Job Description
LGA, LLP is focused on their people and is seeking a Tax Associate in their Enterprise Group. The role involves preparing federal and state income tax returns for owner-managed small businesses, maintaining client records, and collaborating with internal teams to ensure compliance with tax regulations.
Responsibilities
- Prepare federal and state income tax returns, primarily for owner managed small business, their owners, and families
- Prepare, organize and maintain client records and workpapers that accurately support the tax return and related engagement work
- Collaborate with internal teams, conduct tax research, and apply tax laws and regulations to corporate, partnership, individual, estate, and trust tax filings
- Assist with responses to client inquiries and tax notices under supervision
- Conduct basic tax research and document preliminary findings and understanding of the law to be discussed with supervisor(s)
- Communicates timely with supervisor(s) regarding questions, issues and identified matters to ensure resolution and that client deadlines and deliverables are met as well as personal goals for productivity
- Proficiency in CCH Engagement, CCH Tax, Microsoft Office Suite, BNA IT Planner, CCH AnswerConnect, and other firm technologies to enhance client service and efficiency
- Ongoing commitment to continuing education and professional growth, seeks out formal, self-study, and on-the-job training
- Stay current with industry and tax regulation developments
- Seeks out regular evaluations from supervisor(s)
- Demonstrates the ability to interact and communicate confidently and concisely with various levels of firm management in both written and verbal form
- Produces high quality work which adheres to the relevant professional standards
- Prioritize and manage tasks while exercising professional skepticism
- Exudes intellectual curiosity, has strong analytical and attention to detail skills
- Embrace new technological platforms and demonstrate a willingness to learn
- Develops a more in-depth knowledge of federal, MA and multi-state tax issues, generally able complete more complex tax compliance projects with guidance
- Apply accounting principles effectively, recognizing misapplications in client-prepared documents and communicating issues appropriately
- Apply industry knowledge to multiple clients and consider issues from various perspectives
Skills
- Bachelor's degree in Accounting, Taxation, or a related field
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.)
- 0-2 years' experience in a related field
- Strong organizational skills, detail oriented, and able to manage multiple deadlines
- Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line
- Contributes to a positive and collaborative work environment by upholding the firm's vision and values
- Respect for compliance and confidentiality
- Master's degree in Accountancy or Tax or a plan to pursue
- CPA or EA certification or a plan to pursue
- Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus
- Comfortable working in a technology-driven, paperless environment
Company Overview
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