Job Description

The Associate is responsible for working with clients on general bookkeeping, financial statement preparation, business and individual tax returns. They ensure all work papers, journal entries and tax documents are completed diligently, in a timely manner and as efficiently as possible.

Associates provide exceptional client service as a trusted business advisor.

Success Factors

Responsibilities

  • Prepare necessary work papers, journal entries, financial statements and prepare tax returns for review by the in-charge
  • Onsite client work as deemed necessary
  • Answer client calls and emails in timely manner and with a solution-oriented approach
  • Produce quality documentation, financial statements and tax returns for review with minimal corrections
  • Develop understanding of relationship of financial statement outcome to tax implications to client
  • Read prior year financial statements, tax returns and client...

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