location: Hybrid remote in Middlebury, VT 05753

Salary : $55,000 - $65,000