Tax Associate – Enterprise Group

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

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