Distinct Tax Consulting Group Tax Associate Atlanta, GA · Full time

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RESPONSIBILITIES

The Tax Preparer/Accountant will serve as an integral part of tax-related engagements by performing tax preparation and related procedures commensurate with level of experience, including (but not limited to):

1. Tax Return Preparation:
2. Assisting in the preparation of individual, business, or corporate tax returns.
3. Gathering and organizing client financial data and documentation.
4. Inputting tax information into tax software or systems.
5. Conducting preliminary reviews to ensure accuracy and completeness.
6. Tax Research and Analysis:
7. Conducting research on tax laws, regulations, and updates.
8. Analyzing tax implications and providing recommendations.
9. Keeping up-to-date with changes in tax legislation and guidelines.
10. Client Communication and Consultation:
11. Communicating with clients to collect necessary tax information and answer queries.
12. Providing guidance and explanations on tax-related matters.
13. Assisting in tax planning strategies and identifying potential tax-saving opportunities.
14. Tax Compliance and Filing:
15. Ensuring compliance with tax laws, regulations, and deadlines.
16. Preparing and filing tax forms, including estimated tax payments.
17. Reviewing tax assessments and notices and resolving any issues or discrepancies.
18. Supporting Tax Audits and Examinations:
19. Assisting in the preparation of documentation and responding to tax authorities' requests during audits or examinations.
20. Conducting internal reviews and checks to ensure accuracy and compliance.
21. Maintaining Tax Records and Documentation:
22. Organizing and maintaining tax files, records, and supporting documentation.
23. Ensuring proper record-keeping and confidentiality of sensitive tax information.
24. Collaboration with Tax Team:
25. Collaborating with tax managers, senior associates, and partners on tax engagements.
26. Providing support in tax planning, research, and client service initiatives.
27. Assisting in the preparation of tax strategies and client proposals.
28. Continuing Education and Professional Development:
29. Staying updated with changes in tax laws, regulations, and industry trends.
30. Participating in tax training programs and professional development opportunities.
31. Pursuing relevant certifications or licenses, if applicable.
32. Internal Processes and Quality Control:
33. Following firm policies, procedures, and quality control standards.
34. Participating in internal reviews or audits to ensure accuracy and compliance.
35. Team Collaboration and Support:
36. Collaborating with colleagues to ensure efficient workflow and sharing of knowledge.
37. Assisting in training and mentoring junior team members, if applicable.
38. Providing support and assistance to other team members as needed.
39. Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
40. Knowledge of / learn the company mission, vision, and values.

As this position generally requires a relatively low level of relevant experience, it is expected that the Tax Preparer/Accountant will focus his/her efforts on gaining on-the-job experience, attending educational seminars (both internally and externally), and displaying an overall desire to learn and grow professionally. Progression throughout the Tax Preparer/Accountant’s tenure should be evident in terms of work product clarity, efficiency, and understanding. It is typically expected for a Tax Preparer/Accountant to progress to the position of Tax Accountant II within twelve full-time months; however, such promotion is subject to management’s discretion. Further, it is required that any staff position at the level of Tax Preparer/Accountant or above require the possession of at least a bachelor’s degree in Accounting.

MANAGEMENT/ADMINISTRATION

The Tax Preparer/Accountant will generally report directly to the Manager in charge of each engagement that he/she is assigned to. The Tax Preparer/Accountant will be given direction as to the projected length of time that certain projects and tasks should take, and is expected to actively keep his/her direct in-charge Manager aware of the Tax Preparer/Accountants task status on a regular basis. Similarly, the Tax Preparer/Accountant is expected to inform relevant staff members when further education is necessary, or when formal training should be sought. The Tax Preparer/Accountant can reasonably expect to spend at least half of his/her time at client locations. The Tax Preparer/Accountant should develop an understanding of the various software packages utilized by Distinct Tax Consulting Group within his/her first three months of employment, based on internal and external training sessions and ongoing experience. Over the course of his/her tenure, it is anticipated that the Tax Preparer/Accountant will take part in twenty to twenty-five client engagements, excluding busy season.

TEAMWORK

The Tax Preparer/Accountant is expected to always project a positive image (in terms of attitude, appearance, and professionalism) of him/herself and Distinct Tax Consulting Group.

The Tax Preparer/Accountant is expected to maintain a positive and respectful attitude in communicating with clients and colleagues. The Tax Preparer/Accountant is expected to eagerly accept new responsibilities and inquire of higher level staff for additional tasks and work, as time allows. The Tax Preparer/Accountant is expected to complete his/her own work as provided by the in-charge manager.

DEVELOPMENT/CLIENT RELATIONS

The Tax Preparer/Accountant is expected to display a general interest in the firm’s development and continued success by ensuring a quality work product and excellent client service. The Tax Preparer/Accountant is expected to begin developing long-term, professional relationships with assigned clients. The Tax Preparer/Accountant is expected to consider each client’s operations for the tax areas he/she is responsible for, and to begin making recommendations on how to improve systems and operations. The Tax Preparer/Accountant is expected to attend firm-sponsored functions and events, and to participate in some form of lower-level marketing activities that do not demand a significant amount of technical knowledge and experience.