Tax Associate

To apply for this position, please email your cover letter and resume to hr@fivestonetax.com.

about you

For a passionate tax professional, this opportunity is about making a positive impact on people’s lives by providing superior service in the completion of individual and business income tax returns and fulfilling domestic tax preparation responsibilities. Our core values are vital to the success of our organization, therefore you must demonstrate selflessness, effectiveness, commitment, professionalism, and growth in your cover letter, resume, interview, and your past work and educational experience. We are seeking someone who desires self-development through mentorship, dynamic training, and real-life experience.

About the position

  • Prepare complex state and federal tax returns, quarterly estimated payments, annual report filings for individuals and business entities

  • Perform easy to intermediate level tax research projects and compose comprehensive memoranda

  • Apply functional knowledge to understand potential tax issues and participate in tax planning

  • Deliver high quality tax service when contacting and advising clients

  • Work as part of a multi-disciplinary team as well as independently on both non-recurring and ongoing projects

  • Participate in networking and business development activities on behalf of the firm

  • Perform other duties as assigned

Requirements

  • Bachelor’s degree in accounting

  • Minimum of 1 year public accounting experience

  • EA certification or CPA candidate preferred

  • Highly proficient in Microsoft Office Suite, particularly Excel

  • Strong interpersonal skills, ability to work independently and within a team environment

  • Strong research, oral and written communication skills

  • Ability to handle multiple engagements simultaneously

  • Must be able to work with confidential information and consistently exercise good judgment in dealing with a variety of situations and issues

  • Proficient in tax preparation and workflow software including Prosystem FX and Engagement

  • Proficient in tax research software including BNA and RIA Checkpoint

  • Proficient in Quickbooks